Reports

Overview: The reporting options in CSM allow you to look at actual sales information as well as monitor cashier functions and customer information. All of our reports use Crystal Reports and therefore have the ability to be exported to different applications on your computer. The reports export to Excel, Word and other applications and can also be exported as text files or html files. This allows you to customize your store information and create spreadsheets to improve your business.



Reports Introduction

• Printing / Exporting Reports
  
• Recommended Frequency for Reporting
  

Reports | Sales

• Sales - Sales Report
  
• Sales - Sales Report with Mods
  
• Sales - Sales By Customer
  
• Sales - Sales by Hour
  
• Sales - Sales by Day
  
• Sales - Discount Report
  
• Sales - Free Items
  
• Sales - Coupon Report
  
• Sales - Compare Period
  
• Sales - Average Sales per Hour
  
• Sales - Journal Report
  
• Sales - Sales Tax Report
  
• Sales - Combo Meal Sales
  

Reports | Register

• Register - Z Report Reprint
  
• Master Z Report
  
• Register - Voided Orders
  
• Register - Paid In/Out
  
• Register - Prepaid Redeemed
  
• Register - Prepaid Received
  
• Rgister - No Sale
  
• Register - Returns
  
• Register - Deposit Slip
  
• Register - Cancel Order
  
• Register - Cup count
  
• Register - Credit Card Summary
  
• Register - Tip Summary
  
• Register - Mercury Gift Redeem
  
• Register - Mercury Gift Received
  

Reports | Customer

• Customer - Prepaid Customers
  
• Customer - Master Customer List
  
• Customer - Customer Settings
  
• Customer - Customers by Hour 
  
• Customer - Sales by Customer
• Customer - Customer Edits
  
• Customer – Standing Orders
  
• Customer - A/R Charges
  
• Customer - Accounts Receivable
  

Reports | Inventory

• Inventory - Inventory listing
  
• Inventory - Inventory Value
  
• Inventory - Physical Inventory Sheets
  
• Inventory - Recommended Reorders
  
• Inventory - Inventory Adjustments
  
• Inventory - Price List
  
• Inventory - Recipe Listing
  
• Inventory - Inventory by Vendor
  
• Inventory - Inventory Settings
  
• Inventory - Waste Report
  
• Inventory - Cost of Goods
  

Reports | Employee

• Employee - Employee List
  
• Employee - Sales by Employee
  
• Employee - Employee Hours 
  
• Employee - Employee Schedule
  
• Employee - Employee Service Summary
  
• Employee - Employee Tasks
  
• Employee - Employee To Do 
  
• Employee – Tasks
  
• Employee - Task List Assignments
  
• Owner Service Summary
  

Reports | Vendor

• Vendor - Vendor Listing
  
• Vendor - Open Purchase Orders
  
• Vendor - Purchases by Vendor
  

Reports | Lists

Inventory

• Inventory Class 
  
• Unit Conversion
  
• Price Levels    
  
• Stock / Sell Units
  
• Size Codes    
  
• Color Codes    
  
• Style Codes
  

Other

• Printer Setup
  
• Accounting Links
  

Register

• Discount Codes
  
• Void Reasons
  
• Cancel Reasons
  
• Membership Type
  
• Discount Code Groups
  

Tax

• Tax Codes
  
• Tax Groups
  
• Tax Group Codes
  

Audit

• Audit / Master File Edits