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--- pos:report-wizard [2025/04/06 18:29] – ↷ Page moved from joes:report-wizard to pos:report-wizard mrjim
+++ pos:report-wizard [2025/08/29 21:36] (current) – [Donation Orders Report] mrjim
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 ====== Report Wizard ======
-\The Report Wizard is where most of the reports are found, Start> Reports> Report Wizard. This tool generates Excel spreadsheets with many different types of data. Because they are in a spreadsheet they can be manipulated  as with any spreadsheet. \\  \There are a few things to remember in using these reports. While you can run the reports from any computer, they will not display unless you have a program that opens spreadsheets installed on that computer. We installed  Open Office [a free program] to open these report spreadsheets on the Print Computer. It’s free and can be installed it on any computer to the printers. Also, these reports are sent to the computer directly as a file. Although the spreadsheets automatically open, THEY MUST SAVED TO THE COMPUTER before they can be modified. Then they can be opened and printed from the spreadsheet program. They don’t just print out like the Daily Closeout or Driver Checkout.\\  \All the reports compile the data from all the stores you have access to at that moment. Most of them have the data  split by store too. If you only want the data from one of your stores have someone sign into POS that only has  access to that one store. It will only pull the data for the stores that are set in User Store Access. \\  \To run any report, click on the radio button next to the name of the report. \\  \Enter the parameters for that report in the settings area and click Generate Report.\\  \A file is generated and downloaded to that computer. If a long period of time or lots of stores for the report has been selected it can take a bit of time. \\  \Once the file is downloaded a pop-up window opens giving the choice to open or save the file. Open these with Open Office Calc or Excel or other spreadsheet program. \\  \If too much data has been requested, it will just time out and no report is generated. Refresh the browser and try a smaller dataset. \\  \The best way to learn about these reports is to run them in different ways to see the results.
+\The Report Wizard is where most of the reports are found, Start> Reports> Report Wizard. This tool generates Excel spreadsheets with many different types of data. Because they are in a spreadsheet they can be manipulated  as with any spreadsheet. \\  \There are a few things to remember in using these reports. While you can run the reports from any computer, they will not display unless you have a program that opens spreadsheets installed on that computer. We installed  Open Office [a free program] to open these report spreadsheets on the Print Computer. It’s free and can be installed it on any computer to the printers. Also, these reports are sent to the computer directly as a file. Although the spreadsheets automatically open, THEY MUST SAVED TO THE COMPUTER before they can be modified. Then they can be opened and printed from the spreadsheet program. They don’t just print out like the Daily Closeout or Driver Checkout.\\  \All the reports compile the data from all the stores you have access to at that moment. Most of them have the data  split by store too. If you only want the data from one of your stores have someone sign into POS that only has  access to that one store. It will only pull the data for the stores that are set in [[pos:new-friends#User Store Access|User Store Access]]. \\  \To run any report, click on the radio button next to the name of the report. \\  \Enter the parameters for that report in the settings area and click Generate Report.\\  \A file is generated and downloaded to that computer. If a long period of time or lots of stores for the report has been selected it can take a bit of time. \\  \Once the file is downloaded a pop-up window opens giving the choice to open or save the file. Open these with Open Office Calc or Excel or other spreadsheet program. \\  \If too much data has been requested, it will just time out and no report is generated. Refresh the browser and try a smaller dataset. \\  \The best way to learn about these reports is to run them in different ways to see the results.
 ===== Coupon Redemption Report =====
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 ===== On Account Invoices =====
-\Many franchisees allow some customers to pay on Accounts for later payment. They pay the order on account on the day of the order and then weekly or monthly they send the invoice statements from this report. Any time an order is paid on account the owner is sent an email with an invoice for that order. This happens every day at about 3:00 AM. That way the owner knows when any order is paid on account. These individual account invoices can also be sent to the customers. \\ \The date range includes all orders paid on account during that period. \\ \There is a tool in OIC that allows you to keep track of payments for the account invoices. [[joes:payoutorder#Account Payments]]\\ \Sample:
+\Many franchisees allow some customers to pay on Accounts for later payment. They pay the order on account on the day of the order and then weekly or monthly they send the invoice statements from this report. Any time an order is paid on account the owner is sent an email with an invoice for that order. This happens every day at about 3:00 AM. That way the owner knows when any order is paid on account. These individual account invoices can also be sent to the customers. \\ \The date range includes all orders paid on account during that period. \\ \There is a tool in OIC that allows you to keep track of payments for the account invoices. [[pos:payoutorder#Account Payments]]\\ \Sample:
 ===== Payout History =====
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 ===== Payroll Report [Spreadsheet] =====
-\This is a Payroll Report for people who pay on a bi-weekly basis. This Spreadsheet can be run for several weeks. All the overtime is calculated correctly based on Sunday – Saturday weeks. \\ \There is another payroll report, [[joes:timecards-schedules#Payroll Report [PDF]|Payroll Report [PDF]]], in Start>Users>Timecards. In that area, an owner can get a PDF version of a payroll report. There are 2 different ways to get a report email & create PDF. It lumps all hours for the period that is selected together. For this reason, you must run only one week at a time when using the report in POS Start>Users>Timecards so that overtime pay is correctly calculated.
