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.
This report will help to evaluate how to spend advertising dollars to create the most income possible. Use this report to compare how one offer does compared to another. Also compare how one medium works versus another.
In the settings section select the Start Date: and End Date: as desired.
For the Coupon Redemption Report there is an option to select only one or a few coupons by entering the codes in the Code: form field. Enter a single code like XXX or many codes by separating them with a comma like: 2TO5, WPQ, WPR, WPS. Leave this filed blank to get all the coupons in the report for the period.
There is an option report to choose whether just the Delivery redemptions or just the Pick-Up redemptions or Both. One of these choices is required or the Generate Report button is greyed out and not clickable.
This report has the most redeemed coupon listed first on the list and then the rest are listed in descending order.
If you have access to more than one store you may want to look at the redemption by store.
This is virtually the same report above with a breakdown by store and the addition of the “Store” and “Expires” column.
The first sheet lists all the Codes used. They are grouped by location.
Then there is another sheet for every store you have access to.
This reports how many boxes that should have been used. This report is excellent for making sure that every pizza made is put through JOES. Compare the results of this report to the actual number of boxes used. If more boxes were used than the report states, there were some boxes sold that were not entered into JOES. Not all bundles of boxes come into the building with 50 boxes or 100 boxes in them. There can be more or less.
On this report selecting “POS orders only?” limits the report to phone orders. Use “Online orders only?” to limit the report to online sales.
The report has the highest number used as the top row.
When selecting “Group by size name?” you get a report that has 2 columns.
Running the report without checking the “Group by size name? produces a 3-column report. Use this version to see what the best-selling pizzas/ items are. It is a longer report because it lists all the items sold.
This report shows how many new people are coming into the store.
You can select a max order count to eliminate customers from the list. For example, in September you could run a report for how many people were new customers in January but only have one order. They came in once but have not been back. You could contact them to see what problem there may be with your operation.
The date range is date of their first order.
This reports the numbers of ancillaries ordered. These are most of the ancillary categories.
Enter the date range you wish to view then generate the report.
The first sheet lists the total ancillaries ordered for all accessible stores. It has them listed by ancillary category in alphabetical order.
The second sheet lists them separated by store. With the added column FRANCHISE.
Then there is a separate sheet for each accessible.
This reports the number of toppings ordered. These are the topping Categories.
* Cheese * Firsts * Meat * Meat - Sub * Other * Vegetables *
Enter the date range you wish to view then generate the report.
The first sheet lists the total toppings ordered for all accessible stores. It has them listed by topping category in alphabetical order.
The second sheet lists them separated by store. With the added column FRANCHISE_ID.
Then there is a separate sheet for each accessible.
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. Account Payments
Sample:
Enter the date range to display payouts during the period. Payouts do not need to be assigned to a team member. They are only assigned to the drivers when the driver pays for it out of his bag.
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, 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 report merely lists the total hours for each person without the shift details. The overtime is calculated for any 2-week period.
This report is only for stores using Paycor payroll processing service. When downloaded, verified for accuracy, and then saved as a .csv file it can be uploaded directly to Paycor in the Paycor portal.
One user uses the Payroll Hours Report first and uses that to verify the hours. Once the data is correct in any report it will be correct in all reports.
This is a report for the reimbursement and tip money for each shift. The Not Cash column where it is marked as “true” indicates that the driver was paid by a bank transfer rather than currency from the cash drawer.
The first sheet lists all the drivers for all stores you have access to and then there is a page for each of the stores.
This report is limited to the data from the store that POS is signed in on. That's the location listed in the POS taskbar. It lists all the deliveries for all drivers and the checkout and check-in times for that store only. It gives you statistics for out-the-door times.
It is flawed in that when a driver takes multiple deliveries on the same run, the time is incorrectly recorded the same for each of the deliveries.
This report only uses the data from the store that the POS is signed into. This report is designed for those stores that want to pay their drivers 2 different pay rates. A rate for in the car on the road and another different rate for when the drivers are in the store.
