Sales Mix Report
Overview:
The Sales Mix Report lists all recorded Sales Item counts and amounts for a selected date range. The information is imported from your POS system. An example of the report is shown below:
Things to know!
- This report will only be accessible and visible to users who are given access to this report function.
- The Sales Mix Report will list all Sales Item counts and revenue, for a selected date range.
- 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 Report, use the Sidebar to navigate to the Sales Mix Reports menu option and then select the Sales Mix Report from the submenu. 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 (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 Report - Detail Selected:
Selecting to Run the Report in detail will display a report similar to below:
Count Drill Down: The Count Column displays in blue because you can drill down on the count (when the report is displayed) to see the daily detail for an Item. Below we have drilled down on the Breakfast Buritto:
Report Options: For a description of the toolbar provided at the top of the report, please use this link: Report Options link.
When you see this button it means a sort option is available to display the transactions in ascending or descending order (from lowest to highest or highest to lowest). Click on the button to invoke the sort option. Click once for lowest to highest. Click again to reverse the sort to be for highest to lowest.
Sales Mix Report - Summary Selected:
Selecting to Run the Report in summary mode will display a report similar to 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.