ROBOTILL Reports
To view reports, go to ROBOTILL Back Office > Home > Reports. Reports can be viewed in ROBOTILL or
exported to CSV format.
To change your report settings, go to ROBOTILL Back Office > Home > Setup and Settings > Settings > Reports.
You can choose to hide reports that you will not be using.
Most date-filtered reports use the after-midnight cutoff in Restaurant Settings. This changes the start and end
times of the selected period; it does not make every report group by till session start date.
The notes below explain which transaction dates and calculations each report uses.
Common Report Questions and Problems
Sales Per Day Report
Totals for each day within the selected date range. Select a full month for month-end totals.
- Report Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Sale Total, Net Sales, Gross Profit, GP %
- Export Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Sale Total, Refund Loss, Net Sales, Profit, GP %, Refund Information
Report Notes
- Includes completed sales and completed lay-by contracts. Price totals include discounts but exclude sale rounding; Sale Total includes sale rounding.
- Refund Loss in the export is the full amount refunded. Net Sales = Sale Total minus Refund Loss. Returned stock cost does not reduce Refund Loss.
- With Include Tax in Profit enabled: Gross Profit = Net Sales minus Cost plus the cost of stock returned by refunds.
- With Include Tax in Profit disabled: Gross Profit = Price Excluding Tax minus Cost minus refunds excluding tax plus the cost of stock returned by refunds. This calculation excludes sale rounding.
- Returned stock cost is added back only when refunded items are returned to stock, not discarded. Cost and price columns still show the original sales amounts.
- GP % = Gross Profit divided by Sale Total (including tax) or Price Excluding Tax (excluding tax), multiplied by 100. The denominator is before refunds; a zero denominator displays as zero and exports as an empty value.
- Normally, sales are selected and grouped by completion date and refunds by refund date. With grouping by till session start date enabled in Restaurant Settings, both use the start date of their own till session. A session spanning several days can therefore move values between reporting periods.
- The after-midnight setting changes the date-range cutoff, but daily rows retain the calendar date of the completion, refund or session start time.
- A refund does not remove the original sale. See A refund does not cancel a sale.
- If historical refund details are missing, the report uses available information and may estimate tax or cost. A report note identifies estimated or incomplete figures; the export includes Refund Information (Recorded, Estimated or Incomplete history).
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Sales Per Month
Total sales for each month covered by the selected dates.
- Report Fields: Month (Month - Year), Sales
- Export Fields: Month (Month - Year), Sales
Report Notes
- The date range is expanded to whole months, using the configured after-midnight cutoff.
- Includes completed sales and completed lay-by contracts, selected by sale completion date.
- Sales includes tax and sale rounding, without deducting refunds. It is not the Net Sales value from Sales Per Day. The till session start-date grouping setting is not used.
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Product Sales Report
Totals for each product sold within the selected date range.
- Report Fields: Product Description, Stock Code, Quantity, Cost, Total Excluding Tax, Total Including Tax, Profit
- Export Fields: Product Description, Stock Code, Barcode, Supplier, Category, Department, Quantity, Cost, Total Excluding Tax, Total Including Tax, Profit
Report Notes
- Includes completed sales and completed lay-by contracts, selected by sale completion date.
- Amounts are sale-line totals before sale rounding. Refunds are not deducted.
- Cost is recorded unit cost multiplied by quantity. Profit is Total Including Tax or Total Excluding Tax minus Cost, according to the Include Tax in Profit setting. Neither calculation includes sale rounding or refund deductions. See Sales Per Day for refund-adjusted profit.
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Sales By Cashier Report
Sales and sale payments grouped by the cashier assigned to the till session.
- Report Fields: Username, Name, Surname, Cash, Card, Account, Additional Payment A, Additional Payment B, Sale Total
- Export Fields: Username, Name, Surname, Cash, Card, Account, Additional Payment A, Additional Payment B, Sale Total
Report Notes
- Cash is cash tendered for sales minus change given. The additional payment columns use your configured names.