It is a log of the minutes that the driver was on the road.
One must be sure that drivers check in and out for deliveries correctly to use this tool effectively.
This is a list of all the orders where 3rd party drivers were summoned to take the deliveries for us. It uses an arbitrary cost of $7 per delivery. When a close order is sent by Nash through Uber Direct it is only $6.10 per delivery. Some deliveries are more than $12. One must use your delivery service provider’s portal to see the actual expense for each delivery.
This is the list of the orders where the price was changed after the order was entered by the user applying a manger discount.
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 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.
A list of every order entered into JOES. It includes all POS, TOOS, and Online orders. This includes canceled orders.
The columns are labeled well. The Driver Out column is the number of minutes the from when the driver checked out on the delivery. A negative number indicates the driver checked out before the order due time.
There is a summary sheet for all stores you have access to and then individual sheets for each store.
This report uses every order and care should be taken to not use too long a time period.
This is the same report as the Sales Report. It does not include canceled orders.
This report is the old version that shows all cash transactions and all sales data. I left it here and available because the new report was not created until December of 2024. You may prefer this older version to look at last year's data.
Many states have a city sales tax and a state sales tax. If you deliver into different cities the Sales tax report filed with the state will need the sales specified by city.
The pickup sales, which includes TOOS are taxed in the store’s city location. The top row for that store is the pickup sales for that location.
Deliveries can be sent into other cities, and someday maybe even different states.
This report lists the taxes collected for deliveries delivered into each zip code. It is important to note that the Tax column is the true amount collected for sales taxes and may not be the exact percentages as posted. This is due to rounding the sales taxes on every order and there are some tax-exempt sales. Only pay the state the tax amounts listed. This is true of all sales tax amounts shown in any JOES report.
There are some places where the Del Fee is not taxable.
This report includes all cash transactions and all sales data. If one enters all needed data into POS one merely sends this report and his bank ledger to his bookkeeper. No need to send Closeout Reports.
Sometimes a number shows as ##### instead of the actual number. That is merely because the column is too narrow to display the full number. To widen the column, go to the top row of letters and grab and move the right edge to the right or double click the right edge of the column.
I color coded some columns for fun.
Many states have a city sales tax and a state sales tax. If you deliver into different cities the Sales tax report filed with the state will need the sales specified by city.
The pickup sales, which includes TOOS are taxed in the store’s city location. The top row for that store is the pickup sales for that location.
Deliveries can be sent into other cities, and someday maybe even different states.
This report lists the taxes collected for deliveries delivered into each zip code. It is important to note that the Tax column is the true amount collected for sales taxes and may not be the exact percentages as posted. This is due to rounding the sales taxes on every order and there are some tax-exempt sales. Only pay the state the tax amounts listed. This is true of all sales tax amounts shown in any JOES report.
There are some places where the Del Fee is not taxable.
This report lists all the Item Sizes sold.
The first sheet is a summary of all the item sizes sold at the stores you have access to. The second sheet shows all the item sizes sold with a store column so you can easily compare store performance. Then there is a sheet for each store.
“Checking the TOOS only?” Checkbox prior to running the report will report only those items sold through our 3rd party delivery service partners.
Very similar to the Items Sold. It is limited to pizzas only.
Enter the date range you wish to view then generate the report.
The first sheet lists the total count of the beverage flavors ordered for all accessible stores. It has them listed by size and flavor in alphabetical order.
The second sheet lists them separated by store. With the added column FRANCHISE.
Then there is a separate sheet for each accessible.
Enter the date range you wish to view then generate the report.
The first sheet Dough Balls All Stores lists the total doughball counts that should have been used based on what was ordered at all accessible stores.
The second sheet Dough Balls by Store list the doughballs ordered with the added column Store.
Then there is a sheet for each store.
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.
Enter the date range you wish to view then generate the report.
The first sheet Thin Crusts All Stores lists the total thin crust counts that should have been used based on what was ordered at all accessible stores.
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.