Clerk Activity Reports

As with the Total Sales Reports this is a collection of different reports relating to Staff Activity.

Average Sales Report
This summary report provides useful comparison data for staff.
Cash Lifts Report
View list of cash lifts performed.
Cashback Report
List of all cashback transactions
Deposits Report
List of deposits taken or redeemed
Detailed Transactions Report
Comprehensive list of till sales activity
No-Sales Report
Report on till drawer openings
Petty Cash Report
List of petty cash entries by employee in selected period
Price Change Report
Times and details of all price changes
Refunds Report
This report shows refunds and the reasons they were given
Till Differences Report
Report on till differences from Z Reads
Voids Report
View all items voided from tabs or through keying errors
Vouchers Report
Detail of all voucher promotion offers
X-Reads Report
Report of X-Reads performed

This collection of reports has its own generator form similar to that used in the Total Sales Report. This allows you to choose a date range by selecting the start and finish dates and times at the top of the screen. This range will usually be quite small as you’re typically looking into the individual activities of staff, often on a particular day or even around a specific time.

Also like the Total Sales Reports you will have a selection to make in the right hand list of Staff names. Click individual names or use the Select All option to view data for all staff.

Under the green Report Settings section you have various options depending on which report you choose. For all reports you can choose to include staff members who’ve been deleted if you’re running historical analysis. For all reports other than Average Sales, Cash Lifts, Price Changes and Voids you can select to view a breakdown of the activity in question by till. Finally, for the detailed transactions report you can also choose between reporting based on the payments taken by the chosen staff members or by sales entered. This latter option provides a clearer picture of the activity of waiting staff. Once you’ve made your selections just click ‘Generate Report’.