Boss It Docs
CtrlK
  • Welcome
  • Getting Help
  • Users and Access
    • Logging In
    • User Profile Types
    • Shared Logins - Not Recommended
    • Adding a User
    • User Permissions
      • Setting Up or Updating User Permissions
      • Permission Presets
        • Creating Permission Presets
        • Applying Permission Preset to a User
        • Managing and Updating Presets
        • Limitations on Permission Presets
      • Permission-Based Interface Behaviour
    • Resetting a User's Credentials
    • Disabling a User
    • Disabled Account
    • POS Auto Logout Feature
    • Shift Schedule
  • Services
    • Service Types
      • Table
        • Areas and Tables
        • Managing Floor Plan
      • Takeaway
      • Collection
      • Delivery
    • Adding a Service
    • Activating / Deactivating a Service
    • Service Configuration
    • Service Open Hours
    • Favourite Service
    • Quick Pay
    • Changing Service of an Order
    • Filtering by Service
    • Waiting Room
    • Product Pricing and Availability by Service
    • Reports on Services
    • Availability of Services Online
    • Availability of Services on the Kiosk
    • Filtering Orders by Service in the Admin Portal
  • Providers / Channels
    • Toggling Providers On/Off
    • Menu Syncing
    • Product Pricing and Availability by Provider
    • Reports on Providers
    • Filtering Orders by Provider in the Admin Portal
  • POS
    • Order Creation
      • Service Conditions
        • Table
        • Takeaway
        • Collection
        • Delivery
      • Customer Details
      • Address / Delivery
      • Pre Order
      • Menu
      • Adding a Product
        • Product Behaviour
        • Modifying Components
        • Meals
        • Notes
        • Custom Product
        • Product Search
        • Quick Actions
        • Course Assignment (Table Service Only)
      • Removing a Product
      • Checkout
        • Checkout vs Send
        • Payments
          • Payment Types
            • Card Payment
              • Configuring VivaWallet Integration (POS)
            • Cash Payment
          • Multiple Payments and Split Bills
          • Payment History
          • Refunds
            • Full Refund
            • Partial Refund
        • Adjustments
          • Delivery Charge Adjustment
          • Service Charge Adjustment
          • Adjustment History
        • Urgency Levels
        • Receipt Printing
        • Order Notes
        • Assigning a Buzzer Number
      • Customer Details
    • Order Modification
      • Accessing the Order
        • Order Details in Order History
        • Order History Settings
          • Default Status Filter
          • Hide Status Filter
          • Sort Orders By
        • Order Statuses
      • Changes to an Order
        • Adding or Removing Products
        • Applying Discounts and Points
        • Adjustments
        • Overpayments and Underpayments
          • Handling Overpayments
          • Handling Underpayments
        • Changing Service of an Order
        • Changing Table Number (Table Service Only)
        • Restrictions
      • Print
      • Details
        • Cook Now
        • Customer Waiting
        • Soft Delete
        • Comp / Void
          • Comp / Void on Paid Orders
    • Customer Management
      • Searching Customers
      • Customer Details
      • Editing Customers
      • Blocking Customers
    • Kitchen Display System (KDS)
      • Enabling or Disabling KDS
      • Order Visibility in KDS
      • Station Management
        • Creating Stations
        • Assigning Stations to Products
        • Related Products
        • Multi-Stage Cooking
          • Multi-Stage Cooking Configuration
      • KDS Interface
      • KDS Bottom Bar
      • KDS Screen Views
      • KDS Settings
        • KDS Service Filtering
        • KDS Station Selection
        • Ready Button Configuration
          • No Ready Buttons
          • Order-Level Ready Buttons
          • Multi-click Functionality
        • KDS Layout Customisations
          • Orientation
          • Highlighted Quantities
          • Rows and Columns Count
          • Show Edge of Next Cell
          • Sorting Preferences
          • Bottom Bar
        • Alerts
        • KDS Print Settings
          • KDS Labels
        • Enforce Cooking Stage Flow (For Table Service)
          • Table Away
          • Enabling or Disabling Enforce Cooking Stage Flow
        • Cooking Start Confirmation
          • Manage vs. Display
      • Split Orders
        • KDS Views for Split Orders
        • Order Allocation
      • Page
    • Packing Screen
      • Enabling or Disabling Packing Screen
      • Packing Screen Views
        • Prepared
        • In Progress
        • Combined
      • Packing Settings
        • Packing Service Filtering
        • Packing Station Selection
        • Show Combined Page
        • Only Show Unpacked Items
        • Packing Print Settings
