By Category

The By Category report is an Orders report that summarizes sales by the product category. This report differs from the Menu Mix because it shows expected tax totals for each category. This report is a useful tool if you have to pay taxes on a particular category of items.

The orders reports use order data, not payment data to calculate their totals. This means that the orders reports are reflecting the dollar amount of expected revenue based on items fired from the POS. The numbers from the Orders reports will not tie to the numbers from the Sales reports if unpaid checks are left open past the trading day time

The report can be exported to CSV, Excel, PDF

HQ Reports

On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Orders reports select the By Category report

By Category report filters

FIELD	DESCRIPTION
PERIOD	Specify the time period you want to report on
SITES	Filter the report by site or group
GROUP BY	Choose aggregate all categories regardless of revenue center or split each category by revenue center
SERVICE	Filter the report by service for the selected sites - If multiple sites are selected, each value will be prefaced by the site name
STAFF	Filter the report by a specific staff member - If multiple sites are selected, each value will be prefaced by the site name
STATUS	Filters the report by product sales of products that are in the following statuses. The default options will be underlined. Accepted - The second order state after New. Products in this state have been accepted by the KDS Completed - The final order state on the KDS before the "Done" state. For Orders reports, items in the "completed" and "done" state both appear as completed Failed - Legacy status, no longer used Held - Orders that have been fired on the POS but held back from being displayed on the KDS New - The first order state. All orders start in new unless they are held No Show - Any items that are voided/comped/discounted go into the "No Show" state, then a new order is fired in its place. Rejected - Any item that has been rejected by the kitchen would fall into this state

By Category report fields

FIELD	DESCRIPTION
CATEGORY	The name of the category
ITEM COUNT	The quantity of products sold in that category
BASE PRICE	The total base price of all products sold in that category
TAX	Total tax collected for that category
ADJ	Legacy field, no longer used
TOTAL	The total amount collected for that category