Filters

Activity Range

Select the invoice date range

Invoice date

From

Enable the date you wish the report to start.

To

Enable the date you wish the report to end.

NOTE: Enabling the All Values option in the Order Count filter disables the Activity Range filter

Amount

The amount filter is used mainly with invoice reports and allows filtering on various amounts that can be found on invoices, such as Total, Sus-total, Total Tip, Promotion amount, Item Price, Media or Service Charge.

OR / AND

The OR / AND operators allows you to combine multiple search expressions.

Field

Select: sub-total, total, total; tip, promotion, item price, media, service charge.

Operator

Select: equal, not equal, less than, greater than, less or equal, greater or equal.

Value

Enter the price value, desired to begin your report.

Categories

Select Category/Categories desired for Report

Enable this to check all Categories.

Enable this to uncheck all selected Categories.

Comparison

The Comparison filter is used in various comparison reports, available in the Analysis section, such as:

• Division Comparison by modes

• Division Comparison by Revenue Center

• Division comparison Consolidated

• etc...

Choose from the drop-down menu the sales you wish to compare.

• Daily summary files

• Weekly Summary files

• Monthly summary files

• Period summary files

• Annual Summary files

• Custom Date

NOTE: The dates available for comparison will be determined by the dates selected as the Fiscal Date. If selecting a Weekly Summary file, under the Fiscal Date branch, then you can select a Weekly summary file under the Comparison branch.

Customers

Selects all customers

Removes all customers

Date Range

Select the range of dates for which the report will be generated

NOTE: The range is limited to the past 366 days and to the number of days to keep Transaction history set in the Account Receivable setup screen.

From:

Enter or select the first date to include in the report.

To:

Enter or select the last date to include in the report.

Day

>Select the day for which the report will be generated

Today

Enable this to generate the report for the current day.

Previous day

Enable from the drop down menu one of the last 7 days on for which you want to generate the report

Delay

>Delay

Longer than

Enter the time of delay you wish your report to generate.

>Dates

From

Enter the date you wish your report to start generating.

To

Enter the date you wish your report to stop generating.

Department

Enable this option to add all modes for the report to be generated.

Enable this option to remove all of the selected modes.

Divisions

Select desired Division/Divisions for the report

Enable this to check all Divisions.

Enable this to uncheck all selected Divisions.

Drawer

Select desired drawers for report

Enable this to check all Drawers.

Enable this to uncheck all selected Drawers

Drawer

Select desired drawers for report

Enable this to check all Drawers.

Enable this to uncheck all selected Drawers

Fiscal Date

Choose From the Drop-down menus the sales you would like to analyze

Daily summary files

Weekly Summary files

Monthly summary files

Period summary files

Annual Summary Files

Custom Date *

*Custom Date allows to select the beginning and ending dates of the sales data being analyzed

Once selecting the dates for the report, you can select workstations, modes, Revenue Centers etc. to be included or excluded. Select the filter branches to customize the report. Take note that some filter branches will have selections with a number in brackets. The number in brackets corresponds to the primary key # in the BDF file generated by the report.

Forecast

>Parameters

Number of days:

Enter the number of previous days to be considered in the forecast.

Variance %:

Enter the variance of the true calculations you wish to see.

>Exclusion

Remove Minimum/Maximum:

Enable these options to exclude the lowest or highest single day / week / month's totals into the equation.

Formula

Display Formula of Applied Filters

This branch shows the filter applied on this report. This display will be empty if you do not apply any filters.

Hourly Report Filter

Select the Hourly Report(s)

Average Sales per Transactions by Server

This filter shows the average price per transaction according to the Time Table.

NOTE: Transaction is a kitchen/bar order.

Meter

This filter shows the Meters that were affected according to the Time Table.

Number of Invoices by Server

This filter shows the number of checks for each employee according to the Time Table.

Number of Items by Server

This filter shows the number of items for each employee according to the Time Table.

Number of Meals by Server

This filter shows the number of meals each employee sold according to the Time Table.

Sales by Division

This filter show the sales amount per division according to the Time Table.

