Reports - ECM
- Rose Eliff (Unlicensed)
- Alger Alama
In ECM, a variety of helpful reports provide detailed information important to the business, including sales reports, product reports and employee reports.
Options include the ability to run reports for one of more sites and for specified business date ranges.
Real-time transactional data updates:
Accounts can elect to expose transactional data (send, submit, print, pay, finalize, refund check) in real time in the data service, which can then be viewed on reports. (Account-level feature toggle; contact your CBS rep to have this set if desired.)
Report differences:
DSR data is collected at the end of day or when a house cashout is run.
Sales summary data gathers up all the checks in ECM that are sent when transactions are done.
R365 pulls data from the sales summary not the DSR data.
A user must have permission set to access specific reports. This is set in ECM Dashboard > Users > Roles > ECM Access
The reports that a user does not have permission to access will be hidden. If the user does not have permission to view ANY reports, a message will be shown: Permission required to access reports.
To access the ECM reports, select Reports from the Reports tab drop-down.
When the reports page loads, it defaults to display the Sales Summary Report for the current date.
A list of available reports is shown in the left-side page navigation. Reports are grouped by report type (Sales, Products, etc.).
Report Descriptions
Reports are grouped by type of report: sales reports, product reports and employee reports.
Sales Reports | Description |
|---|---|
Sales Summary | Sales summary report of accumulated totals by site for a specified business date range |
Hourly Sales & Labor *BETA | Net Sales and Labor costs by day, Sunday through Saturday for selected week |
Check Listing | Detailed information on guest checks; includes ability to view an individual check reproduction |
Payment Listing | Payments for selected sites within a specified business date range |
Payment By Type | Payment types on finalized checks (i.e., cash, Visa, Mastercard, AMEX, etc.) for the selected site(s) within a specified business date range |
Checks & Payments | Detailed payment information on guest checks for selected site(s) within a specified business date rage |
Daily Sales Report | Daily Sales report of reporting categories, payments, deposits, adjustments, refunds, tip share, check count, area sales, tax detail, paidouts and sales summary. Can run report for entire house or by drawer. |
DSR Multi-site | Simplified daily sales report showing gross sales, comps/disc and net sales. Multi-sites selection. |
Server Sales and Tips | The Server Sales and Tips report provides sales and tips information by employee.. |
Hourly Reporting Categories | Sales by hour for each reporting category. Multi-site selection. |
Check Count by Hour | Number of checks created per hour. Multi-site selection. |
Adjustments | Adjustments applied by type for selected sites within specified business date range. |
Combo Sales | Total combo items sold within specified range. |
Tax By Sales | Displays total sales that are being taxed for each tax category. |
Product Reports |
|
Items Summary | Menu item sales summary by sales category; selected by site(s) and specified business date range |
Items Summary Enhanced | Menu item sales summary with detailed financial information per item sold; selected by site(s) and specified business date range |
Non - Taxable Item Summary | Shows all items sold that have not had tax applied for a specific range. |
Component Sales | Total quantity and prices of individual components sold by category for selected site(s) and specified business date range |
Item Component Mix Sales | Total quantity, net sales and percentages of items and components sold for selected sites within specified business date range. |
Component Listing | All components sorted by component name; selection options include All, Active or Inactive |
Menu Item Pricing | Alphabetical list of all menu items with base and menu pricing |
Item Sales by User | Collapsed view shows net sales and percentage of total sales by user; expanded view details each item sold with quantity, net sales and percentage. |
Item Sales by Hour | Line graph that displays items sold throughout the day. |
Serving Options Sales | All Serving Options items sold will be displayed here via filter. |
Item Serving Option Mix Sales | Shows serving options sold and what items those serving options were assigned to when sold. |
Employee Reports |
|
Time Records | Employee hours, wages, tips and sales information |
Time Record Details | Employee exact punches, hours, wages, sales, and tips information. |
Time Records Adjustments | Adjustments made to time records by employee; expanded view shows details of adjustments made |
Cashouts | Employee cashout reports by person for specified business date range. Multi-site selection. |
Payroll Summary | Summary of employee time records, hours worked, wages, pay rates, tips and net sales for the specified business date range. Multi-site selection. |
Labor Summary | The Labor Summary report is similar to the Payroll Summary report minus wage information. |
Labor Summary by Job | Summary of total hours and total wages per job for the specified business date range. Multi-site selection. |
Tip Distribution | The Tip Distribution report is similar to the Payroll Summary report with additional calculations for Declared Tips and Calculated Tips. |
Others |
|
Users Information | Alphabetical list of all users/employees for a specified site or sites |
Check Audit Log | Reports actions taken (items added, payment, adjustment, etc.) on each check for a specified business date range. Multi-site selection. |
Member List | Displays membership accounts |
Paid Outs | Money taken from store. |
Bank Drops | Money added to store. |
Paidouts | Paidouts shown by person for selected sites within specified business date range. |
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