Restaurant Business Management Reporting

Point of Success offers well over seventy reports to support every aspect of a restaurant’s business operations. Every report is designed to help you get the most out of the information you accumulate every day you use Point of Success.  If you need a report that is not currently available, we will be happy to provide you a quote to build  a report to your specifications.  Please contact us if you would like to take advantage of this option. 

Sample reports are presented in Adobe Acrobat .pdf format. The free Adobe Acrobat reader is required to view these sample reports.

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Financial Reports

All reports related to the financial health of your restaurant are organized under the Financial category.

Financial reports include:

Flash Report – Month to Date
A one or two page report with all your restaurant’s critical financial operating information in one place. Print this report frequently. 

Order Gross Profit – Prior Month
Analyze the profitability of the items you sold.

Accountant Summary
Summarizes sales by product category for a specified time period. Use this report for information to prepare financial reports.

 And these additional financial reports:

Audit (security issues, pricing changes)
Cash Paid Out
Coupon and Discount Redemption Summary
Daily Order Detail
Daily Order Summary
Daily Sales Comparison
Discount Review with Order Detail
Driver Delivery Detail
Flash Report
Flash Report – Prior Month
Flash Report – Prior Year
Flash Report – Year to Date
Food Cost Analysis
Hourly Sales by Day of Week
Labor Cost by Department
Order Gross Profit – Month to Date
Order Gross Profit – Prior Year
Order Gross Profit – Year to Date
Order Gross Profit Summary
Order List
Product Sales by Category
Revenue by Product Type
Revenue by Service Type
Sales Tax Collected
Sales by Product Category
Till and Bank Drop List
Till and Bank Over and Short
Till and Bank Reconciliation
Till and Bank Reconciliation List
Voided Order List

Marketing Reports

Recruiting new customers, retaining existing customers, and encouraging more orders from every customer are vital to the success of any restaurant.

Point of Success marketing reports include:

Marketing and Advertising Analysis
Identify sources of new customers with the number of orders and gross sales. Use this report to pinpoint the best media and offer to use to attract new customers.

Repeat Customer Analysis
Understanding  customer buying habits can help to more effectively target promotions. This report groups customers into categories by number of visits with total spending.

New Customer List
Identify new customers for relationship building and research purposes.

 And these additional marketing reports:

Customer Email Export
Customer List
Customer Mailing Labels
Customer Purchase History Detail
Customer Source Analysis
Customer Source Analysis (Sorted by Sales)
Good Customer Labels
Late Deliveries
Lazy or Lost Customer List and Mailing Labels (30 days)
Lazy or Lost Customer List and Mailing Labels (60 days)
Lazy or Lost Customer List and Mailing Labels (90 days)
Lazy or Lost Customer List and Mailing Labels (120 days)
New Customer Mailing Labels
Product Buyers
Product Sales Achievement by Staff
Product Sales by Category
Referral Type
Top 50 Business Customers
Top 50 Customers
Top 50 Residential Customers

Production Reports

Use these reports to analyze how much, how many and how fast. Business production metrics were never easier to get!

Production reports include:

Hourly Sales by Day of Week (Detail)
Improve employee scheduling accuracy and supply forecasting when you know hourly customer demand.

Promised Delivery Time Analysis
Promises kept make happy customers. Use this report to determine the frequency of on-time food deliveries and to contact customers with late deliveries before they complain.

And these additional production reports:

Delivery Order List
Delivery Production by Staff Member
Delivery Time by Driver
Hourly Sales by Day of Week
Order Entry Production by Staff Member
Promised Delivery Time Analysis
Revenue by Server

General Reports

This category contains reports that produce information for general use.

General reports include:

Discounts Summary
Lists every discount, offer and coupon available for use in Point of Success.

Order List
List of orders customizable by customer and/or order date.

And these additional general reports:

Insurance Expiration (Driver)
Next MVD (Motor Vehicle Division) Report
Product List
Staff Birthday List
Staff List
Staff Mailing Labels

Organize reports into these additional categories:

Receipts – Customize any receipt to make them your own. All receipt formats are available to customize as you choose. Popular POS receipt printers are supported by Point of Success with built-in formats.

Favorites – Set the reports you print often as Favorites to keep them in your personal report list.

My Reports – Here is where the reports designed with the included Point of Success custom report designer are stored.

Indicates features available only in Point of Success Premium.