By Category Report (HQ)

The By Category report is an Orders report that summarizes sales by the product category. This report differs from the Menu Mix report because it shows expected tax totals for each category. This report is a useful tool if you have to pay taxes on a particular category of items.

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.

The report can be exported to CSV, Excel, 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 By Category report 

By Category 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.
GROUP BY	Choose to aggregate all categories regardless of revenue center or split each category by revenue center.
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.
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.

By Category report fields

FIELD	DESCRIPTION
CATEGORY	The name of the category.
ITEM COUNT	The quantity of products sold in that category.
BASE PRICE	The total base price of all products sold in that category.
TAX	Total tax collected for that category.
ADJ	Legacy field, no longer used.
TOTAL	The total amount collected for that category.