Introduction to Reports 2.0

SALIDO users have access to our second-generation reporting system! Reports 2.0 offers highly customizable template-based reports in both Summary and Detail format.

You have the functionality to set high-level parameters such as Brand, Location, and Timeframe. Additionally, filtering allows for scoping the report to show specific data sets. Users can also make use of Row and Column adjustments to view the final set of data in various visuals for your Accounting and Management Teams through grouping and comparing.

These reports can be exported, emailed, and scheduled just like before. To access Reports 2.0, simply click on the yellow circle on the upper right-hand side of the dashboard screen, and follow the navigation link to Reports.

USING THE CALENDAR TO SELECT A TIMEFRAME

A report can be scoped to a dynamic timeframe using one of the preset boxes to the left of the calendars. A report can be set for Today, Yesterday, Current week/month/year, or any number of Previous ranges.

The calendar tool can be used to select a custom range of static dates, or a single day that does not fall under the scope of any dynamic ranges. To select a single day, double click on the desired date. To select a range of dates, click on the first date, and then again on the last date in the desired range. Dates included in the report will become highlighted. To start over, click the red 'reset' button on the top of the calendar.

Screen_Shot_2020-04-09_at_2.40.12_PM.png .

SCOPING THE REPORT TO A SPECIFIC BRAND, LOCATION, OR REVENUE CENTER

It might be necessary to view a report containing data from only some of a Location's Revenue Centers. This can be completed by selecting the bullseye symbol next to the Organization Name, and deselecting the check box next to the unwanted Brands/Locations/Revenue Centers.

SELECT A TEMPLATE REPORT STYLE

First, select the option for "New" on the left of the Report heading. The drop down list will contain all of the available Template Reports to start from. Once you select the desired Report Template, the data will auto-populate.

REPORTING TEMPLATE OVERVIEW

Template Reports come in a Summary or a Detail style.

Summary reports combine data to output Metrics. Metrics can be used to show totals, percentages, and averages of the data. For example, a Payment Summary report can be run to show a breakdown of Payment Methods used within the selected timeframe parameters.

Detail reports simply output values that are stored in the database. They are capable of showing a large range of Attributes, but will not sum data. As an example, a Payment Detail report would return a list of all data associated with each payment taken within the selected timeframe parameters.

REPORT TYPES

Report Templates are split into three basic Types: Accounting, Sales Performance and Labor.

DATA SET TYPES

Not every Report Template makes use of the same types of data, and this affects which Attributes and Metric options users see when editing Report Templates. Data Set Types can be categorized as Checks, Payments, Check Items, Banks, and Shifts. For additional information on which Data Set Types are available per Template, please see the chart below.

ACTIONS ON COMPLETED REPORTS

Once the report is completed, users can click on the yellow box to the left of the Report Header for a dropdown showing the following actions:

Save: Saves any changes made to a previously saved report.
Save As: Saves the newly created report so it will be accessible at a later date. Also, allows the report to be Scheduled and Shared.
Rename: Changes the name of a previously saved report.
Email: Sends the report to a specified email address as an Excel attachment.
Schedule: Allows the report creator to configure an email schedule that will send the report automatically to recipients daily, weekly, or monthly. Recipients can either be active on the Bridge or an email with no Bridge access.
Share: Allows the report creator to grant additional Bridge users permission to view and edit the report.
Print & Export: Allows the user to print, or to export the report as a .PDF or .EXL file.

