Clerk/Staff Reports

 

Back Office >Reports > Clerks

 

Description

 

Nearly all of the Reports in SwiftPOS can be filtered by either a date range or data. The date range can either be selected from the drop down list of Periods or entered manually.

 


Reports

 

Report Name

ID

Sample

Report Description

Clerk Audit Report

CLK001

D S

Reports on Clerk/Staff related transactions grouped by Location and Clerk/Staff Member. Lists Location, Clerk, the Average Drawer Open Time and the number of transactions related to : No Sales, Cancelled Sales, Credit Items, Cleared Items, Customer Count, Pay Out Trans, Pay In Trans, Spoilage Trans, Wastage Trans and Transfer Trans. As well as the total No of Transactions, total Sales and the Average Sales value per Customer.

 

In addition the detailed version lists the total number of transaction and sales value per Price Level.

Clerk Average Sales

CLK002

R

Reports on Average Sales per Clerk/Staff Member. Lists Clerk/Staff #, Clerk/Staff Name, Average Sale value, total Sales and the Clerk/Staff Member's Sales as a % of the Total Sales.

Clerk Commissions

CLK003

 

Reports on Commissions based on the sales of Products within a Category. The rate of commission is shown as rate against the Product Category.

Clerk List

CLK018

R

Reports on Clerk/Staff grouped by Clerk/Staff Group. Lists Clerk/Staff Group, Clerk, Card #, Contact #, Email, Pay Rate, Totals Sales, Last Sale Date/Time and Back Office and POS access indicatores. This report can be sorted by Clerk/Staff Name or #. This report can be grouped by Clerk Group or Clerk Security Group.

Clerk Performance

CLK020

R

Reports on Clerk/Staff Cash Sales, Cash Drops and the Variance between them, grouped by Clerk Group. Lists the Clerk Group, Clerk, Customer Count, value of sales in Cash, Cash Drops and the Variance.

Clerk Phone List

CLK004

R

Reports on Clerk/Staff Phone #s grouped by Clerk/Staff Group. Lists Clerk/Staff Group #, Clerk/Staff Group Description, Clerk/Staff ID, Clerk/Staff Name and Phone #. This report can be sorted by Clerk/Staff Name or Clerk/Staff #.

Clerk Roster

CLK017

D S

Reports on Clerk/Staff Rosters grouped by Clerk/Staff Member. Lists Clerk/Staff, Rate, Hours and Estimated Pay. This report can also be sorted by Clerk/Staff Name or Clerk/Staff #.

 

In addition the detailed version lists the Rosters per Shift Day, Shift Date, Start Time and Finish Time.

PLU Group Sales by Clerk

CLK005

R

Reports on Clerk/Staff Sales by Product Group grouped by Clerk/Staff Member. Lists Clerk/Staff #, Clerk/Staff Name, Product Group ID, Product Group Description, Qty, total Cost, total Sales and the Product Group Sales value as a % of Clerk/Staff Member's Total Sales. This report can be sorted by Group Description or Group ID.

PLU Sales by Clerk

CLK006

R

Reports on Clerk/Staff Sales by Product grouped by Clerk/Staff Member and Product Group. Lists Clerk/Staff #, Clerk/Staff Name, Product Group ID, Product Group Description, Product Code, Product Description, Qty, total Cost, total Sales, Margin, Gross Profit % and the Product Sales value as a % of Product Group's Total Sales. This report can be sorted by Product Description or Product Code.

PLU Sales by Clerk & Price Level

CLK016

R

Reports on the same information as the PLU Sales by Clerk report above, only this report enables can filter by Price Level. This report can be sorted by Product Description or Product Code.

Shift Daily Summary Report

CLK007

R

Reports on Clerk/Staff Shift data grouped by Location, Clerk and Role. Lists the Location, Clerk, Role, Date, Time Present, Unpaid Breaks, Total Paid Time Worked, Minutes Worked and Hours Worked.

Shift Daily Summary V2 Report

CLK008

R

Reports on Clerk/Staff Hours worked. Lists the Clerk/Staff #, Clerk/Staff Name, Hours for each day of the week and the total Paid Hours. This report can also be sorted by Clerk/Staff Name or Clerk/Staff #.

Shift Detailed Report

CLK009

R

Reports on Clerk/Staff Shift data grouped by Location, Clerk and Role. Lists the Location, Clerk, Role, the Start/End Times, Total Time, Paid Minutes and Paid Hours for Sign On/Off and Break events. Date, Time Present, Unpaid Breaks, Total Paid Time Worked, Minutes Worked and Hours Worked.

Shift Summary Report

CLK010

R

Reports on Clerk/Staff Shift data grouped by Location, Clerk and Role. Lists the Location, Clerk, Role, Date, Total Time, Unpaid Breaks, Total Paid Time Worked, Minutes Worked and Hours Worked.

Staff Productivity Report

 

 

The Staff Productivity report displays Hours Worked, Total Sales, Customer Count, Average Customers per Hour and Total Pay. This report can be filtered by Clerk or Location.

Table Clerk Sales By Group

CLK013

D S

D S

 

Reports on Table sales grouped Master/Product and then by Clerk/Staff Member. Lists Clerk/Staff Member, Master/Product Group, Qty, Cost, Sales Inc, Commission and the Sales value as a % of the Total Sales. The report can be generated based on the Value sold or Qty sold.

 

In addition the detailed version reports the Sales by Product. It lists the Product and PLU.

Table Clerk Sales Report

CLK012

R

Reports on Clerk Table Sales by Clerk/Staff Member. Lists Qty, Cost, Sales and the Sales value as a % of the Total Sales.

Tip Summary

CLK014

R

Reports on Tips by Clerk/Staff Member. Lists Clerk/Staff #, Clerk/Staff Name, Tips Qty, Tips Value, Sales. Tips as a % of Sales and the Tips value as a % of the Total Tips.

Weekly Time Sheet

CLK019

D S

Reports on Clerk Time Clock data grouped by Location and then by Clerk. Lists the Location, Clerk, # of Breaks, Total time in Breaks, Total time elapsed and Total Time Worked (Elapsed time - Break time). Also list these for the previous 7 Trading Days from the selected To Date.

 

In addition the detailed version lists the Shifts Start/End date/times and the Breaks Start/End date/times.

Zero Value Sales Audit by Clerk

CLK015

R

Reports on Zero Value Sales by Clerk/Staff Member. Lists Clerk/Staff #, Clerk/Staff Name, Terminal ID, Terminal Description, Receipt #, Date/Time of sale and Detailed audit Customer/Member #.

 


Related Topics

 

  1. Clerks/Staff
  2. Reports