          • Packing Labels
        • Table Away on Packing
        • Packing Screen Layout Customisations
          • Orientation
          • Highlighted Quantities
          • Rows and Columns Count
          • Show Edge of Next Cell
      • Alternative View of the Packing Screen
        • Enabling or Disabling Alternative View of the Packing Screen
        • Staff Selection
        • Order Details on Alternative View of the Packing Screen
        • Packing Process
        • Reports on Packing
      • Order Details and Checkout from Packing Screen
    • Waiting Room
      • Waiting Room Views
      • Waiting Room Actions
      • Groups
        • Grouped Orders in the KDS
    • Driver Station
      • Enabling or Disabling Driver Station
      • Driver Station Views
      • Filtering Orders in Driver Station
      • Order Display in Driver Station
      • Driver Status Indicators
      • Bulk Actions
      • Driver Assignment
      • Map View
      • Delivery Statuses
      • Driver Fee Types
        • Driver Surplus
          • Configuring Driver Surplus
      • Cashout
        • Cashout Process
        • Cashout Receipt
        • Cashout History
        • Cashout History in the Admin Portal
      • Driver
      • Driver Station Settings
        • Driver Station Sorting
        • Print Cashout Setting
    • POS Settings
      • POS Setting Groups
      • POS Order Settings
      • POS Receipt and Label Printer Settings
      • POS Device Settings
  • Kiosk
    • Supported Devices
    • Initial Setup
    • Order Creation
      • Customer Identification
      • Choosing a Service
      • Menu
      • Product Customisation
      • Basket
      • Basket Upsells (Kiosk)
      • Checkout
        • Card Payments
      • Receipt Printing
      • Starting a New Order
        • Inactivity Timeout
        • Manual Reset
    • Alcohol
      • Setting Alcohol Flag
  • Web / App
    • Services
      • Service Conditions for Delivery
      • Service Availability
    • Order Creation
      • Venue Selection
      • Customer Identification
        • Sign Up Requirements
        • Phone Number Verification
        • Account Settings
      • Menu
        • Navigating the Menu
        • Product Information
        • Product Customisation
          • Regular
          • Meals
          • Product Upsells
      • Basket
      • Basket Upsells (Web/App)
      • Checkout
        • Payment Options
          • Configuring Payment Options on Web/App
      • Order Confirmation
      • Order Status
      • Driver Tracking
    • Order Completion
      • Customer Reviews
    • Time Slots
    • Configurable Messages
    • Website Configuration
    • Tips
    • Minimum Order Values
      • Minimum Order Value for Online Orders
        • Setting the Minimum Order Value for Online Orders
      • Minimum Order Value for Discount Eligibility
        • Setting the Minimum Order Value for Discount Eligibility
      • Minimum Order Value for Using Points
        • Setting the Minimum Order Value for Using Points
    • App - Key Differences
      • Location Permissions
      • QR Code
      • Review Photo
      • Notifications
      • Active Order Visibility
      • Refer a Friend
    • App Navigation
      • Sign Up
      • Order Creation
        • Service and Venue Selection
        • Menu
          • Departments
          • Product Search
          • Adding a Product
          • Product Customisation
        • Basket Management
        • Alcohol (App)
          • Setting Alcohol Flag
        • Checkout
        • Order and Delivery Tracking
      • Profile
        • Account and Profile
        • Order History
        • Wallet
        • Saved Addresses
        • Marketing Preferences
        • Allergen
        • Legal
        • Contact Us
        • Verify Phone Number
        • Log Out
    • Active Hours for Products
      • Setting Up Price Levels
      • Assigning Price Levels to Variable Products
    • Department Hours
      • Assigning Department Hours
  • Call Centre
    • Call Centre Link
    • Customer Lookup
    • Order Creation
      • Service and Venue Selection
      • Menu
        • Departments
        • Product Search
        • Adding and Customising Products
      • Checkout
      • Payment
      • Order Details
      • Orders Map View Tab
      • SMS Delivery Tracking
    • Order History Tab
    • Customers Tab
  • Integrations
    • Food Aggregators
    • Two-Way Integration
    • Menu Syncing to Food Aggregators
    • Order Numbering
    • Delivery Areas and Charges
    • Customer Information from Integrations
    • Enabling Integrations
  • Vouchers
    • Creating Vouchers
    • Activating / Deactivating Vouchers
    • Vouchers in the POS
      • Selling Vouchers (POS)
      • Redeeming a Voucher (POS)
    • Vouchers in the Web/App
      • Voucher Purchase (Web)
        • Voucher Purchase Confirmation
      • Redeeming a Voucher (Web)
      • Redeeming a Voucher (App)
      • Adding a Voucher to Wallet (Web)
