Overview of Flex Reports in Hospitality

Description: Review an overview of the available Flex Reports for the Hospitality system.

For more information on generating reports, visit the Page Reports Overview article or refer to Alter Flex Reports article for additional information on making adjustments.

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1. Log in to the Hospitality system using your four-digit PIN.
2. Select Manager > Report, then select Flex Reports.
3. Select from the Choose the Report Category dropdown.
   • The breakdown of the report categories is below.

Auditing

This report group allows permitted admins to look at daily cash reports and details for all voids and discounts. Auditing is important for an operator to view financial activity for their restaurant and can be broken into the following reports:

• Cash Drawer - Detail: Tracks all cash drawer activity by transaction type and the associated totals.
• Loyalty Audit: Displays the loyalty details for the time and date parameters.
• Voids: Sorts and views voided tickets by an employee, void type, reasons, or menu type.

Sales

Sales Reports provide a detailed overview of your restaurant’s sales performance and can be broken down by various parameters on the right side of the screen. These reports include the following:

• Choices: Sales breakdown of the restaurant’s offerings (item modifiers such as condiments and other optional add-ons).
• Discounts: Breakdown of the discounts utilized within the system.
• Hourly Sales: Determines which times of the day are busiest by Item Groups, Items, and Revenue Classes.
• Item Sales: Identifies top-selling items.
• Item Sales with Section and Revenue Center: Displays item sales based on the ticket's section and the revenue center of each item.
• RFO Daily Totals: Top-level overview of the entire restaurant’s sales performance.

Transactions

These reports summarize all transactions processed for the chosen time and date parameters:

• Credit Batch Detail: Credit card batch breakdown, allowing for an accurate view of your account deposits.
• Credit Detail - All: List of all processed credit transactions.
• Credit Detail - Unsettled: List of all unsettled credit transactions that will not be included in the batch.

Customers

These reports list all information regarding the customers that have been added to the system, including the items they purchase, among other details:

• Customer Payments: Breakdown of payment types by customer.
• Customer Sales Summary: Overview of sales by a customer with an additional detailed breakdown.
• Loyalty Memberships: Enrollment summary for the loyalty program and the associated customer information.

Menu

The Menu Item Detail report displays various aspects of the pre-programmed menu within the system as an outline of the entire menu.

Product Mix

The Product Mix report provides a detailed analysis of what and when you are selling. Restaurants often use this report to analyze various sales trends and adjust their menu accordingly.

Labor

The Timesheets report provides built-in employee time clock information, allowing easy labor and payroll management.