Server Checkout Report

Server Checkout Report is a Labor report that gives an overview of employee activity during a shift. This report can be accessed from TRAY HQ, and a printed version can be printed from the POS. With the applicable permission, employees can access and print their own checkout report.

This report can be exported to CSV, Excel and PDF

HQ Reports

On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Labor reports select the Server Checkout report.

Server checkout report filter options:

FIELD	Description
PERIOD	Select the time period you want to report on
START DATE	Start date
END DATE	End date
SITES	Select the site or venue from the drop-down list.
STAFF	Filter the report by specific staff member
ROLE	Select the user role type (i.e. server, cook)
TENDER TYPES	Filter the report by tender types collected
SIDE WORK WAIVER	Filter the report by the side work waiver response

Server checkout report fields:

SHIFT DATE & TIME	Shows the start and end date/time of the users shift
STAFF NAME	Users name
ROLE	Users role during their shift
NET SALES	Net sales
TAX	Total tax
GROSS SALES	Net sales + tax
VOIDS	$ amount of voids
REFUNDS	$ amount of refunds
COMPS	$ of comps
DISCOUNTS	$ of discounts
SALES PAYMENT TYPES	Totals broken out by tender type
TIPS TENDER TYPES	Declared tips broken out by tender type
SIDE WORK WAIVER	If you are in an 80/20 state and the user has the "Sideworkwaiver" permission, this field will indicate the users response to the 80/20 prompt while clocking out
REASON	This field lists the reason entered if the user worked more than 20% of their shift on non tip wage duties.
CASH DUE	The cash that the user owes to the store

POS

To print the checkout report from the POS follow the steps below:

1. Login into the POS
2. Once logged in, select the "Functions" tab
3. In the bottom right corner select the "EMPLOYEE-RELATED" tab.
4. Select CHECKOUT REPORT next to the employees name that you wish to print. (Note that this requires the "printservercheckout" permission)
5. While checking out of a terminal,  if configured, the user can be prompted to check out with or w/o a printed copy of their checkout report as shown in the image below.

Example of printed server checkout report

DEPARTMENT SALES	This top section shows the amount, % of net, and count of each product sold within the respective CATEGORY listed
TOTAL SALES	This section shows the total sales, as well as the total count of products sold. You can also see voids comps and discounts listed here
DEPARTMENT SALES	This section shows the total sales and % of sales broken out by REVENUE CENTER
TOTAL NET SALES	This section shows the total net sales + tax collected equaling gross sales. You can also see the NET CASH SALES and NET CREDIT SALES broken out by major CC brand
CREDIT CARD SALES	This section singles out the CC sales, but adds in the tips as a percentage of CC sales
CASH SALES	This section shows the cash sales - cash tips shows the cash due to the store
CHECKS COUNT	This section shows the number of checks for the user.
AVERAGES	The 2 averages at the bottom represent the average cook time for orders, as well as the average time from when a check is opened to when it is closed