Menu Mix Report (HQ)

The Menu Mix Report is an Orders report that breaks down what products were sold during a specific time period. It will also show you the total by product along with the percentage of total sales that product represents. Any products that are not sold will not display in this report. This report only takes into consideration the base price of the product sold after any discounts have been applied. Taxes, fees, tips, or any other kind of charges are not considered.

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, PDF and in the MarketMan format.

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 Menu Mix report.

Menu Mix report filters

FIELD	DESCRIPTION
PERIOD	Specify the time period you want to report on.
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.
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 sites are selected, each value will be prefaced by the site name.
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.
CATEGORY	Filters the report by category.
COLLATE	Groups the data by ID of the product or Name of the product. If grouped by name, any products with the same name will be grouped into 1 line under a given category.

Menu Mix report fields

FIELD	DESCRIPTION
ITEMS	This field will display in bold the name of the category. All products underneath are the items assigned to that category. The first indention lists the name of every parent product. The second indention lists the name of the modifiers assigned to that parent product.
ID	The TRAY ID of the category, product, or modifier in the row.
QUANTITY	The quantity of products, or modifiers sold. The modifier counts are not included within the total number listed next to the category. Only product counts are considered in the category quantities.
TOTAL	The actual dollar amount sold of each product. If a product was fully discounted it would display here as quantity 1 total 0. Modifier totals are included in the total of the parent product. Category totals do not equal the cumulative sum of all numbers in the column, it is only the sum of the product totals.
% OF SALE	The amount of sales of that category as a percent of total net sales.