Back Office >Reports > Custom Reports
Description
This menu item is used for reports that do not fit into any of the other Reporting Category or reports that have been custom developed for particular sites. How some reports display data, can be altered via the Products/Inventory tab of the Local Configuration screen.
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
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Report Name |
ID |
Sample |
Report Description |
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CTM046 |
Reports on charges made to Account/s within a selected period. Lists the Account, Date/Time, Receipt #, Clerk, Description, Qty and Amount. This report can be sorted Date/Time or Receipt #. |
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CTM040 |
Reports on the Average Sales per Hour per Table grouped by Location and Time Periods. Lists the Location, Time Period, Table, Time Seated/Finished, Total Time, No. of Customers, Average Spend / Hour, Sales value (either incl./excl. of GST) and the Sales value as a percentage of the Total Sales. |
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CTM001 |
Reports on sales summarised by Master Group and grouped by Trading Date. Lists the Trading Date, Master Group, Tax, Amounts per Media Total. |
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CTM049 |
Reports on Sales and Tips data grouped by Location and then Clerk. Lists the Location, Clerk (and the first and last Sale date/times), Sales Inc, Sales Inc (Without Tip), Sales Inc (With Tip), Covers, Transactions, Avg per Cover, Avg per Transaction, Media Total, Surcharges, EFT Tips, Other Media Tips, Room Charge Tips, Tip %, Total Tips, Tips Paid and Tips Held. |
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CTM002 |
Reports on PLU Sales for a single Location and compares it with the sales for all Locations by Product Group. It includes comparisons for Total Qty Sold, Total Cost Price, Total Sales and Averages, for the selected Location, all Locations and the Difference as a % of the Total. Note : It is recommended that the Location filter be used in order for this report to show useful information. If the filter is not used then the report will be comparing the sales for all Locations against no other Location.
The Detailed version reports by Product. It lists the Product Code and Product Description. |
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CTM048 |
Reports on Sales and Tips data grouped by Location and then Clerk. Lists the Location, Clerk (and the first and last Sale date/times), Sales Inc, Sales Inc (Without Tip), Sales Inc (With Tip), Covers, Transactions, Avg per Cover, Avg per Transaction, Media Total, Surcharges, EFT Tips, Other Media Tips, Room Charge Tips, Tip %, Total Tips, Tips Paid and Tips Held. |
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CTM003 |
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The Consignment Sales by Member report shows consignment sales by member in NetPOS. |
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CTM004 |
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Reports on Points Purchases/Redemptions. This report can be filtered by Customer/Member, Clerk, Location, Product and Product Group. In addition to these filters, this report also uses the string PLU filter field which is a requirement for this report to produce any data. Note : This report will only work when the selected Customer/Member ID is contained within a string field of a purchasing transaction. |
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CTM009 |
Reports on each day's trade for the selected period and provides a summary of transactions. Lists the Date, GST (Tax) Sales, GST Free (Tax Free) Sales, Total Sales (Gross Sales on Till), GST (Tax on Till), Net Sales and multiple Media Type Totals. This report has been specifically designed for use in franchise environments. |
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CTM005 |
Reports on the number of transactions per calendar Month per year for all Sales Transactions. Lists the Year, No of Transactions by calendar Month and the Total number of Transactions. This report is particularly useful for checking the Sales Transactions after importing a Task Manager database into SwiftPOS. It is also useful if it is required to know how many Sales Transactions exist in the database over the entire sales history. Note : This report has no filters and will search the entire Sales Transactions, so please be aware that this report may take some time to load. |
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CTM043 |
Reports on Vouchers that have expired grouped by Location and Voucher. Lists Location, Voucher, Barcode, Mapping String, Issued Date, Date Expired, Stored Value, Max Uses and Actual Uses. |
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This report has been renamed to Stock Expiry Checklist |
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CTM007 |
Reports on Sales by Master Groups (ie. Food, Beverage and Other) by Media across all Locations. |
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CTM008 |
Reports on Sales by Master Groups (ie. Food, Beverage and Other) by Media for the selected Locations. |
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CTM017 |
Reports on Key Performance Indicators in the areas of Sales, Transactions Hourly per Day, Royalty and Advertising Payments Calculation and Audit Trail. This report has been specifically designed for use in franchise environments. |
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CTM044 |
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This report displays a list of Products that have comments attached to them that a clerk has entered against the Product. Note : A Coupon PLU must be selected in the Report Filters. |
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CTM010 |
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This report is much the same as the Location Coupon Sales Detail report but it only has a summary of the transactions not a detailed listing of them. Note : A Coupon PLU must be selected in the Report Filters. |
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CTM011 |
Reports on Sales transactions by Marketing regions. List the Marketing Description, Period (in calendar month), Transaction Count, Sales Inc GST and the Sales value as a percentage of the Totals Sales for the selected region. Marketing Regions/Post/Zip Codes can be setup here. |
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CTM012 |
Provides a form listing Products required to be ordered, with a Order Qty entry box for manual entry. Lists the Master Group, Product Description, PLU # and Price (Incl. GST). This report can be sorted by Product Description or PLU. |
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CTM013 |
Reports on PLU Sales by Location, by Price Level and by Category. Lists Location # and Description, Price Level # and Description, Category # and Description, Product Code, PLU and Description, Qty, Cost, Sales (Incl. GST), Gross Profit as a dollar and percentage amount. The report is specifically desicgend for reporting on tax in the UK. .This report can be sorted by Price Level or Category. |
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CTM032 |
Reports on the difference in Price of Sales between the Price Levels selected. Lists Location, Total Sales at the 1st selected Price Level, Total Sales at the 2nd selected Price Level, Total Difference and the Difference as a percentage. value at the sales price, total sales value at the Default Price, the Difference between the two sales values as a dollar and percentage amount.