Sales by Server

This filter shows the total amount of sales for each employee according to the Time Table.

Sales by Workstation

This filter shows the hourly sales per workstation according to the Time Table

Invoices

Invoices

>Select the range for which the report will be generated

From

Enable the invoice number you wish the report starts generate

To

Enable the invoice number you wish the report stops generate

Include normal invoices

Enable this option to use invoices generated at the workstations.

Include import sale invoices

Enable this option to use invoices generated by an external web application.

Items

Select this option to add all the items from the scroll down list in the report.

Enable this option to remove all the options from the scroll down list.

Item Classes

Enable this option to add all item classes for the report to be generated.

Enable this option to remove all of the selected item classes.

Medias

Select desired options

Enable this to selected all options

Enable this to uncheck all selected options

Modes

Enable this option to add all modes for the report to be generated.

Enable this option to remove all of the selected modes.

Order Count

>Select the range for which the report will be generated

Order Count

From

Enable the minimum number of orders to include.

To

Enable the maximum number of orders to include.

All Values:

Enable this option to include any customer who ordered at least once.

NOTE: Enabling this option disables the Activity Range filter.

Order Date Range

>Select the invoice date range

Current day

Enable this option for the current day.

Invoice date

From

Enable the date you wish the report to start.

To

Enable the date you wish the report to end.

>Select the order time range

Order time

From

Enable the time you wish the report to start.

To

Enable the time you wish the report to end.

Pre-Order Date Range

Select the range of dates or hours for which the pre-order report will be generated

NOTE: Pre-Orders are only taken for the next 366 days.

Range:

• Custom Date: Allows to enter or select a beginning and ending date in the two filters below.

• Now: Allows to enter the number of hours or days from the moment the report is printed in the filters at the bottom.

From:

Enter or select the first date to include in the report.

To:

Enter or select the last date to include in the report.

Plus:

Enter the number of hours or days from the present to include in the report.

Unit:

Select Hours or Days

Preferential Screens

Select desired Preferential Screens

Enable this to check all Preferential Screens.

Enable this to uncheck all selected Preferential Screens.

Promotion

Select the type of discount you wish to promote.

Enable this option, if wish to have all promotions in the report.

Enable this option, to remove all selected promotions

Revenue Centers

Select desired Revenue Center(s)

Enable this to check all Revenue Centers.

Enable this to uncheck all selected Revenue Centers.

Screen Layout

Select desired Screen Layout

Enable this to check all Screen Layouts.

Enable this to uncheck all selected Screen Layouts.

Shift

Select Desired Shifts

Enable this to check all Shifts.

Enable this to uncheck all selected Shifts.

Table.

Select the range for which the report will be generated

Tables

From

Enter here the number of the table you wish the report start generating.

To

Enter here the number of the table you wish the report stops generating.

All values

Enable this option to generate the report on all tables.

Task

Enable this option to add all Tasks for the report to be generated.

Enable this option to remove all of the selected Tasks.

Time

>Select the range of time for which the report will be generated.

From

Specify the starting time of the report.

To

Specify the ending time of the report.

Time slice

Specify what is the time slice you want for this report.

Time Table Filter

Select the Time Frame(s)

NOTE: Time Tables are created in Report Center / File / Time Table

Training

Normal Sales:

Enable this option to only print real sales.

Training Sales:

Enable this option to only print practice sales.

Transactions

>Parameters

Included inactive accounts

Enable this option to include all inactive accounts in the report. An inactive account is an account that has no transactions

Until Date

Date:

Enable the date for which you wish the report to generate.

Week

Current Week, Next Week:

Enable the Current or Previous Week you wish the report to generate

From

The date you wish the report to start of the above-mentioned week.

To

The date you wish to end of the above-mentioned week.

Workstation

Select Desired Workstation/Workstations

Enable this to check all Workstations.

Enable this to uncheck all selected Workstations.

ZIP code

Add All

Enable this option to add all zip codes for the report to be generated.

Remove All

Enable this option to remove all of the selected zip codes.