With our newest updates to Reporting, you can explore your store's data and gain valuable insights, including data analysis, view transactions, and staffing trends. Additionally, you'll have the convenience of exporting and printing reports with ease.
Main Home Page
The update to the main home page provides a concise overview of the most frequently accessed pages. Each chart features a built-in shortcut that directs you to the designated page.
Reporting
Click onto to the Reporting page on the left-hand navigation.
This updated overview page provides a quick summary of Net Sales for the day, Total Number of Orders, Average Basket, and Average Item Count per Basket.
Click onto "View" below each section to be taken to a more detailed report where you can investigate further. We also compare today's net sales with the figures from the same day last week.
End of Day Report
Exciting New Feature: You now have the ability to Print the End of Day report from both the back office and POS!
Follow along this article here for a walk through of our new End of Day report.
The remaining Reports are broken into five categories:
Sales, Finance, Inventory, Point of Sale, and Shoppers.
Sales
Sales reports are vital for driving business strategy and optimizing operations. With these reports, you can track sales performance over time, identify trends, and understand customer behavior.
Orders
Orders
All Orders will be found here. Follow along this article here to learn how to search/filter orders.
Sales Overview
Sales Overview
This report presents a breakdown of Net Sales, Basket Size, Tips, Cashback, Payment Expected and Orders for the selected date range. The accompanying charts deliver a visual overview of these metrics, segmented by days of the week and hours of the day. Additionally, the report also features data for your Top 10/20 and Bottom 10/20 Departments.
Sales Trends
Sales Trends
Compare your data across previous days, weeks, and months.
You have the option to filter by Department & Sub-Departments.
You can toggle between Net Sales & Basket Size to switch reports for your preferred analysis.
Item Sales
Item Sales
This report provides an overview of your product sales and offers a detailed analysis to track their specific trends and movements. It will show you your net sales, margins, and items that were sold in this period with an active cost. You have a variety of filters to choose from and can sort by various categories to gain deeper insights.
Note: Net Margin is calculated exclusively for items with valid costs.
Promotions
Promotions
This report allows you to understand whether promotions are performing well or not. Each chart provides visual comparisons of net sales with and without promotions.
Also provides insights on basket sizes with and without promotions.
Suspended Orders
Suspended Orders
This report provides a summary of all suspended/paused orders currently in the system. You have the ability to filter date ranges, lanes, & cashiers, and export the report.
Department Sales
Department Sales
This report provides a breakdown of total (parent) department sales and Sub-Department sales. You can filter by different date ranges and highlight a single department if you choose.
End of Month
End of Month
This report summarizes the End of Month sales (broken down by departments) and the total payments collected.
Finances
Payments
This report provides a comprehensive overview of all payment data. It details payment methods, total payments collected, and payments categorized by lane.
Taxes
Tax reports are essential for ensuring compliance and accurate financial management.
Our new tax report allows you to filter by date and review all taxes collected within the specified date range.
Bottle Deposits
This report will detail all bottle deposits collected and refunded, categorized by Bottle Deposit names.
Gift Cards
This report provides outstanding balance, active gift cards, deposits, redemptions, and BO adjustments over the selected date range.
Inventory
Vendor Report Card
Monitoring vendor performance is essential for maintaining operational efficiency.
Our report card shows you net sales, sales with costs, cost of goods sold and net margin. We also monitor orders placed on the Vori Ordering App, how much you are ordering, and invoices from vendors.
Purchase Orders
Follow along here for an an overview of the Purchase Orders report.
Products
This report offers a comprehensive overview of all items in your product catalog and can be exported in various file formats.
Point of Sale
Tills
Tills
Reviewing till balances is crucial for ensuring financial accuracy and reconciliation.
Follow along here to View Tills in the Back Office.
Till Trends
Till Trends
This report will show Till Difference Trends and compares tills that have been reviewed and not reviewed. The Tills Details chart records information on till openings and closings, along with any discrepancies.
Till Pay-Ins & Pay-outs
Till Pay-Ins & Pay-outs
This report includes data for all Pay-ins and Pay-outs over the selected date range.
It includes details on the timing of the transaction, the amount, and the reason or destination.
Cashiers Overview
Cashiers Overview
This report gives you an overall visual of cashier performance. Each graph presents metrics on employee productivity, manual item/discount usage, and a summary of sales and till activity for the selected date range.
Note: The next 3 reports are all linked to the Cashiers Overview Page
Cashier Report Card
Cashier Report Card
A comprehensive summary of an individual cashier's performance for the chosen date range. This data is useful for identifying and addressing errors or trends in cashier performance.
Manual Items Usage
Manual Items Usage
This report provides data for Manual Items sold by each cashier over the selected date range. Tracking manual item sales made by a cashier is essential for maintaining accurate financial records.
Discounts Usage
Discounts Usage
This report details all discounts applied by cashiers. The chart shows Discount Name, the # of times used, and the total discount amount. Reviewing this data will help ensure profitability and understand cashier behavior.
Shoppers
Shopper Trends
Reviewing shopper trends helps stores understand customer behaviors and buying patterns. With these charts you can view metrics on shopper frequency, average basket size, and average visits (when signed in as loyalty member & though tracking anonymized card fingerprint)
Loyalty
Viewing loyalty metrics is crucial for businesses aiming to understand and improve customer retention and satisfaction. The top of the page displays the current total number of members, the cumulative points balance for all members, and the average points balance.
💡Loyalty Insight provides a clear view of how loyalty impacts your sales
These charts offer various visual comparisons of basket sizes and sales between loyalty members and non-members.
Campaigns
Additional Notes:
Each report can be filtered by different date ranges
To export a report as a PDF, select Export button > DownloadFollow along here for scheduling exports for reports
If you want more detailed insights on a report, hover over the right-hand side, and select show underlying data.
To Download a report as CSV or Excel Sheet:
Hover over right-hand side of report
Select show underlying dataTap
Download dataand select your preferred option.
