ROBOTILL POS Online Help
Point of Sale Software - ROBOTILL - www.robotill.com

ROBOTILL Reports

To view reports, open ROBOTILL Manager and click on Reports.

Export Report
  1. Each report has various filters. After you selected the filters you want, click on 'Apply Filter' or 'Refresh'.
  2. Each report has a toolbar with various tools. You can export each report to different formats.
  3. The Excel export option from the toolbar might not always be suitable if you want to import the data into another program like your accounting system or if you want to export it to excel and perform additional sorting and formatting on the data. In that case you can use the 'Export to CSV' option that is available in some of the reports.

The following reports are available:

Sales Reports

1) Sales Per Day
2) Stock Sales
3) Sales by Cashier
4) Sales Detail By Date
5) Discounts
6) Items Sold With Sub Items
7) Department Report

Stock and Products Reports

8) Stock On Hand
9) Stock Profit
10) Stock Receiving
11) Discarded Stock
12) Stock Take Adjustments
13) Price List
14) Tier Price List

Customer Reports

15) Account Payments
16) Customers Report
17) Account Report

Shifts and Cash Drawers Reports

18) Shifts (Cash Drawers)
19) Cash Drawer Report

Payments Reports

20) Alternative Payments (4th payment option)
21) Card Payemnts
22) Sale Payments
**) Where are the 'Cash Sales Report', 'Card Sales Report', etc?

General Reports

23) Tax Report
24) Refunds
25) Cash Drops and Withdrawals

Retail Specific Reports

26) Laybye / Sales Orders
27) Laybye (Sale Order) Payments
28) Sales by Salesperson

Restaurant Specific Reports

29) Waiter Report
30) Table Report

Branch Module Reports

31) Branch Stock On Hand
32) Branch Sales Per Day
33) Branch Stock Sales

If the report or data you are looking for is not available, please contact ROBOTILL.

Sales Per Day Report

Report Fields

  • Date - Sales are grouped by sale date. Optionally sales can be grouped by shift date - see note below.
  • Cost - Total cost for all products sold on day.
  • Price Excl - Price excluding tax for all sales on day
  • Price Inc - Price including tax for all sales on day
  • Total Sales - Total amount of sales for day. Amount might differ from total price including tax as total sales includes amount loss due to sale rounding (if rounding is enabled).
  • Profit - Calculated from Total Sale amount (includes tax and rounding) or Price Excluding Tax depending on your setting in Tax Setup.
  • GP (Gross Profit) - Calculated from price including or excluding tax depending on your settings in Tax Setup.

Report Filters

  • Date Range - (see note below).

Report Notes

Report will include discounts.

If you do sales after midnight but you want to group those sales with the previous day, see After Midnight settings in Restaurant Configuration.

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Stock Sales Report

Report Fields

  • Product Description
  • Stock Code
  • Quantity Sold
  • Cost for items sold
  • Total Amount Excluding Tax - Amount will not include sale rounding if enabled. See Sales Per Day report for totals that include rounding.
  • Total Amount Including Tax - Amount will not include sale rounding if enabled. See Sales Per Day report for totals that include rounding.
  • Profit - Calculated from price including or excluding tax depending on your settings in Tax Setup.

Report Filters

  • Date Range (see note below)
  • Category
  • Department
  • Supplier
  • Cashier (User) that did the sale

Report Notes

If you do sales after midnight but you want to group those sales with the previous day, see After Midnight settings in Restaurant Configuration.

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Sales By Cashier Report

Report Fields

  • Username of cashier
  • Name of cashier
  • Amount of cash Sales
  • Amount of card Sales
  • Amount sold on account
  • Total sold for cashier

Report Filters

  • Date Range (see note below).

Report Notes

If you do sales after midnight but you want to group those sales with the previous day, see After Midnight settings in Restaurant Configuration.

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Sales Detail By Date Report

Report Fields

  • Sale Date and Time
  • Slip ID
  • Stock Code
  • Barcode
  • Product Description
  • Quantity
  • Total of item added to sale

Report Filters

  • Date Range (see note below)
  • Filter by cashier or see all sales for all cashiers.

Report Notes

If you do sales after midnight but you want to group those sales with the previous day, see After Midnight settings in Restaurant Configuration.