TEMPLATE REPORT DETAILS

Template Name	Description	Report Style	Report Type	Data Types Available	Default Timestamp
Payment Detail	This report shows the details of all payments row by row along with payment level information such as tender info, check info, payment info and gateway info. It can be refined and filtered by location, time, and payment details.	Detail	Accounting	Checks Payments	Tendered At
Credit Card Batches	Use this to view an aggregated summary of payments made by batch and summarized by payment method. You will see the total number, net sales dollar amount, and percentage of total column by column. It can be refined and filtered by location, time, and payment details.	Summary	Accounting	Payments	Batch > Opened At
Payments by Employee	Use this to view an aggregated summary of payments by employee. You will see the total payment amount for each payment method, pre-tip and post tip. It can be refined and filtered by location, time and payment details.	Summary	Accounting	Payments	Check > Closed At
Payment Summary	Use this to view an aggregated summary of payments summarized by payment method. You will see the total payment amount for each payment method, pre-tip and post tip. It can be refined and filtered by location, time and payment details.	Summary	Accounting	Payments	n/a
Voided Checks	This report shows the details of all voided checks row by row along with check level information such as time open, owner, total amount, and tip amount. It can be refined and filtered by location, time, and check details.	Detail	Accounting	Checks Payments	Check > Voided At
Open Checks	This report shows the details of all open checks row by row along with check level information such as time open, owner, total amount, and tip amount. It can be refined and filtered by location, time, and check details.	Detail	Accounting	Checks Payments	Check > Opened At
Closed Checks	This report shows the details of all closed checks row by row along with check level information such as time open, owner, total amount, and tip amount. It can be refined and filtered by location, time, and check details.	Detail	Accounting	Checks Payments	Check > Closed At
Banks Detail	This report shows a detailed view of banks. This includes information such as Ref #, POS Terminal, Closed By, and Under/Over. It can be refined and filtered by location, time, and bank level details.	Detail	Accounting	Banks	Closed At
Banks Summary	This report shows a summary of yesterdays banks. This includes information such as summed up opening amounts, closed amounts, cash received, expected vs actual, and over/under. It can be refined and filtered by location, time, and filtered by bank level details.	Summary	Accounting	Banks	Closed At
Accounting Summary	A summary of accounting data	Summary	Accounting	Checks Check Items Payments	Check > Closed At
Bank Transaction Detail	This report shows every transaction at your banks row by row along with information such as who made the transaction, the transaction type, any description, and date and amount data.	Detail	Accounting	Banks Bank Transactions	Closed At
Bank Transaction Summary	This report shows a summary of yesterdays bank transactions by Employee. This includes information such as summed up opening amounts, closed amounts, cash received, expected vs actual, and over/under. It can be refined and filtered by location, time, and filtered by bank level details.	Summary	Accounting	Banks Bank Transactions	Closed At
Tax Detail	Row by row, this report lays out each tax you’ve paid and includes details such as tax rule, total amount, check #, etc.	Detail	Accounting	Checks Payments Check Items	n/a
Tax Summary	This report shows your taxes paid by tax rule, with details such as the number of times that tax occured, the % of the check attributable to that tax, and the total tax amount.	Summary	Accounting	Checks Payments	n/a
Tax Exemptions by Revenue Category	This report summarized your exempt taxes by Revenue Category.	Summary	Accounting	Checks Payments	n/a
Discount Detail	This report shows the details of each discount given row by row along with payment level information such as order info, check info, payment info and tax info. It can be refined and filtered by location, time, and either item or sales level details.	Detail	Sales Performance	Checks Check Items Discounts	n/a
Discount Summary	Use this to view a summary of your aggregated discounts, organized by the discount type and the rules applied to that discount. You will see the total numbers, net discount amount, the percentages of total discounts, and product details column by column. It can be refined and filtered by location, time, and discount level details.	Summary	Sales Performance	Discounts	n/a
Product Mix Detail	This report shows the details of each product sold row by row along with payment level information such as order info, check info, payment info and tax info. It can be refined and filtered by location, time, and either item or sales level details.	Detail	Sales Performance	Checks Check Items	Ordered At
Product Mix	Use this to view a summary of your aggregated sales numbers for each product, organized by menu items and their respective categories. You will see the total volume, net sales dollar amount, and product details column by column. It can be refined and filtered by location, time, and item level details.	Summary	Sales Performance	Check Items	Ordered At
Void Detail	This report shows the details of each void entered row by row along with void and payment level information such as the void reason, order info, check info, payment info and tax info. It can be refined and filtered by location, time, and either item or sales level details.	Detail	Sales Performance	Checks Check Items Voids	n/a
Void Summary	Use this to view a summary of your aggregated voids, organized by the void type and reason. You will see the total numbers, net void amount, the percentages of total voids, and product details for each void column by column. It can be refined and filtered by location, time, and product level details.	Summary	Sales Performance	Voids	n/a
Sales by Server	This report shows a summary of a servers operations throughout the day. This includes information such as total covers, average revenue per cover, service charge net amount, et. It can be refined and filtered by location, time, and check level details.	Summary	Sales Performance	Checks	Check > Closed At
Modifier Detail	This report shows the details of all modifiers used row by row along with check level information such as time used, number, total sales amount, and discount amount. It can be refined and filtered by location, time, and check details.	Detail	Sales Performance	Checks Check Items Check Item Modifiers	Check > Opened At
Modifier Summary	Use this to view a summary of your aggregated sales numbers for modifier, organized by menu items and their respective categories. You will see the total volume, net sales dollar amount, and modifier details column by column. It can be refined and filtered by location, time, and item level details.	Summary	Sales Performance	Check Items Check Item Modifiers	Ordered At
Sales Summary	This report provides a high level overview of your sales data by Location, Order Type, and Day Part. It includes Checks Qty, Cover Qty, Gross Sales $, Discount $, and Net Sales metrics.	Summary	Sales Performance	Checks Check Items	Check > Closed At
Shift Detail	This report shows details of each shift row by row. It includes employee details, total logged hours minus breaks, number of breaks, break time, and pay rate.	Detail	Labor	Shifts	n/a
Shift Summary	This report shows payroll details of each employee, including total hours worked for all shifts (including live shifts) minus breaks, total number of breaks, total break time, and pay rate.	Summary	Labor	Shifts	n/a
Deferred Revenue Transcation Detail	This report shows the details of all Deposit transactions that took place across your organization, row by row. It can be refined and filtered by location, time, transaction details, check details, and other metrics.	Detail	Deposits	Checks Check Items	Check > Tendered At
Deferred Revenue Transcation Summary	This report shows a summary of all Deposit transactions that took place across your organization. It can be refined and filtered by location, time, transaction details, check details, and other metrics	Summary	Deposits	Payments	n/a