      • Adding a Voucher to Wallet (App)
      • Voucher Sharing (App)
    • Vouchers Reports
  • Discounts
    • Types of Discounts
    • Creating Preset Discounts
      • Assigning Discounts to Specific Users for Web/App
    • Discount Block (Web/App only)
      • Blocking Discounts for Specific Products
      • Discount Block
      • Override Product Block
    • Discounts in the POS
      • Discount-Related Permissions (POS)
      • Applying Discounts (POS)
      • Discount History
      • Removing a Discount (POS)
    • Discounts in the Web/App
      • Applying Discounts (Web/App)
    • Discount Reports
  • Points
    • Restrictions on Points
    • Issuing Points
    • Points in the Kiosk
      • Redeeming Points (Kiosk)
    • Points in the POS
      • Redeeming Points (POS)
    • Points in the Web/App
      • Redeeming Points (Web/App)
      • Reward Shop (App only)
        • Redeeming Products on Reward Shop
        • Reward Shop Management
    • Loyalty Migration
  • Workload
    • Impact of Workload Values on ETA and other Order Timestamps
      • Workload and ETA
      • Internal Cooking Time vs Preparation Time
    • Workload-Related Permissions
    • Setting Workload Modes
    • Defining Workload Modes
    • Workload Mode for Scheduled Orders
  • Events
    • Venue Transfer
  • Delivery Areas
    • Defining Delivery Areas
    • Delivery Surcharges
    • Configuring the Delivery Fee
    • System Behaviour
  • Refunds
    • Types of Refunds
      • Active Order Refund
        • Issuing an Active Order Refund
          • Full Refund
          • Partial Refund
      • Online Full Refund (POS)
        • Issuing a Online Full Refund (POS)
      • Retroactive Refund
        • Issuing a Retroactive Refund in the POS
        • Retroactive Refund in the POS
        • Issuing a Retroactive Refund in the Admin Portal
        • Retroactive Refund in the Admin Portal
    • Reports on Refunds
  • Brands
    • Brands in the POS
      • Selecting a Brand
      • Favourite Brand
      • Brand Receipts
      • Brands in Order History
    • Brands in the Kiosk
      • Configuring Brands in the Kiosk
    • Brands in the Web/App
    • Brands in the Admin Portal
      • Brands in Orders
      • Brand Providers
        • Updating Brand Provider Image
  • Driver App
    • Driver App Login
    • Side Menu Navigation
    • Orders
      • Order Views
        • List View (Default)
        • Map View
      • Check-In Process
        • Check-In Settings
      • Order Rejection
      • Order Selection
      • Order Sequence
      • Active Delivery and Actions
        • Display Orders
        • Details
        • Actions
        • Arrived
        • Finished
      • Return to Venue
      • End Shift
    • Order History
    • Cashout History
  • Menu
    • Menu Structure
      • Significant Products
      • Meal Deal Design Best Practice
    • Menu Updates
    • Featured Menu
    • Categories
      • Creating a Category
    • Departments
      • Creating a Department
      • Products in Departments
      • Department Hours
        • Assigning Department Hours
    • Products
      • Product Types
      • Product Pricing
      • Creating a Product
      • Product Configurations
        • Product Presentation
        • Product Details
        • Product Printing
        • Product Customisations
          • Assigning Customisations to a Product
          • Modifying Customisation in a Product
            • Product Visibility
            • Default Quantity
            • Product Limit
        • Product Prices
          • Adding Product Pricing and Availability
        • Product Allergens
      • Creating a Meal
      • Product Cloning
      • Common Configuration Mistakes
      • Intentional Product Hiding
    • Product Availabilities
    • Customisations
      • Setting Up Customisation Options
      • Creating a Customisation
      • Product Upsells
        • Creating Product Upsells
        • Product Upsells in the POS
        • Product Upsells in Meals
    • Allergens
    • Price Levels
      • Setting Up Price Levels
      • Assigning Price Levels to Variable Products
    • Basket Upsells
      • Basket Upsell Configuration
  • VAT
    • VAT Rate Management
    • VAT Calculation
      • VAT Calculation for Regular / Detailed Products
      • VAT Calculation for Meal / Combo Products
      • Ireland VAT Guidelines
    • VAT on Receipts
    • Reporting on VAT
    • VAT on Custom Products
  • Venue Details / Configuration
    • General
    • Branding
    • Operational
  • Payment Terminals
    • Viva Wallet
      • Viva Wallet POS Integration
      • Viva Wallet Kiosk Integration
      • Payment Processing Workflow
        • Force Payment
      • Refunds
      • Viva Terminal Configurations
        • Disable Manual Amount Entry
        • Disable Receipts
        • Tipping
        • Force Card Presentment for Refunds
      • Z-Read / Batching
        • Creating Batches
        • Batch Statistics
