Items Summary

Menu item net sales summarized and grouped by sales category for selected site(s) within a specified business date range. (Net sales do not include tax.)

Items Summary will not match Sales Summary

The Items Summary reports items sold, which includes non-revenue sales items (i.e., gift card sales, deposits, etc.). The Sales Summary report does not include non-revenue sales items.

Steps:

Select Site(s) and/or Group(s)
Set date range for report
Click Refresh Report

Collapsed view: Shows sales category, total net sales, cover counts and total percentage sold.

Expanded view: Click the right-facing caret to expand a sales category record to show items sold from the selected sales category, quantity per item, cover counts per item and percentage per item.

Collapsed View
Site(s), Group(s)	Select site(s) and/or site group(s) for report
Business Date	Select start and end dates for date range of report Default: current date Select date from calendar tool or enter date
Sales Category	Sales categories for items sold (Only sales categories with item sales for the site/date range are reported); column can be filtered
Net Sales	Total Net Sales for sales category; column can be filtered
Cover Count	Total number of cover counts applied to items in sales category; column can be filtered
Percentage	Sales Category percentage of total sales; column can be filtered
Export Report	Save file in EXCEL, PDF or CSV format PDF will appear in either expanded or collapsed view, depending on the view shown before exporting to PDF
Expanded View
Item	Name of menu item sold
Quantity	Number of menu items sold
Net Sales	Net sales of menu item
Cover Count	Number of cover counts applied to each menu item
Percentage	Percentage of item net sales over total items' net sales