Server Checkout Report is a Labor report that gives an overview of employee activity during a shift. This report can be accessed from TRAY HQ, and a printed version can be printed from the POS. With the applicable permission, employees can access and print their own checkout report.
This report can be exported to CSV, Excel and PDF
HQ Reports
On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Labor reports select the Server Checkout report.
Server checkout report filter options:
| FIELD | Description |
| PERIOD | Select the time period you want to report on |
| START DATE | Start date |
| END DATE | End date |
| SITES | Select the site or venue from the drop-down list. |
| STAFF | Filter the report by specific staff member |
| ROLE | Select the user role type (i.e. server, cook) |
| TENDER TYPES | Filter the report by tender types collected |
| SIDE WORK WAIVER | Filter the report by the side work waiver response |
Server checkout report fields:
| SHIFT DATE & TIME | Shows the start and end date/time of the users shift |
| STAFF NAME | Users name |
| ROLE | Users role during their shift |
| NET SALES | Net sales |
| TAX | Total tax |
| GROSS SALES | Net sales + tax |
| VOIDS | $ amount of voids |
| REFUNDS | $ amount of refunds |
| COMPS | $ of comps |
| DISCOUNTS | $ of discounts |
| SALES PAYMENT TYPES | Totals broken out by tender type |
| TIPS TENDER TYPES | Declared tips broken out by tender type |
| SIDE WORK WAIVER | If you are in an 80/20 state and the user has the "Sideworkwaiver" permission, this field will indicate the users response to the 80/20 prompt while clocking out |
| REASON | This field lists the reason entered if the user worked more than 20% of their shift on non tip wage duties. |
| CASH DUE | The cash that the user owes to the store |
POS
To print the checkout report from the POS follow the steps below:
- Login into the POS
- Once logged in, select the "Functions" tab
- In the bottom right corner select the "EMPLOYEE-RELATED" tab.
- Select CHECKOUT REPORT next to the employees name that you wish to print. (Note that this requires the "printservercheckout" permission)
- While checking out of a terminal, if configured, the user can be prompted to check out with or w/o a printed copy of their checkout report as shown in the image below.
Example of printed server checkout report
| DEPARTMENT SALES | This top section shows the amount, % of net, and count of each product sold within the respective CATEGORY listed |
| TOTAL SALES | This section shows the total sales, as well as the total count of products sold. You can also see voids comps and discounts listed here |
| DEPARTMENT SALES | This section shows the total sales and % of sales broken out by REVENUE CENTER |
| TOTAL NET SALES | This section shows the total net sales + tax collected equaling gross sales. You can also see the NET CASH SALES and NET CREDIT SALES broken out by major CC brand |
| CREDIT CARD SALES | This section singles out the CC sales, but adds in the tips as a percentage of CC sales |
| CASH SALES | This section shows the cash sales - cash tips shows the cash due to the store |
| CHECKS COUNT | This section shows the number of checks for the user. |
| AVERAGES | The 2 averages at the bottom represent the average cook time for orders, as well as the average time from when a check is opened to when it is closed |