Differences

This shows you the differences between two versions of the page.

--- pos:report-wizard [2025/04/06 18:29] – ↷ Links adapted because of a move operation mrjim
+++ pos:report-wizard [2025/07/25 22:24] (current) – [Sales Summary 2025 (Accountant)] mrjim
@@ Line 1: / Line 1: @@
 ====== 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 =====
@@ Line 215: / Line 215: @@
 \This is the same report as the Sales Report. It does not include canceled orders.
 ===== Sales Summary Old (Accountant) =====
@@ Line 259: / Line 260: @@
   * <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.**]**
@@ Line 271: / Line 272: @@
   * **O Orders -** Online order count.
   * **Summoned Count -** Outsourced/summoned order count.
 ===== Sales Summary by Zip Code Report =====
@@ Line 283: / Line 285: @@
 \Very similar to the Items Sold. It is limited to pizzas only.
 ===== Beverage Sold Report =====
@@ Line 307: / Line 310: @@
 \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 =====