Reviewing WaiterMate Reports

Summary

Although OfficeMate has a very comprehensive range of reporting tools, WaiterMate also provides access to some snapshot style reports that can be generated to quickly analyse the current or recent shifts sales and/or takings. Some of these reports are also used to provide the basic information to balance the cashdrawers or to 'Cash Up'. 

Reporting in WaiterMate is a feature that has permissions attached to it. To check the permission for each user group, select the permissions tab in OfficeMate. See Guide  Managing Permission Groups

For information about viewing and printing these reports, see guide Viewing and Printing WaiterMate Reports

Takings - This Terminal

The 'Takings - This Terminal Report' is an itemised report of all payments received at this terminal. If a total takings figure for the entire venue is required, then this report must be run from each terminal that has a cashdrawer assigned to it. If a summary will be sufficient, run the the 'Takings - All Cashdrawers' report from one terminal.  

	<- Venue Name
	<- Shift / Date
	<- Trading Day Creation
	<- Terminal Name
	<- Cash Payments Received
	<- Credit Payments Received
	<- Debit Payments Received
	<- Card Totals
	<- Web Payments Received
	<- Total Cash Tips
	<- Card Tips (Itemised per payment type)
	<- Total Card Tips
	<- Total Web Tips
	<- Itemised Debtor Activity (Sales and Payments)
	<- Venue Debtor Activity (Sales and Payments)
	<- Voucher Activity (Sales and Payments)
	<- Scroll Bar to navigate through the onscreen report
	<- Print the report
	<- Select 'OK', to exit the report

Takings - All Cashdrawers

The 'Takings - All Cashdrawers' report is a summary report for all cashdrawers takings for the whole venue. This report can be viewed or printed from any terminal within the venue. Each cashdrawer will have summary totals and also a venue total. Included on this report are some other venue totals such as deletions, debtor activity and vouchers.  

Sales

The 'Sales' report is a detailed/itemised report for all items sold in the venue for this shift. This report can be viewed or printed from any terminal within the venue. Each items is calculated individually and also as total section sales and finally total venue sales. Totals are shown after any adjustment are made such as discounts or surcharges and also including GST. 

	<- Venue name
	<- Shift / Date
	<- Trading Day Creation
	<- Date
	<- This Menu Section name
	<- This Item name
	<- Quantity & Revenue for this item sold
	<- Next Menu Items sold for same Section
	<- Quantity & Revenue for these item sold
	<- Total Quantity & Revenue of All Items Sold in this section
	<- The same breakdown as above for each section to follow
	<- Total Quantity & Revenue of all items sold
	<Total Discounts and Surcharges
	<- Scroll Bar to navigate through the onscreen report
	<- Print the report
	<- Select 'OK', to exit the report

Account Sales

The 'Account Sales' report is a sales report per account types used to place the orders in the venue for this shift. This report can be viewed or printed from any terminal within the venue. Each account type is shown separately with total sales shown below. This report also shows sales per category, per location. Totals are shown after any adjustment are made such as discounts or surcharges and also including GST unless otherwise explained.

	<- Venue Name
	<- Shift / Date
	<- Trading Day Creation
	<- Accounts Open Warning
	<- This Account Type
	<- Quantity and Value of Open Accounts Sales
	<- Quantity and Value of Closed Accounts Sales
	<- Covers and Value Per account Type
	<- The same breakdown as above for all account types to follow
	<- Total Open Value & Quantity Accounts
	<- Total Closed & Quantity Accounts
	<- Total GST on all accounts sales
	<- Total of all accounts sales including GST
	<- Total of all accounts sales subject to GST
	<- Total of all accounts sales NOT subject to GST
	<- Total off all account sales excluding GST
	<- Total Sales for each Location
	<- Breakdown of Sales for each Category
	<- Total Discounts for each Location
	<- Breakdown of Discounts for each Discount
	<- Total Number of Covers (Usually just for tables)
	<- Dollars Per head (Usually just for tables)
	<- Scroll Bar to navigate through the onscreen report
<- Print the report
<- Select 'OK', to exit the report

Labour

The 'Labour' report is a sales report used to quickly see the estimated labour costs based on 'clocked on' users compared to the sales. This report can be viewed or printed from any terminal within the venue. This report relies on there being users clocked on and also a pay rate recorded in the user screen. 

	<- Venue Name
	<- Shift / Date
	<- Trading Day Creation
	<- Previous Hour (Time Displayed)
	- Previous Hour Sales
	- Cost $ of pay for all clocked on users
	- Percentage of sales / labour cost
	- Sales Per/Labour Hour
	<- Current Hour (Time Displayed)
	- Current Hour Sales
	- Cost $ of pay for all clocked on users
	- Percentage of sales / labour cost
	- Sales Per/Labour Hour
	<- Daily Total
	- Previous Hour Sales
	- Cost $ of pay for all clocked on users
	- Percentage of sales / labour cost
	- Sales Per/Labour Hour
	<- Print the report
	<- Select 'OK', to exit the report

KTS

The 'KTS' report is used by venues that use a KTS (kitchen touch screen) to provide some basic statistics about the KTS for analysing the flow of orders. This report can be viewed or printed from any terminal within the venue.

	<- Venue Name
	<- Shift / Date
	<- Trading Day Creation
	<- The longest time orders have been on all KTS
	<- The shortest time orders have been on all KTS
	<- The average time orders have been on all KTS
	<- The average time orders were Live on all KTS
	<- The average time orders were on hold on all KTS
	<- The total amount of dockets on all KTS
	<- Print the report
	<- Select 'OK', to exit the report