+\This is a Payroll Report for people who pay on a bi-weekly basis. This Spreadsheet can be run for several weeks. All the overtime is calculated correctly based on Sunday – Saturday weeks. \\ \There is another payroll report, [[pos:timecards-schedules#Payroll Report [PDF]|Payroll Report [PDF]]], in Start>Users>Timecards. In that area, an owner can get a PDF version of a payroll report. There are 2 different ways to get a report email & create PDF. It lumps all hours for the period that is selected together. For this reason, you must run only one week at a time when using the report in POS Start>Users>Timecards so that overtime pay is correctly calculated.
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 \This is the same report as the Sales Report. It does not include canceled orders.
 ===== Sales Summary Old (Accountant) =====
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   * <fc #6495ed>**Pmt – Acct -** The total payments for the orders with on Account payments that will be paid later.</fc>
   * <fc #6495ed>**Dep – Acct - **The total deposits you manually entered with POS Spend/ Receive tool for customers paying for their Account orders.</fc>
-  * <fc #4682b4>**Pmt – TOOS -** The total accepted as payments for the day’s TOOS orders that will be partially paid later. The payments for TOOS orders are reduced by commissions, ads, and customer’s that get credits from the TOOS.</fc>
+  * <fc #4682b4>**Pmt – TOOS -** The total accepted as payments for the day’s TOOS orders that will be partially paid later. The payments for TOOS orders are reduced by commissions, ads, and customers that get credits from the TOOS.</fc>
   * <fc #4682b4>**Dep – TOOS -** The total TOOS deposits that were manually entered on that day.</fc>
   * **[COMMISSION –** Bottom of column AF & AG. The easiest way to calculate TOOS expenses is to enter the TOOS bank deposits into the POS Spend/ Receive tool. COMMISSON in this summary is the total recorded for TOOS payments minus the entered deposits. The difference between what is recorded as a payment and the deposit is the TOOS expense. Recording the deposits as they come in is an acceptable workaround and easier than reconciling the deposits to the orders that were taken in the prior week. DoorDash charges a different commission rate for some customers. Some stores pay for ads applied to each order. Customers are given partial credits for reported errors. All those things are an expense.**]**
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   * **O Orders -** Online order count.
   * **Summoned Count -** Outsourced/summoned order count.
 ===== Sales Summary by Zip Code Report =====
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 \Very similar to the Items Sold. It is limited to pizzas only.
 ===== Beverage Sold Report =====
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 \This is a hypothetical cheese usage report. There is an arbitrary cheese amount assigned to each item size that uses mozzarella cheese. Those amounts are totaled and will be remarkably close to what you should have used. If you find your team is using more than this report total you can go over with them the importance of weighing the cheese and every topping on every pizza every time.
 ===== Thin Crust Report =====
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 \The second sheet Thin Crusts by Store list the Thin Crusts ordered with the added column Store. \\ \Then there is a sheet for each store.
+=====Donation Orders Report =====
+\Stores can set up an item size to mark orders for inclusion in a percentage of order donation. \\
+\The item "We'll give % of your order to" has "sizes" that can be added to an order to mark that order for inclusion in a calculation for a percentage of that order's subtotal to be given to a group. An order subtotal does not include any delivery fees, online ordering fees, or sales taxes. \\
+\Some examples of sizes available:
+  * Keene Spirit 10%
+  * TCHS Cougars Baseball 3%
+  * Peter's Colony PTA 3%
+  * JROTC The Colony 3%
+  * Crosswalk Fellowship 3%
+  * NTXCA 3%
+\You can tell a group that if they mention the group when ordering, you will donate a percentage of their order to their group. The size can be put in and out of stock so that it's only available on certain days or times. It can be set to be available online or only in POS. \\
+\This report will display every order which has that item size added to the order. Where the order has more than one item size on the order it only displays the order for one of them.
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