Review the Checkouts Report

Follow these steps to open and understand the Checkouts Report from the Manager Portal.

1. Log in to the Manager Portal.
2. Select the hamburger menu (three lines) in the upper-left.
3. Select "Reports".
4. On the Reports submenu, select "Checkouts".
5. Review the Reference section (below) for assistance with understanding the report.

Reference

The following list provides detailed definition of report labels.

> Note: "Total amounts" are amounts as rung in by the selected employee.

• Sales Summary: Total overview of employee sales activities for the day
• Gross Sales: Total sales before adjustments (before any discounts, comps, spills or voids have been subtracted)
• Voids: Total amount of items voided
• Gross Sales-Voids: Gross sales minus employee voids
• Comps: Total amount of items comped
• Discounts: Total amount of items discounted
• Spills: Total amount items spilled
• Net Sales: Total sales after adjustments (discounts, comps, spills, or voids have been subtracted)
• Service Charges: Total amount of service charge fees
• Net Sales & SVC Chgs: Total sales after adjustments (discounts, comps, spills, or voids have been subtracted) and with added service charge fees
• Taxes: Total taxes collected
• Paid Tips: Total tip amounts collected by server (all reported credit card tips and cash tips)
• Retained Tips: Total tip amounts retained by venue (for taxes or to cover fees, if applicable)
• Paid Gratuities: Total gratuity amounts applied to checks
• Retained Gratuities: Total gratuity amounts retained by venue (for taxes or to cover fees, if applicable)
• Rounding: If your venue uses rounding, the round will always be in favor of the customer (round down)
• House Acct. Charges: Total amount charged on a check to a House Account
• House Acct. Payments: Total amount paid on a check to a House Account
• Gift Card Activations: Total amount of any gift cards activated during shift
• Gift Card Voids: Total amount of any gift cards voided during shift
• Gift Card Comps: Total amount of any gift cards comped during shift
• Gift Card Discounts: Total amount of any gift cards discounted during shift
• Gift Card Redemptions: Total amount of any gift cards redeemed during shift
• Customer Payments: Total amount of all payment forms taken from customers
• Paid Ins: Total amount paid in to employees during shift
• Paid Outs: Total amount paid out to employees during shift
• Payments Total: Total amount of net sales combined with taxes, tips, House Accounts, and gift card actions or payments
• Avg Check: "Payment total" amount averaged by "Guest Count"
• Guest Count: Total number reported guests
• Sales by Category (#):
  • These categories vary by venue. 
  • This section includes a breakdown of sales reported within in each category, as well as a number of items sold in each category.
  • Examples:
    • Beer: Total items sold under the Beer category 
    • Liquor: Total items sold under the Liquor category 
    • N/A Beverages: Total items sold under the Non Alcoholic category 
    • Wine: Total items sold under the Wine category 
• Payments by Type: A breakdown of payment types, with a count of each type of payment and tip taken
  • Visa: Payments taken with a Visa-issued card
  • MC: Payments taken with a Mastercard-issued card
  • AMEX: Payments taken with an American Express-issued card
  • Discover: Payments taken with a Discover-issued card
  • Cash: Payments taken with cash
  • Third Party: Payments taken through a third party
    Example: Door Dash, Uber Eats, etc.
  • Website: Payments taken through website ordering
• Cash Reconciliation: Breakdown of how cash is distributed
• Starting Bank: Total amount in drawer/bank at beginning of shift
  > Note: This is not used by all venues.
• Cash Sales: Total amount of cash sales collected
• Paid Ins/Paid outs: Total amount of any paid ins or paid outs
  > Note: This can be a negative amount due to paid outs.
• Venue Keeps: The amount of cash kept by venue
  > Note: This can be a negative amount if more sales and tips come from card sales than cash sales.
• Card Tips & Grats: Total amount of credit card tips and gratuities