2 | Till Summaries Overview

This article covers the basics of Till Summaries, Toolbar Options and Creating Custom Views for the Till Summaries Report. The Till Summaries Report is used to display Cash balancing information, as well as summaries of Sales by SmartPOS Workstation, Store, Store Group, or Venue. The Report also shows a summary of Product Sales, Account Sales, and Table Sales.

This article covers the basics of Till Summaries, Toolbar Options and Creating Custom Views for the Till Summaries Report.

The Till Summaries Report is used to display Cash balancing information, as well as summaries of Sales by SmartPOS Workstation, Store, Store Group, or Venue.

The Report also shows a summary of Product Sales, Account Sales, and Table Sales.

As with other Reports, a Chart can be generated for selected columns in the report, and sales from one period can be compared to another period.

Prerequisites

To access Till Summary features, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'Reporting' Tab

Sales Reports: "Allow Cash Reports" Flag

Accessing Till Summaries

Complete the following steps to access the Till Summaries Report:

Log in to BackOffice
From the side menu, Select "Sales Reports" to expand the list of Available Reports
Select Till Summaries which will open a new Till Summaries Window

Example Till Summaries Report

Reporting Options

Options	Description
Venue	Select specific(s) Venue from the Venue drop-down
Store	Select specific Store(s) of which the report will be generated
Display period	The Display period can be selected using the drop-down and defining a standard Period Or, can be selected by Shift which allows Operators to set 'From' and 'To' Data and Shift
Display Report By	This option allows selecting specific till, store or venue to display the report
Show 2nd Period	This flag allows the operator to define second time period so that a more refined data is generated
Group By	Group By is a quick filter to tailor the view or information Groups the data into different categories such as Venue, Store, Store Group etc.
View Button	The Default View for Period Summary is set to Standard; however, it can be changed according to the data type Operators want to see
Filter Button	Allows individual filtering of data that is displayed in the report
Time Span	Displays the totals of selected time frame
Pivot Table	Pivot Table is only available by specific Time Spans It will be greyed out if it's not an available option Pivot Table changes the time span data into columns Data displayed when the Table is pivoted can be changed by the View Drop Down Box

Editing Report Views Standard View

Till Summaries Report usually displays in the Standard view unless the default view has been changed by the operator

The standard view consists of all the data related to the Till transaction
These data include Quantity Transaction, Gross Sales, Total Discount, Nett Total, % of NettTotal, Cost of Sales, Profit Amt, Profit %, Unicard Payments, Unicard Personal, Quantity Unicard Personal, Unicard Meals, Quantity Unicard Meals, Clipp and Quantity Clipp

Custom Views

Apart from the Standard view, there are also different custom reports available in the View Option as shown below
Some of these can be used to view specific data such as

_Payment Details displays the total payment via different mediums such as Cash, EFTPOS, Mastercard, Visa, AMEX etc.
_Cash Declaration shows the Difference between Payment Total and Counted Total
_Types displays the amount generated from different types of food

Operators can either choose from the given custom views or, create a new view type using the Add or Edit view button to suit their preference

2 | Till Summaries Overview

Options

Description