Comps Report (HQ)

The Comps report is an Orders report that lists every "Comp" action that has taken place on the POS. Comps are items that are still recorded as sold on the POS, but their price has been reduced to 0. This report can either give you a summary of comps that have taken place, or detailed info about the specific comps.

The orders reports use order data, not payment data to calculate their totals. This means that the orders reports are reflecting the dollar amount of expected revenue based on items fired from the POS. The numbers from the Orders reports will not tie to the numbers from the Sales reports if unpaid checks are left open past the trading day time.

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 Orders reports select the Comps report.

Comps report filters

FIELD	DESCRIPTION
PERIOD	Specify the time period you want to report on.
START DATE	Allows you to adjust the start date for the report.
END DATE	Allows you to adjust the end date for the report.
SITES	Filter the report by site or group.
SERVICE	Filter the report by service for the selected sites. - If multiple sites are selected, each value will be prefaced by the site name.
REASONS	Filter the report by a specific reason. Custom entered reasons that are not set in HQ cannot be filtered. - If multiple sites are selected, each value will be prefaced by the site name.
TYPE	Filter the report for the Summary view or a Detailed view. Summary - will display a quick view of how many times a comp reason has been used. Detailed - Provides expanded data about each comp instance.

SUMMARY

Comps report fields (Summary)

FIELD	DESCRIPTION
REASONS	The reason that was selected or entered for the comp. If no reason was entered, this will appear as a blank.
QUANTITY	The number of times that comp was used.
COMP AMOUNT	The dollar amount that was comped.
% OF TOTAL	Legacy field, will always show 100% if an item was comped.

DETAILED

Comps Report Fields (Detailed)

FIELD	DESCRIPTION
DATE	Date & time the comp was performed.
SITE	The site where the comp took place.
ITEM	The item that was comped.
USED BY	The user who was logged into the POS when the comp was performed
GRANTED BY	The user who authorized the comp (if the logged in user did not have the comp permissions).
CHECK ID	The check ID where the product was comped.
ORDER ID	The ParentOrder ID (for more information on ID's see the Orders report).
COMP REASON	The reason that was selected or entered for the comp. If no reason was entered, this will appear as a blank.
COMP AMOUNT	The dollar amount that was comped.