Reports

Estimated reading time, 15 minutes

The Reporting part of Invu POS is a tool that provides a clear and detailed view of business operations. These reports provide specific and useful data that help in strategic decision-making, internal audits, and tax compliance. This area becomes an essential source of information to ensure operational efficiency and total control over the different aspects of the business.

• Favorites
• Accounting
• Orders Movements
• Financials
• Tax
• Inventory
• Special
• Total Sales
• Sales
• General

Favorites

The Favorites section in the system is designed to facilitate quick access to the reports most frequently used by users. By selecting the star next to the desired report, it can be marked as a favorite, automatically adding it to this section. This allows the necessary reports to be always at hand, avoiding the need to browse through all the categories every time a specific report is needed (Note: This section only appears when reports are selected).

Accounting

This section refers to the reports essential to the financial and operational management of a business. The main objective of this section is to provide a clear and detailed summary of daily sales, taxes collected, tips, discounts and refunds, as well as reflecting transactions divided by type of payment, which facilitates cash reconciliation and internal audits.

• Report Z: Detailed record of the daily cash closing. It includes all sales, payments, discounts and payment methods used during the day. It is crucial for fiscal control.

Orders Movements

This section details the flow and management of orders within the system, providing key information on daily operational behavior. These reports are fundamental to monitor activity at the point of sale and detect possible inconsistencies, such as improper cancellations or errors in orders, as well as to ensure control over the movement of products and services within the business.

• Order Deleted Items: Listing of products or services removed from orders before they are finalized, along with the reasons.
• Credit Notes: Report of credit notes issued to cancel completed orders.
• Partial credit notes: Record of credit notes issued partially to adjust specific orders or items.
• Open Orders: Detail of orders that have not yet been closed or completed, generally used to monitor workflow.
• Deleted Orders: History of orders that were cancelled or deleted, with details of who and when they were deleted.
• Reconciliation: Comparison of recorded transactions and actual funds on hand, useful for detecting discrepancies.
• Order Time: Information on how long orders remain open from creation to closing.
• Pre-account logs: Logs of orders where a pre-account has been requested, prior to final closing.
• X logs: Logs of preliminary reports of sales and activities at the point of sale during the day, without making a final close.
• Z logs: Log of the Z report, which includes details of all transactions for the day, useful for auditing and reconciliation.
• Beeper Logs: Log of usage of beepers, devices used to alert staff of ready orders.
• KDS: Kitchen Display System report showing the status of orders.
• Gift Card Recharges: Record of gift card recharges within the system, with details of amount and date.
• Fiscal Number Changes: History of modifications in fiscal numbers associated with transactions.
• Tips Added Log: Log of tips added manually by employees or customers.
• Logs Long Report: Long report showing all sales activities and movements over an extended period.
• Items in Open Orders: Listing of products included in orders that have not yet been closed.
• Consolidated Payments: Summary of all payments received, broken down by payment method (cash, card, etc.).

Financials

This section includes reports that provide a detailed view of the financial performance of personnel, sales and operating costs. These reports provide analysis on the most used payment methods, allowing for cash flow optimization, as well as labor cost reports, helping to evaluate employee efficiency in terms of cost per hour worked and performance obtained. 

• Beepers: Information related to the use and management of beepers within the establishment.
• Commissions: Detail of commissions generated by employees based on their sales.
• Employee Schedule: Record of employee work schedules, including clocking in and clocking out.
• Payment Method: Breakdown of transactions by payment method used.
• NC per employee: Record of credit notes generated by each employee.
• Tips per employee: Detail of tips received by each employee.
• Tips: Total summary of tips collected in the system.
• Commissions only: Exclusive report of commissions generated by sales.
• By supplier: Detail of purchases or transactions broken down by supplier.
• Sold vs. Collected: Comparison between what was sold and what was effectively collected.
• Labor hours: Summary of hours worked by employees.
• Labor Cost: Calculation of labor costs based on hours worked and wages.
• Prime Costs: Breakdown of direct costs involved in the production of goods.
• Accounts Receivable (Customers): Listing of accounts receivable from customers.
• Deposits: Record of deposits made in bank accounts.
• Markings: Report of employee check-ins and check-outs in the attendance control system.

Tax

The Tax section is designed to generate reports detailing sales tax collections. This information is essential to comply with local tax regulations, allowing businesses to properly report the taxes collected and simplify the tax filing process. 

• Taxes: Detailed reporting of taxes collected or paid on sales made, categorized by tax type.

Inventory

The Inventory section is used to manage and monitor product movements within the business. These reports are to avoid losses due to inventory mismanagement, identify products that need to be replenished, and manage supplier relationships efficiently, ensuring that there is always enough stock to operate without interruption.