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Discounts Report

Report Fields

  • Date discount was given
  • Total of sale
  • Description (Discount name)
  • Percent discount given
  • Amount discount given

Report Filters

  • Date Range (see note below)

Report Notes

If you do sales after midnight but you want to group those sales with the previous day, see After Midnight settings in Restaurant Configuration.

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Items Sold With Sub Items Report

Report Fields

  • Product Description
  • Stock Code
  • Current price for item - Not the price the item was sold for (see notes below).
  • Product Type - Normal, Compound or Sub Item (see notes below).
  • Quantity sold
  • Current value - Not the value sold for (see notes below)

Report Filters

  • Date Range (see note below)
  • Filter by cashier or see all sales for all cashiers.
  • Show Standard Items
  • Show Compound Items
  • Show Sub Items

Report Notes

If you do sales after midnight but you want to group those sales with the previous day, see After Midnight settings in Restaurant Configuration.

The report gives a break down of items sold and allows you to see the sub items of compound items that was sold and their value. The report cannot give the actual amount the items were sold for as the items (in the case of sub items) were not sold. For that reason the report uses current prices and not the prices of items at the date of sale.

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Departments Report

Report Fields

  • Department Name
  • Unit Cost - Total cost of products sold for this department.
  • Price excluding tax for products sold for this department.
  • Price including sales tax for products sold for this department.
  • Profit - Calculated from price including or excluding tax depending on your settings in Tax Setup.

Report Filters

  • Date Range (see note below)

Report Notes

If you do sales after midnight but you want to group those sales with the previous day, see After Midnight settings in Restaurant Configuration.

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Stock On Hand Report

Report Fields

  • Product Description
  • Stock Code (Item Code)
  • Total cost for product in stock.
  • Sell value of this product exluding tax.
  • Sell value of this product including tax.

Report Filters

  • Stock Category
  • Department
  • Supplier
  • Only Stock Running Low - Stock levels that reached the ROP.

Report Notes

The report shows current stock levels. ROBOTILL keeps track of stock movement (stock received, stock sold, discarded stock and stock take changes) but not historic stock on hand values. If you need historic stock levels you need to export the report to Excel or CSV format at a frequency you require. Stock quantity history is only kept at the head office level - see Stock on Hand report for the Branch Module

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Stock Profit and Tax Report

Report Fields

  • Product Description
  • Total cost for product in stock.
  • Amount sold excluding sales tax.
  • Amount sold including sales tax.
  • Profit - Calculated from price including or excluding tax depending on your settings in Tax Setup.
  • Total sales tax for this item.

Report Filters

  • Date Range - Filter by single day, specific month (for month end report) or any date range.
  • Stock Category
  • Department
  • Supplier

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Stock Receiving Report

Report Fields

  • Date stock was received.
  • Product description of items received.
  • User that received the stock.
  • Quantity Received
  • Price Changed - True if a price change was done during stock receiving for this item.
  • Original Product Price
  • New cost price if the unit cost was changed.
  • New product price.
  • Amount price was changed.

Report Filters

  • Date Range
  • Supplier
  • Invoice / GRV Number - will show all items that were received with this number.
  • Supplier Order Number - Will show stock received from an order.
  • Product Description

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Discarded Stock Report

Report Fields

  • Date stock were discarded.
  • User that discarded stock.
  • Stock Code
  • Product Description
  • Quantity Discarded
  • Cost of discarded stock
  • Value of stock (Price excluding tax)
  • Value of stock (Price including tax)
  • Reason given for discarding stock.

Report Filters

  • Date Range
  • Product Description

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Stock Take Adjustments Report

Report Fields

  • Date
  • Counted by - User that did the stock take.
  • Stock Code
  • Barcode
  • Product Description
  • Original Quantity - calculated by ROBOTILL System
  • New Quantity - actual quantity as counted by user.
  • Variance - Difference between the calculated quantity and actual quantity.

Report Filters

  • Date Range
  • Product Description

Report Notes

In ROBOTILL it is possible to do partial stock takes. Only the items that were counted and where a variance were found will be listed.

