Sales Mix Site Detail Report

Overview:

The Sales Mix Site Detail Report is for users that operate multiple sites and want to see the Sales Item counts and revenue, for a selected date range, for multiple sites, on the same report.

Things to know!

• This report will only be accessible and visible to users who are given access to this report function. 
• This report only is helpful if you have more than one site in COGS-Well.
• The Sales Mix Report will list Sales Item counts and revenue, for a selected date range, for multiple sites. The sites are listed across the horizontal axis of the report.  
• The Sales Mix Report can run in detail (each Sales Item) or in summary (revenue totals by Sales Departments and Sales Categories).

Report Parameters

To Run a Sales Mix Site Detail Report, navigate to Recipes & Sales>Reports>Sales Mix>Sales Mix Site Detail Report. Upon selection, a report parameters screen like the one below will display:

Site: This filter only displays if you are logged into your company (versus a specific Site).  The drop-down enables a search and selection of your desired Site. 

Begin Date: From the drop-down calendar, select a starting date range. 

End Date: From the drop-down calendar, select an ending date range.

Detail or Summary: Select if the report will be printed in detail (sales Items) or in Summary (Sales Department and Category only). Examples of each are shown below. 

Recipe Department: If you want to run the report for a specific Recipe Department (an example might be the Food Department), you can use the drop-down to select your desired Department.  

Recipe Category: If you want to run the report for a specific Category (an example might be Draft Beer), you can use the drop-down to select your desired Category.

Recipe Item Group: If you want to run the report for a specific Recipe Group (an example might be Sandwiches), you can use the drop-down to select your desired  Group. 

Include Modifiers: In some situations, modifiers are set up in the POS system with prices and they can be optionally included in the report.  

Run Report: Once you have selected your report parameters, click the Run Report button to list the report.

Sales Mix Site Detail Report - Detail Selected:

Selecting to Run the Report in detail will display a report similar to the one below:

Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.

Sales Mix Report - Summary Selected:

Selecting to Run the Report in summary mode will display a report similar to the one below:

Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.