      • Payment Scheduling and Invoicing
        • Payment Schedule Options
        • Invoices in the Admin Portal
        • Invoice Content
        • Weekly Summary
        • Daily Data
      • Transparency and Verification
      • AADE Protocol Deactivation
  • Receipt Printers
    • Sunmi USB Printer Configuration
    • Sunmi Built-in Printer Configuration
    • Sunmi IP Printer Configuration
    • Epson USB Printer Configuration
    • Sunmi Cloud Printer Configuration
  • Label Printers
    • Epson Label Printer Configuration
  • Stock
    • Stock Products vs Stock Items
    • Creating a Stock Product
    • Creating a Stock Item
    • Stock Category
    • Stock Items History
    • Stock Profile
      • Managing a Product's Stock Profile
      • Stock Profile for Products with Customisation Options
    • Stock Structure Approaches
      • Stock Multiplier for Customisations
    • Verifying Stock Deduction
    • Stock Count
      • Stock Count Comparison
      • Stock Count Adjustment
      • Full Count vs Partial Count
      • Stock Count Timing
      • Stock Calculations
      • Uncounted Stock Products
    • Stock Shipments
      • Adding a New Shipment
    • Stock Transfer
      • Creating a Stock Transfer
      • Stock Ordering
        • Creating a Stock Order
        • Receiving a Stock Order
      • Stock Requests
    • Stock Suppliers
      • Adding a Stock Supplier
      • Assigning a Stock Item to a Supplier
      • Stock Supplier Orders
        • Creating a Stock Supplier Order
          • Stock Supplier Order Email
        • Receiving a Stock Supplier Order
    • Stock-Related Permissions
  • Manufacturing
    • Manufacturing Departments
    • Manufacturing Items
    • Manufacturing Jobs
      • Manufacturing Jobs Statuses
      • Creating a Manufacturing Job
      • Updating a Manufacturing Job Status
  • Petty Cash
    • Petty Cash in the Admin Portal
  • Till / Cash Drawer
    • Cash Drawer Management
      • Starting Cash
      • Closing Cash
      • Adjusting Difference
    • Cash Drawer Records in the Admin Portal
  • End of Day Report
    • Creating an End of Day Report
    • Shift Hours
    • End of Day Report Contents
      • Overview
      • Reflections
      • Totals
      • Stats
      • Open Orders
      • Tagged Orders
      • Cash Drawers
      • Refunded Payments
      • Discounts
      • Card Payments
      • Cash Payments
      • Other Payments
      • Staff Shifts
        • Adjust Hours
      • Labour Sales Analysis
      • Delivery Stats
    • Closing an End of Day Report
  • Reports
    • Breakdown
      • Accessing the Breakdown Report
      • Filtering Options in the Breakdown Report
      • Breakdown Report Contents
        • Food and Drinks Section
        • Adjustments Section
          • Positive Adjustments
          • Negative Adjustments
        • VAT Section
        • Cost Analysis Section
          • Food Cost
          • Labour Cost
          • Gross Profit
        • Service Charges Section
        • Payments Section
        • Cash Section
        • Order Status Section
      • Exporting the Breakdown Report
    • Device Reports
    • Hourly Report
      • Accessing the Hourly Report
    • Product Sales Report
      • Accessing the Product Sales Report
    • Product Sales by Hour Report
      • Accessing the Product Sales by Hour Report
    • Root Product Sales Report
      • Accessing the Root Product Sales Report
    • Providers Report
      • Accessing the Providers Report
    • Tag Reasons Report
      • Accessing the Tag Reasons Report
    • Order Value Changes Report
      • Accessing the Order Value Changes Report
    • Sales Mix Summary
      • Accessing the Sales Mix Summary
    • Tax Report
      • Accessing the Tax Report
    • Periodic Reports
      • Accessing the Periodic Reports
    • Audit Trail Report
      • Accessing the Audit Trail Report
    • Order Transfers Report
      • Accessing the Order Transfers Report
    • Average Order Value Report
      • Accessing the Average Order Value Report
    • Platform Comparison Report
      • Accessing the Platform Comparison Report
    • Delivery Order Report
      • Accessing the Delivery Order Report
      • Delivery Report Values
    • Reports in the POS
      • Sales Report
      • Channels Report
  • Invoicing
    • Online Invoicing
      • Service Fees
      • Service Fees and Integrations
      • Service Fee Structure
      • Invoice Calculation Process
      • Invoice Breakdown
  • Thank You
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Reports

BreakdownDevice ReportsHourly ReportProduct Sales ReportProduct Sales by Hour ReportRoot Product Sales ReportProviders ReportTag Reasons ReportOrder Value Changes ReportSales Mix SummaryTax ReportPeriodic ReportsAudit Trail ReportOrder Transfers ReportAverage Order Value ReportPlatform Comparison ReportDelivery Order ReportReports in the POS
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