• Shrinkage: Record of lost or spoiled products in inventory.
• Purchasing: History of all purchases made to replenish inventory.
• Adv Purchasing: Advanced purchasing report with additional details such as delivery dates and suppliers.
• Inventory usage: Detail of product usage in inventory based on orders generated.
• Inventory usage adv: Advanced version of the inventory usage report with more granularity.
• Requisitions: Record of requests for products or supplies for inventory.
• Requisitions adv: Advanced version of the requisitions with more details and filters.
• Inventory history: Record of all the inventory entries and exits over time.
• Inventory by warehouse: Detail of the available inventory in each warehouse.

Special

This section is oriented to specialized reports that cover specific areas of the business. It is useful to generate specific information that is not covered in the other sections and that responds to the unique needs of each business, facilitating decision-making based on accurate and specific data.

• Sales per Employee: Record of sales generated by each employee.
• WISR: Real-time sales and inventory report, useful for a quick overview of the day's movements.
• Xero Template: Data export in a format compatible with Xero accounting software.
• DGI 1027: Report required by the General Revenue Directorate (DGI), detailing tax and sales information.

Total Sales

This section provides a consolidated summary of sales made within a specific period. From here you can evaluate the performance of the business, identify the most used payment methods, and measure the productivity of employees and the business in general. These reports facilitate the identification of sales patterns and possible areas for improvement in day-to-day management.

• Orders per table: Breakdown of sales for each table served.
• By Till: Summary of sales made at each cash register.
• By Employee close: Detail of the sales made by each employee during the close.
• By Employee open: Sales made by the employees who opened the shift.
• By Assigned Employee: Sales recorded, under each employee assigned to the orders.
• By Group: Breakdown of sales by categories or product groups.
• By Payment Type: Detail of sales by each type of payment used (card, cash, etc.).
• By Tips summarized: Summary of tips collected during the day.
• Gift used: Record of gift cards used.

Sales

This section focuses on a detailed analysis of everything sold. These reports are useful to understand which products sell the most, which promotions are effective, or how customers behave in terms of buying preferences. With this information, sales strategies, promotions and inventory management can be adjusted to maximize business revenue.

• Categories: Sales broken down by product category.
• Sub Categories: Sales detail by product subcategory.
• Certificates: Record sales of gift certificates or other types of certificates.
• Favorite Customer: Sales generated by the most frequent or loyal customers.
• Customer by Item: Sales broken down by customer and the products they have purchased.
• Customer by Category: Comparison of customers and the categories of products they consume the most.
• Collection: Summary of sales by product collections.
• Discounts: Record of discounts applied on sales.
• Family: Sales report by product family.
• Modifiers: Detail of products with modifiers added during the sale.
• Avc Modifiers: Advanced report of modifiers with more details.
• Avc Modifiers Without Waiter: Advanced version of modifiers where no waiter is involved.
• Closed orders: Detail of all finalized orders.
• Invu Pay Orders: Orders processed through the Invu Pay payment system.
• By Item: Sales broken down by individual product.
• By Item adv: Advanced version of the sales report by item.
• By Item + adv modifiers: Advanced sales report by product with all its modifiers.
• By Branch: Sales comparison by branch.
• Section: Sales breakdown by menu section.
• No sales Products: List of products that have not registered sales.
• No Sales Items: Specific products that have not been sold in a given period.
• Modifiers Only: Detail of sales related exclusively to product modifiers.
• Time: Order processing time information and average service times.
• Order Type: Breakdown by order type (take-out, delivery, restaurant, etc.).
• By Weeks: Sales broken down by week.
• In Year: Comparison of cumulative sales during the year.
• Item and Quantities: Detail of quantities sold by item.
• Categories and amounts: Report of total sales by category and amount collected.
• Employees Modifiers: Record of employees who have applied modifiers to orders.
• Items by Time: Information on which products are sold more at certain times of the day.

General

The General section covers broader and more diverse aspects of the business, such as the list of available products, recipes associated with each product, inventory suppliers, and the history of item movements. This section is crucial for the overall administration of the system, allowing managers to have a clear view of the products offered, associated costs and inventory movements, which facilitates efficient business planning and management.

• Products: List of products available in the system.
• Menu: Detail of the current menu configured in the POS system.
• Recipes: Record of recipes associated with products in the system.
• Purchased Products: History of product purchases for inventory.
• Requisition Products: Products requested through the requisition system.
• Gain & Lost: Report on products gained or lost in inventory.
• Product Suppliers: List of suppliers registered to supply products.
• Overhead Costs: Report of overhead costs associated with the operation.
• Item Movement Logs: Record of all item movements, including sales, returns, and inventory adjustments.