- Sale Total includes tax and rounding for completed sales, excluding completed lay-by contracts. Payment columns show payments linked directly to sales, excluding payments towards accounts and lay-by instalments. Tips and change can cause payment totals to differ from Sale Total.
- Uses sale completion dates, not till session start dates. Refunds are not deducted.
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Sales Detail By Date Report
Lists the items sold for each sale within the selected date range.
- Report Fields: Sale Date and Time, Sale ID, Stock Code, Description, Quantity, Price Including Tax
- Export Fields: Sale Date and Time, Sale ID, Stock Code, Barcode, Description, Quantity, Price Including Tax
Report Notes
- Includes completed sales and completed lay-by contracts, selected by sale completion date.
- Price Including Tax is the total for the line, not the unit price. Amounts are sale-line totals before sale rounding. Refunds are not deducted.
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Discounts Report
Lists recorded discount lines within the selected sale completion date range.
- Report Fields: Date and Time, Cashier, Sale Total, Description (Discount Name), Discount Percentage, Discount Given
- Export Fields: Date and Time, Cashier, Sale Total, Description (Discount Name), Discount Percentage, Discount Given
Report Notes
- Discount Given is the sum of the recorded discount-line amounts including tax, normally shown as a negative amount. It does not list every reduction from a product's usual price. Refunds are not deducted.
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Items Sold With Sub Items Report
Quantities sold, including sub-items used in compound products.
- Report Fields: Product Description, Stock Code, Barcode, Current Price, Product Type, Quantity Sold, Current Value
- Export Fields: Product Description, Stock Code, Barcode, Current Price, Product Type, Quantity Sold, Current Value
Report Notes
- Current Price excludes tax. Current Value = Current Price multiplied by Quantity Sold; it is not the amount received from sales.
- Sub-item quantities use the current compound-product recipe. A product can appear separately as a directly sold item and as a sub-item.
- Uses sale completion dates. Standard and compound rows exclude completed lay-by contracts; sub-item rows include them. Refunds are not deducted.
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Departments Report
Sale-line totals grouped by the product's current department.
- Report Fields: Department, Cost, Sales Excluding Tax, Sales Including Tax
- Export Fields: Department, Cost, Sales Excluding Tax, Sales Including Tax
Report Notes
- Includes completed sales selected by sale completion date; completed lay-by contracts are excluded.
- Amounts are sale-line totals before sale rounding. Refunds are not deducted.
- Cost is recorded unit cost multiplied by quantity. This report does not calculate profit.
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Stock On Hand Report
Current stock quantities and values for the selected location or all locations.
- Report Fields: Stock Code, Description, Stock On Hand, Total Cost, Total Sell Value Excluding Tax, Total Sell Value Including Tax
- Export Fields: Stock ID, Compound Item Indicator, Stock Code, Barcode, Description, Unit Cost, Unit Price Excluding Tax, Tax Percentage, Stock On Hand, Total Cost, Total Sell Value Excluding Tax, Total Sell Value Including Tax, Category, Supplier
Report Notes
- Actual Stock On Hand includes base items only and displays totals. Stock On Hand also includes calculated compound-product quantities and does not display totals, to avoid counting both compound products and their components.
- Values use current quantities, unit costs, prices and tax rates. They are not historical stock valuations.
- Export the report at the intervals you need to retain historical quantities and values. The Head Office Module also keeps received branch stock snapshots.
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Moved Stock Report
Lists stock moved between locations within the selected movement date range.
- Report Fields: Date Moved, Stock Code, Product Description, From Location, To Location, Quantity Moved, User
- Export Fields: Date Moved, Stock Code, Product Description, From Location, To Location, Quantity Moved, User
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Profit and Tax Per Item
Sale-line cost, profit and tax totals for each product within the selected date range.
- Report Fields: Description, Stock Code, Cost, Amount Sold Excluding Tax, Amount Sold Including Tax, Profit, Tax
- Export Fields: Description, Stock Code, Barcode, Cost, Amount Sold Excluding Tax, Amount Sold Including Tax, Profit, Tax
Report Notes
- Includes completed sales and completed lay-by contracts, selected by sale completion date.