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Price List

Report Fields

  • Product Description
  • Stock Code
  • Barcode
  • Price excluding sales tax
  • Price including sales tax

Report Filters

  • Stock Category
  • Supplier
  • Department

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Tier Price List

Report Fields

  • Product Description
  • Stock Code
  • Barcode
  • Price excluding sales tax
  • Price including sales tax
  • Tier 2 Price excluding sales tax
  • Tier 2 Price including sales tax
  • Tier 3 Price excluding sales tax
  • Tier 3 Price including sales tax

Report Filters

  • Stock Category
  • Supplier
  • Department

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Account Payments Report

Report Fields

  • Payment Date
  • Customer Account Number
  • Customer Company Name
  • Customer Name
  • Customer Surname
  • Amount Paid
  • Payment Type
  • Cashier that received the payment

Report Filters

  • Date Range

Report Notes

This report shows payments that were done where customers paid their accounts and not when accounts were used as a form of payment for sales.

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Customers Report

Report Fields

  • Customer Account Number
  • Alternative Account Number
  • Company Name
  • Customer's Name
  • Customer's Surname
  • Customer Balance

Report Filters

  • Customer Balance At - Will show balances for a specific date.
  • Filter to only show negative balances

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Customer Account Report

Report Fields

  • Date and Time of Transaction
  • Transaction Description
  • Debit
  • Credit
  • Balance

Report Filters

  • Customer
  • Date Range

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Shifts (Cash Drawers) Report

Report Fields

  • Username (Cashier)
  • Date and Time Cash Drawer (shift or till session) was opened.
  • Date and Time Cash Drawer (shift or till session) was closed (cash up was done).
  • Date and Time Cash Drawer (shift or till session) was finalized (checked and completed).
  • Balance of cash in the drawer
  • Amount of cash returned
  • Shortage (cash missing)
  • Comment made by supervisor/manager

Report Filters

  • Date Range
  • User (Cashiers) or all cashiers

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Cash Drawer Report

A drawer report will give you a detail break down of the cash drawer as well as a summary of all transactions done with that cash drawer (shift) for example account payments, card payments, etc.

The drawer report can be opened in the following ways:

  • ROBOTILL Manager > Reports - where several drawers can be combined in one report according to a date range.
  • ROBOTILL Manager > Cash Drawers - where you can search for a specific cash drawer (shift)
  • POS Apps (Retail and Restaurant): File > General Functions > Drawer Report - It will display the drawer report for the current drawer in a format that can be printed on a POS printer

Cash Drawer Report
  1. The total amount for sales for the drawer(s) of the report. This amount will include sale rounding if enabled.
  2. The amount of cash received. Note this is not cash sales but the total amount of cash received by the cashier. See report notes below.
  3. The total amount of change given by the cashier.
  4. Total amount received by card payments. See report notes below.
  5. Check payments or the alternative payment method. This description will change if you change the 4th payment method.
  6. The total amount that was paid using accounts.
  7. Total amount of sales tax linked to the drawer(s).
  8. The total amount of cash that should be in the drawer. This amount include the float.
  9. The float amount (used for change) that was given to the cashier at the start of the shift.
  10. Cash dropped (removed from the drawer for security reasons) and withdrawn (cash removed for petty cash) from the drawer.
  11. Total amount of payments received by customers making payments on their accounts.
  12. Amount paid to customers for refunds.
  13. Total on hand is total cash + total card payments + total check (or alternative payment).
  14. Total amount of cash counted and declared by the cashier.
  15. Total amount of cash counted by the supervisor or manager that finalized the drawer.
  16. The variance is the difference of cash that should be in the drawer (see point 8) and the amount that was returned (see point 15). A negative value will indicate an amount short while a positive value will indicate to much cash (typically occur when customers don't take their change or wrong change was given).
  17. The same applies to card and check as with cash (see previous point).
  18. The drawers included in this report. If this report was opened from the drawer list only one drawer will be listed.
  19. The date range for this report.
  20. There will only be a date range if the report was opened from the reports menu that allows you to add multiple drawers using a date range.

Report Notes

Sales are not grouped by cash sales or card sales. A single sale can have multiple payment methods. In addition to this a customer can pay more with a card than the sale amount in order to get cash back (withdraw cash at the till).

The POS Drawer report can be formatted in the Print Design Tool.

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Alternative Payments (4th payment option) Report

Report Fields

  • Cashier that received the payment
  • Date and Time payment were received.
  • Amount

Report Filters

  • Date Range
  • Report can optionally be filtered by user (cashier)

Report Notes

The report description will change depending on your selection of the 4th payment option.

