How To - Useful Reports

This document contains information about a selection of useful reports for sites to use and the folders which they can be found in. Users can also navigate to these reports using the search function at the top of the Dimensions window.

Financial - Business Reporting Folder

7 Day Statement of Trade

This report will give you a financial breakdown of your week. It will include all declarations, variances, cash on site figure and banking amounts.

Period Statement

This report will give you a financial breakdown of your week. It will include all declarations, variances, cash on site figure and banking amounts.

Business Comparison Report

The Business Comparison Report shows divisional sales comparison of the current period. The report also contains an alternative layout with sales at actual price.

Financial - Cash Movement Folder

Variance Report

This report shows count & declaration variances by till & safe.

Session Cashup Report

The Session Cashup Report shows open & close times of sessions by till, sales and payments by till, declarations & declaration variances by till.

Audit Report

The Audit Report helps you track any financial movement within Aztec.

Banking Summary Report

Banking Summary Report which shows the banking audit trail, including references and collection references. This report also shows auto-banked totals such as EFT.

Miscellaneous Expenses Report

Miscellaneous Expenses Report which shows a summary of expense categories and amounts by Gross & Net. This report also has a 2nd layout which shows the details of each expense within an expense category including times & references.

Miscellaneous Income Report

Miscellaneous Expenses Report which shows a summary of expense categories and amounts by Gross & Net. This report also has a 2nd layout which shows the details of each expense within an expense category including times & references.

Product

Product Sales

Within the Product Sales report every product sold through the terminal can be reported against, and you can narrow this report from the top division right down to the individual product..

Product Sales by Employee

The product sales by employee reports shows employee item sales by portion and can be viewed as gross sales, net sales or quantity.

Sales

Hourly Sales by Venue

This report gives an hourly or half hourly breakdown of your sales throughout the day making it a useful report when planning labour costs or food production.

Age Check Report

If the correct functionality is enabled the age check report shows summarised information about which employees are using the age validation function on the tills. This is helpful to ensure compliance with licensing legislation, but also to identify any training opportunities which may be required to improve compliance.

Promotions

Discounts/Promotions

This report gives a breakdown of all promotions and discounts that have been used within a business. The report will chart the tariff price against the promotional/discounted price to show the promotional loss. Use the detail tab to show exactly which products are being used with the promotion..

Employee

Detailed Corrections

The Detailed Correction report gives a breakdown of any clears, refunds & voids. Utilise the filter function and this will also give you a wastage report for products wasted through the tills.

Summary Corrections

The summary corrections report shows correction types made per employee and can be viewed as either quantity or value.

Employee Sales & Performance

This will show an employee’s gross sales, and then break this down so their performance and efficiency can be determined. It will show their average order, the number of tables & covers and the average spend per cover. The report is available to view in either Gross or Net.

Weekly Summary of all Servers

Within this report is a daily breakdown of how employees have performed. It included the sales quantity and amount, the amount of corrections and an error percentage.

Transaction

Detailed Transaction

This report contains every transaction that has been rung through a terminal, you can drill down and filter this report to any detail. You can even generate printable receipts from within this report.