- Profit always equals Amount Sold Excluding Tax minus recorded unit cost multiplied by quantity, regardless of the Include Tax in Profit setting. Tax is Amount Sold Including Tax minus Amount Sold Excluding Tax.
- Amounts are sale-line totals before sale rounding. Refunds are not deducted. See Sales Per Day for refund-adjusted profit and Sales Tax for refund-adjusted tax.
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Stock Receiving Report
Lists stock receipts finalized within the selected date range.
- Report Fields: GRV Number, Date Received, Stock Code, Barcode, Description, Quantity Received
- Export Fields: GRV Number, Date Received, Stock Code, Barcode, Description, Quantity Received, Cost, Total Value Excluding Tax, Invoice Number, Order Number, Received By, Supplier
Report Notes
- The date filter uses the finalization date, which can differ from the Date Received shown.
- Exported Cost and Total Value use the product's current unit cost and selling price multiplied by quantity, not the historical supplier invoice amounts. The supplier filter uses the product's supplier.
- A Goods Received Voucher (GRV) is available from stock receiving.
- Received Stock (Legacy), hidden by default, covers old stock-receiving records and filters by Date Received. Its report fields are Date Received, Stock Code, Barcode, Description and Quantity.
- Legacy export fields: Date Received, Stock Code, Barcode, Description, Cost, Total Value, Supplier, Price Changed, Username, Quantity, New Cost, New Price, Price Change Scheduled, Order Number, Invoice Number.
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Discarded Stock Report
Lists stock discarded within the selected discard date range.
- Report Fields: Date and Time, Username, Description, Quantity, Price Excluding Tax, Reason
- Export Fields: Date and Time, Username, Stock Code, Barcode, Description, Quantity, Cost, Price Excluding Tax, Price Including Tax, Reason
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Stock Take Adjustments Report
Lists quantity adjustments recorded during stock takes within the selected date range.
- Report Fields: Date and Time, Username, Description, Original Quantity, New Quantity, Variance
- Export Fields: Date and Time, Username, Stock Code, Barcode, Description, Original Quantity, New Quantity, Variance, Loss, Income Loss
Report Notes
- Only recorded adjustments are listed; a partial stock take does not list uncounted products.
- Variance = New Quantity minus Original Quantity. Loss = Variance multiplied by current unit cost. Income Loss = Variance multiplied by current unit price excluding tax. Shortages are negative and increases are positive.
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Price List
Lists current product costs and selling prices.
- Report Fields: Description, Stock Code, Barcode, Cost, Price Including Tax
- Export Fields: Description, Stock Code, Barcode, Cost, Price Excluding Tax, Price Including Tax, Tier 2 Price Excluding Tax, Tier 2 Price Including Tax, Tier 3 Price Excluding Tax, Tier 3 Price Including Tax
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Account Payments Report
Lists payments made towards customer accounts within the payment date range. For purchases charged to an account, use Payments From Accounts.
- Report Fields: Payment Date, Account Number, Company Name, Name, Surname, Amount Paid
- Export Fields: Payment Date, Account Number, Alternative Account Number, Company Name, Name, Surname, Amount Paid, Payment Type, Cashier, Tendered, Change
Report Notes
- Amount Paid is the account credit, while Tendered is the amount received for each payment method. A split payment produces multiple rows and repeats Amount Paid and Change; do not add these repeated values as separate account credits.
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Customers Report
Lists customer account balances at the selected balance date, with an option to show only debit balances.
- Report Fields: Account Number, Alternative Account Number, Company Name, Name, Surname, Balance
- Export Fields: Account Number, Alternative Account Number, Company Name, Name, Surname, Balance
Report Notes
- Balances are calculated through the selected date using the configured after-midnight cutoff. A negative balance means the customer owes money.