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Card Payments Report

Report Fields

  • Username (Cashier that received the payment).
  • Transaction Date
  • Amount Paid
  • Card Type (Visa, Master, etc).
  • Card Name (name on card - optional)
  • Card Number - Optional
  • Approval Number/Code - Optional

Report Filters

  • Date Range
  • Report can optionally be filtered by user (cashier)

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Sale Payment Report

Report Fields

  • Sale Date
  • Sale ID (Till Slip ID)
  • Description (Sale Total, Tip, Cash, Card, etc)
  • Amount

Report Filters

  • Date Range

Report Notes

The report will give you a break down of the sale total, payments received tips and change given for each sale.

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Where are the 'Cash Sales Report', 'Card Sales Report', etc?

In ROBOTILL there are no 'cash sales, 'card sales' (etc) reports. The reason for this is that a single sale can have multiple payments. A customer can pay part of the sale with a card and the rest with cash. As sales cannot be linked to payments on a one-to-one basis there are sales reports and payment reports.

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Tax Report

Report Fields

  • Tax Description
  • Amound Excluding Tax - Items sold linked to this tax item.
  • Amound Including Tax - Items sold linked to this tax item.
  • Tax Amount.

Report Filters

  • Date Range

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Refunds Report

Report Fields

  • Date of refund
  • Username (Cashier that did the refund)
  • Description - Sale ID (Slip ID) that was refunded or item description that was refuned.
  • Ammount Refunded
  • Customer Name
  • Reason for refund
  • Discarded - True if items have been discarded or false if items were returned to stock

Report Filters

  • Date Range

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Cash Drops and Withdrawals Report

Report Fields

  • Date
  • Username (user that did the cash drop / withdrawal)
  • Drawer ID
  • Amount
  • Reason (if not a cash drop)

Report Filters

  • Date Range
  • Cashier with show all option.
  • Show only Cash Drops filter
  • Show only Withdrawals filter

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Laybye / Sales Orders Report

Report Fields

  • Creation Date - Date laybye or sale order was created.
  • Customer Name
  • Customer Surname
  • Customer ID Number
  • Full Laybye Amount
  • Amount already paid by customer

Report Filters

  • Date Range
  • Show Current Laybye/Sale Orders
  • Show Completed Laybye/Sale Orders
  • Show Cancelled Laybye/Sale Orders

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Laybye (Sale Order) Payments Report

Report Fields

  • Payment Date
  • Company
  • Customer Name
  • Customer Surname
  • Amount

Report Filters

  • Date Range

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Sales by Salesperson Report

Report Fields

  • Username - Salesperson
  • Name
  • Surname
  • Number of Sales
  • Total Sales Amount

Report Filters

  • Date Range

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Waiter Report

Report Fields

  • Username - Waiter
  • Name
  • Surname
  • Total Sales Amount
  • Tip Amount

Report Filters

  • Date Range

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Table Report

Report Fields

  • Table Name
  • Number of Sales
  • Total Sales Amount

Report Filters

  • Date Range

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Branch Stock On Hand

Report Fields

  • Stock Code
  • Barcode
  • Description
  • Quantity

Report Filters

  • Branch
  • Date

Report Notes

At the head office level historic stock quantities are kept. You can select to view the stock quantities for a specific branch at a specific date.

Stock on hand history

Select a branch and a date range and then click on 'Load Available Reports'. A list of available dates will be loaded of data that were received for this specific branch in the selected date range. You can then select a date and load the report.

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Branch Sales Per Day

Report Fields

  • Date
  • Unit Cost
  • Price Excluding Tax
  • Price Including Tax
  • Profit - Calculated from price including or excluding tax depending on your setting in Tax Setup.
  • GP (Gross Profit) - Calculated from price including or excluding tax depending on your settings in Tax Setup.

Report Filters

  • Branch
  • Date Range

Report Notes

The report will include data received remotely up until the previous day. The current day will not be included as data is only received at the end of business day from each branch.

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Branch Stock Sales

Report Fields

  • Product Description
  • Stock Code
  • Quantity Sold
  • Cost for items sold
  • Total Amount Excluding Tax
  • Total Amount Including Tax
  • Profit - Calculated from price including or excluding tax depending on your settings in Tax Setup.

Report Filters

  • Branch
  • Date Range

Report Notes

The report will include data received remotely up until the previous day. The current day will not be included as data is only received at the end of business day from each branch.

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