Dining | Dining Sales Report

Dining Sales Report

The Dining Sales Report offers a comprehensive overview of sales generated from your community's dining venues (POS orders) and from the in-suite orders (both web and app orders). This report provides essential insights to help track and manage sales data effectively.

How to Generate the Report

To generate the Dining Sales Report, follow these steps:

1. Navigate to the Back Office Panel.
2. Click on Dining > Reports.
3. You will be presented with a Reports Grid, which shows a list of previously generated reports.
4. From the grid, click on the Export dropdown menu and select Sales Report.
5. A new window will appear with options to select the following:
   • Date Range (choose a specific day or a custom date range)
   • Services (select from POS, in-suite, or both)
   • Locations (choose one or multiple dining locations)
   • Meal Slots (choose one or multiple options)
6. Once all selections are made, click Export.
7. The report will be generated within 5-10 minutes. The grid will auto-refresh, and the report will appear once it's complete. It will be available for download for 14 days after generation.

Key Features:

Customizable Date Range

• Generate the report for a specific day or a custom date range.
• Select one or more dining locations for a detailed breakdown of sales.

Sales Report Breakdown

The report provides a comprehensive breakdown of sales, including:

• Summary: Details on major items like gross sales, non-taxable sales, total transactions and so on.
• Payment Method: Details on how payments were made (credit card, on account, etc.).
• Charge Code: A breakdown by different charge codes.
• Tax Code: Information about applicable taxes on the sales.
• Comps, Voids, Tips, and Fees: Detailed monetary amounts for discounts, voided orders, tips, and any additional fees applied during the transaction.

Customer Insights

• The report categorizes customers by type and shows the following:
  • Residents (and per level of care)
  • Guests
  • Staff

Important Notes

Date of Consumption:

• The sales data is based on the date of consumption. This is either the day the dining in-suite request is planned or the day the dining POS request is created.

Dining POS Requests:

• Dining POS sales will only appear in the report if the table is closed. Ensure that the table is closed before generating the report for the data to be included.

In-suite Orders:

• In-suite orders will only be included in the report if the dining request status is marked as completed. Orders that are pending or still being processed will not appear.