The Detailed version reports by Product. It lists the Terminal, Receipt #, Date/Time of the sale, Clerk, Sale Total, PLU/Product Code and Description. |
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CTM014 |
Exports a file that summarises item sales in 30 minute intervals. Note : that this report can be exported to CSV or TSV only. |
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CTM015 |
Reports on Sales data summarised by Period and Region and then by Post/Zip Code. Lists the Period, Region, Post/Zip Code and Description, Clerk # and Name, Item Count, Transaction Count, Sales Incl GST and the Sales value as a percentage of the Totals Sales. Marketing Regions/Post/Zip Codes can be setup here. Note : The Item Count column displays the number of Postcodes captured in a sale. |
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CTM016 |
Reports on Sales data summarised by Period and Region and then by Post/Zip Code. Lists the Period, Region, Transaction Count, Sales Incl GST and the Sales value as a percentage of the Totals Sales. Marketing Regions/Post/Zip Codes can be setup here. |
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CTM018 |
Reports on Product/PLU Sales by Master Group/Product Group. Lists Master Group/Product Group, Product, Qty, Cost, Sales Ex/Inc, Gross Profit $ and %, and the Stock On Hand (SOH). The report is designed to report all SOH regardless of the sales. This report can be sorted by Product Description or Product Code/PLU. |
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CTM019 |
Reports on the same information as the Retail Sales with SOH report above. Only this report, reports by Location and provides the ability to generate a Graph. |
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CTM045 |
Reports on Sales and Points awarded for Locations that are contributing points towards the Loyalty system. Lists Location # and Description, Receipt Date/Time, Customer/Member # and Name, Sales Value, Points Awarded. and Invoice Amount. |
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CTM020 |
The Scan Data report is a file export that is used with the OnTap Data / Liquor File interface. This report can be exported to CSV or TSV only. |
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CTM029 |
Reports on Stock that have expired or are due to expire (see Days to Expire filter) grouped by Location and then either Master Group/Product Group. Lists the Location, Master Group/Product Group, Product, SOH, last date Purchased, Shelf Life (Days), SOH Expired/Expiring and the date Expired/Expiring. |
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CTM047 |
Reports on Supplier Invoices in detail depending on the Status selected. Lists the Supplier, Posting Clerk, Reverence (Invoice #), Transaction Date, Posted Date, Posted Location, Total Received value, Discount value, Freight value, Discount Apportioned (True/False), Transaction Total, Rounding value, Freight Dispersal Method. Product, Supplier Code, # Case (Case Qty), Cases, New Cost, Old Cost, Variance $, Tax, Total (Ex), Total (Inc) Freight (Ex), C/M (Costing Method), Price and GP%. This report can be sorted by As Ordered, Product Description or Code. Note : A Price Level must be selected for the report to be generated. |
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CTM021 |
Reports on all Tables by Location and data related to their performance. Lists Location # and Description, , Terminal ID and Description (if selected in the sort options), Table #, No. of Customers, Average Sales (either incl./excl. of GST), total Sales (either incl./excl. of GST) and the sales value as a % of the total sales. This report can be sorted by Location of Terminal. Product Description or PLU. |
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CTM022 |
Reports on the Volume of Sales by Product Group. Originally designed to report on the volume of sales for cartons of cigarettes. Lists Product Group # and Description, Product Code, PLU and Description, Size, Qty, Total Volume, Cost and Sales (either incl./excl. of GST). value All of the volume sales reports can be filtered by member/account, clerk, Location, terminal, PLU, Product Group, Category and master group. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM023 |
Reports on the same information as the Volume Sales report above, only this report, reports by Category grouped by Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM024 |
Reports on the same information as the Volume Sales report above, only this report, reports by Time Periods grouped by Category and then Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM041 |
Reports on the same information as the Volume Sales report above, only this report, reports by Product Group and then Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM042 |
Reports on the same information as the Volume Sales report above, only this report, reports by Product Group, Price Level and then by Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM025 |
Reports on the same information as the Volume Sales report above, only this report, reports by Time Periods and then by Category. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM026 |
Reports on the same information as the Volume Sales report above, only this report, reports by Time Periods, by Product Group and then Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM027 |
Reports on the same information as the Volume Sales report above, only this report, reports by Time Periods, by Product Group, by Price Level and then Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM028 |
Reports on the same information as the Volume Sales report above, only this report, reports by Product Range and then by Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM030 |
Reports on the same information as the Volume Sales report above, only this report, reports by Time Periods, then Product Range and then by Location. This report can also be grouped by Terminals. This report can be sorted by Description (Product), Inventory Code (Product Code), Size and Description or Size and Inventory Code. |
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CTM031 |
Reports on all Vouchers issued (Voucher Ledger) grouped by either Location and/or Terminal or no grouping. Lists the Voucher, Qty Issued and Stored Value.
The Detailed version reports by Voucher. It lists the Barcode, Issue Date, Clerk, Max Uses, Actual Uses and Last Used. |
Daily Sales Sheet Sample Report
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