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

--- pos:report-wizard [2025/08/29 21:01] – [Donation Orders Report] mrjim
+++ pos:report-wizard [2026/01/28 18:50] (current) – [Report Wizard] 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 [[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.
+\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 can be installed it on any computer. Also, these reports are sent to the computer directly as a file. Although the spreadsheets automatically open, THEY MUST BE 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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 ===== 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, [[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.
+\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:startmenu#timecards|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.
@@ Line 202: / Line 203: @@
 ===== Update Item Prices =====
-\These are the current menu prices for a store. It is a tool to send us new menu prices when changing more than a few prices. \\ \Each menu item size is priced indecently. \\ \There is a column for newPrices with zeros. And another column of zeros called newToppings. When changing prices, enter the price for that item size. Leave a price at $0.00 if it is not to be changed. Change the zeros in the newTopping column to the new topping prices when you wish to change topping prices. If you do not wish to change the price leave the 0. \\ \Sending the new prices with this sheet allows all the changes to be made at once.
+\These are the current menu prices for a store. It is a tool to send us new menu prices when changing more than a few prices. \\ \Each menu item size is priced indecently. \\ \There is a column for newPrices with zeros. And another column of zeros called newToppings. When changing prices, enter the price for that item size. Leave a price at $0.00 if it is not to be changed. Change the zeros in the newTopping column to the new topping prices when you wish to change topping prices. If you do not wish to change the price leave the 0. \\ \Sending the new prices with this sheet allows all the changes to be made at once.\\ \You can upload the item sizes prices yourself in the OIC with the [[oic:storeinfo#Item Sizes|Store Info> Change Prices> Item Sizes]] tool.
 ===== Update Ancillary Prices =====
-\These are your current prices for those ancillaries that you charge for. It is a tool for you to send us your new ancillary prices when you want to change more than a few ancillary prices. \\ \There is a column for NEWPRICE with zeros. When you want to change prices, you change a zero to the price you want for that ancillary. \\ \Sending the new prices with this sheet allows all the changes to be made at once.
+\These are your current prices for those ancillaries that you charge for. It is a tool for you to send us your new ancillary prices when you want to change more than a few ancillary prices. \\ \There is a column for NEWPRICE with zeros. When you want to change prices, you change a zero to the price you want for that ancillary. \\ \Sending the new prices with this sheet allows all the changes to be made at once. \\ \You can upload the Ancillary prices yourself in the OIC with the [[oic:storeinfo#Ancillaries|Store Info> Change Prices> Ancillaries]] tool.
 ===== Sales Report =====
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   * <fs Large><fc #efcc00>**Refund CC –** The total of any refunds processed on that day. </fc></fs>
   * <fs Large><fc #efcc00>**Dep – Credit -** The bank deposit from the credit card company and will always match the bank deposit to the penny for every day. </fc></fs>
-  * <fc #6495ed>**Pmt – Acct -** The total payments for the orders with on Account payments that will be paid later.</fc>
+  * <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 #6495ed>**Dep – Acct - **The total deposits you manually entered with POS Spend/ Receive tool for customers paying for their Account orders. These deposits are not normally on the Closeout Reports and must be added as additional deposits. They may be a sperate check deposit or a credit card transaction that was not done through POS. There can be a rare occasion where a customer pays in cash for an order that was put on account. Any cash money paid for an Account order can be merely put in the cash drawer and ignored. That day's closeout will be over, and the overage will be added to the store's income. </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>
+  * <fc #4682b4>**Dep – TOOS -** The total TOOS deposits that were manually entered on that day. TOOS deposits never match the TOOS payment on the Closeout Reports. All TOOS deposits are put directly into the bank account. The amount of the deposit is different from the payments shown in the Closeout. There are deductions for commissions, ads, and customer discrepancies. </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.**]**
   * **Dep – Bank -** The total of the Cash Deposit and the Check Deposit [if there is a Check Deposit].
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 =====Donation Orders Report =====
-\Stores can set up an item size to mark orders for inclusion in a percentage of order total donation.
+\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.
-\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 to
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