Order Summary Report (HQ)

The Order Summary Report is an Orders report that gives a summary of Net Sales based on your selected period of time. Using the filters, you can view Sales by Hour, Day, Week, Month or Year. This report can be broken out easily to display either all of your sites as a sum for the given duration or be broken out separately to display the data for each site.

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 Order Summary report.

Order Summary filter options

FIELD	DESCRIPTION
PERIOD	Select the time period you want the report to cover from the drop-down list.
START DATE	This field allows you to adjust the start date of the report.
END DATE	This field allows you to adjust the end date of the report.
SITES	Filter the report by site or group of sites.
SERVICE	Filter the report by service for the selected sites. - If multiple sites are selected, each value will be prefaced by the site name.
STAFF	Filter the report by a specific staff member. - If multiple sites are selected, each value will be prefaced by the site name.
DEVICE	Filter the report by a specific device. - If multiple devices are selected, each value will be prefaced by the device name.
DESTINATION	Filter the report by the site's destinations. - If multiple sites are selected, each value will be prefaced by the site name.
DAY PARTS	Filter the report by the site's day parts. - If multiple sites are selected, each value will be prefaced by the site name.
DURATION	This filter changes how the rows of data are grouped. Hour Day Week Month Year
ACTION	Filters the report by product sales of products that are in the following groups.  [All] - Selects all types listed below. Comp Applied - Displays orders where Comps have been applied. Comp Removed - Displays orders where Comps have been applied and then removed. Discount Applied - Displays orders where Discounts have been applied. Discount Removed - Displays orders where Discounts have been applied and then removed. Sale - Displays Orders that resulted in a Sale. Tax Exempt - Displays Tax Exempt orders. Transferred From - Displays Orders that have been transferred From a guest, check, server or revenue center. Transferred To - Displays Orders that have been transferred To a guest, check, server or revenue center. Void - Displays the total dollar amount of voids.
Type	This filter changes the grouping mode of the report, if you have multiple sites selected. Summary - Data for both stores shown in one line Separate - Data for each store shown separately in different groups

Summary View

Separate View

Order Summary fields

FIELD	DESCRIPTION
DATE	Date.
ITEMS	Quantity of items sold.
SERVICE CHARGES	Any Products flagged as "Service Charge" will be included in the Service Charges column and be excluded from Net Sales.
DONATIONS	Dollar amount of products sold which were flagged as "Donation".
NET SALES	Total Sales - Gift Cards, Donations, Service Charges.
TAX	Tax.
GROSS SALES	Net sales + Tax.