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Customer Statement (Report)
A statement of transactions and the running balance for a selected customer and date range.
- Report Fields: Transaction Date and Time, Description, Debit, Credit, Balance
- Export Fields: Transaction Date and Time, Description, Debit, Credit, Balance
Report Notes
- Credits increase the balance and debits reduce it. A negative balance means the customer owes money.
- Customer statements are also available as POS documents that can be customized in Print Layout and printed from the POS applications.
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Customer Loyalty Points Used
Lists loyalty points used by customers within the selected points transaction date range.
- Report Fields: Date Used, Company, Name, Surname, Points Used, Description
- Export Fields: Date Used, Company, Name, Surname, Customer Account, Alternative Account Number, Points Used, Description
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Customer Purchase History
Lists items purchased by a selected customer within the sale completion date range.
- Report Fields: Sale Date and Time, Transaction ID, Description, Quantity, Price Excluding Tax, Price Including Tax
- Export Fields: Sale Date and Time, Transaction ID, Description, Stock Code, Barcode, Quantity, Price Excluding Tax, Price Including Tax
Report Notes
- Includes completed sales selected by sale completion date; completed lay-by contracts are excluded.
- Prices are line totals, not unit prices. Amounts are sale-line totals before sale rounding. Refunds are not deducted.
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Till Sessions
Lists till sessions that were open at any time within the selected date range, including sessions that have since closed.
- Report Fields: Till Session ID, Cashier, Opened, Cash Up, Finalized, Cash, Variance
- Export Fields: Till Session ID, Cashier, Opened, Cash Up, Finalized, Cash, Cash Returned, Variance, Comment
Report Notes
- Sessions are selected when they opened by the end of the range and closed on or after its start, or are still open.
- Cash is the stored drawer balance. Variance = Cash minus Cash Returned; a positive value indicates a shortage. The detailed till-session reports use the opposite variance sign.
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Till Session Report
Totals and reconciliation information for one selected till session.
- Report Fields: Totals: Description, Value. Reconciliation: Description, Declared, Returned, Variance
- Export Fields: Totals: Description, Value. Reconciliation: Description, Declared, Returned, Variance
Report Notes
- Includes sales, payments, change, tax, refunds, float, cash drops, withdrawals and cash-up figures for the whole session. The date filter helps select a session; it does not limit its transactions to those dates.
- Payment receipts include sale, account and lay-by payments. Sales totals and refunds are shown separately. Variance is Returned minus the expected amount, so a shortage is negative.
- Total Sales includes completed lay-by contracts, but Number of Sales and Total Tax exclude them. Total Tax uses sale-line tax before sale rounding and does not deduct refund tax; use Sales Tax for refund-adjusted tax.
- The export creates a separate CSV file for each section. The report is also available as a customizable POS document.
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Till Session Summary Report
Summarizes all till sessions that were open at any time within the selected date range, including sessions that have since closed.
- Report Fields: Sessions: Till Session ID, Cashier, Opened, Cash Up. Totals: Description, Value. Reconciliation: Description, Declared, Returned, Variance
- Export Fields: Sessions: Till Session ID, Cashier, Opened, Cash Up. Totals: Description, Value. Reconciliation: Description, Declared, Returned, Variance
Report Notes
- Includes the whole of each selected session, even when some transactions fall outside the date range. It does not use the Sales Per Day grouping setting.
- Totals and variance calculations follow the Till Session Report. Each section is exported to a separate CSV file.
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Additional Payments - Option A and B
Lists payments received using additional payment option A or B.
- Report Fields: Cashier, Transaction Date and Time, Amount
- Export Fields: Cashier, Transaction Date and Time, Amount, Payment Field 1 (CardName), Payment Field 2 (CardNumber), Payment Field 3 (ApprovedNumber)
Report Notes
- The report uses the configured option name and is hidden when that option is disabled.
- Includes payments for sales, customer accounts and lay-by contracts. Sale payments use the sale completion date; account and lay-by payments use their payment dates. Refunds are not deducted.
