Server Checkout Report (HQ)

The 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
START DATE	Start date for the report.
END DATE	End date for the report.
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 TYPE	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	User's name.
ROLE	User's role during their shift.
NET SALES	Net sales during the shift.
TAX	Total tax during the shift.
GROSS SALES	Net sales + tax during the shift.
VOIDS	The dollar amount of voids during the shift.
REFUNDS	The dollar amount of refunds during the shift.
COMPS	The dollar amount of comps during the shift.
DISCOUNTS	The dollar amount of discounts during the shift.
SALES PAYMENT TYPE	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 user's 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 employee's 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

NET SALES BY REVENUE CENTER	This top section shows the Percentage of Net and Net Sales broken down by Revenue Center.
TOTAL NET SALES	This section shows the Total Net Sales + Tax Collected equaling Gross Sales.
GROSS SALES	This section shows the Gross Sales + Service Charges equaling Total Revenue.
DEDUCTIONS	This section shows the dollar amount of any Discounts, Comps, Voids, etc. It also shows the count by each type along with the percentage of Gross Receipts.
SALES BY CATEGORY	This top section shows the amount, % of net, and count of each product sold within the respective Category listed.
TENDERS	This section shows the Total Tenders broken down by Credit Card Brand, Gift Card, Other Tenders, and Cash.
DEPOSITS	This section details the Cash Activity for the shift.
SHIFT SUMMARY	This section breaks down the server activity over the course of the shift. It shows any Open Checks, Closed Checks and Total Checks, the number of Tables Worked and the average turn time. It also shows the Guest Count, average spend per guest and credit card tip percentage.