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Card Payments Report
Lists card payments received within the selected date range.
- Report Fields: Cashier, Transaction Date and Time, Amount
- Export Fields: Cashier, Transaction Date and Time, Amount, Card Type, Card Name, Card Number, Approval Number
Report Notes
- Includes payments for sales, customer accounts and lay-by contracts. Sale payments use the sale completion date; account and lay-by payments use their payment dates. Refunds are not deducted.
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Payments from accounts
Lists payments for sales charged to customer accounts, selected by sale completion date.
- Report Fields: Cashier, Transaction Date and Time, Amount, Account Number, Alternative Account Number, Name, Surname, Company Name
- Export Fields: Cashier, Transaction Date and Time, Amount, Account Number, Alternative Account Number, Name, Surname, Company Name, Email, Telephone
Report Notes
- These are purchases paid from accounts, not payments towards account balances. Refunds are not deducted.
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Sale Payments Summary
Summarizes payments linked directly to sales within the sale completion date range. Payments towards customer accounts and lay-by instalments are excluded.
- Report Fields: Description, Amount
- Export Fields: Description, Amount
Report Notes
- Cash Sales Estimate is cash tendered for sales minus change given for completed sales. Card, account and enabled additional payment options show their payment totals. Refunds are not deducted and tips are not removed.
- A sale can use several payment methods. These are payment totals, not separate cash or card sale totals. See Cash and Card Sales.
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Sale Payment Report
Lists sale totals, payment methods, tips and change for sales with directly linked payments, selected by sale completion date.
- Report Fields: Sale Date and Time, Sale ID, Description, Amount
- Export Fields: Sale Date and Time, Sale ID, Description, Amount, Order Number (Row Sort Order)
Report Notes
- Refunds, payments towards accounts and lay-by instalments are excluded.
- Sale Total, Tip and Change rows repeat when a sale has multiple payment records. The report also mixes sale totals with payments, so its Amount total is not a sales or net-payment total.
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Sales Tax Report
Sales tax totals by tax category, after refund deductions, for the selected date range.
- Report Fields: Tax Description, Amount Excluding Tax, Amount Including Tax, Tax Amount
- Export Fields: Tax Percentage, Tax Description, Amount Excluding Tax Before Refunds, Amount Including Tax Before Refunds, Tax Amount Before Refunds, Amount Excluding Tax, Amount Including Tax, Tax Amount, Refund Information
Report Notes
- Includes completed sales and completed lay-by contracts by completion date, and refunds by refund date. Till session start-date grouping is not used.
- Sales amounts use recorded line totals, including discounts but excluding sale rounding. Refund deductions use the amount actually refunded and its tax allocation, whether stock was returned or discarded.
- The export also shows sales before refunds. Tax Amount is Amount Including Tax minus Amount Excluding Tax.
- If historical refund details are missing, the report uses available information and may estimate tax or cost. A report note identifies estimated or incomplete figures; the export includes Refund Information (Recorded, Estimated or Incomplete history).
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Tax Invoices
Lists completed sales and completed lay-by contracts with their invoice numbers, sale totals and calculated tax, selected by completion date.
- Report Fields: Date and Time, Transaction ID, Invoice Number, Sale Total, Sales Tax
- Export Fields: Date and Time, Transaction ID, Invoice Number, Sale Total, Sales Tax
Report Notes
- Sales Tax = Sale Total minus the sum of sale-line amounts excluding tax, rounded to two decimals. Because Sale Total includes sale rounding, this tax figure can differ from the Sales Tax report. Refunds are not deducted.
- Filters show all invoices, invoices with a positive calculated tax amount, or invoices whose Sale Total equals the total excluding tax.
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Sales Tax Detail
Lists sales tax from sale lines and refund deductions for one selected tax category.
- Report Fields: Date, Transaction ID, Description, Sales Tax
- Export Fields: Date, Transaction ID, Description, Sales Tax, Refund Information
Report Notes
- Includes completed sales and completed lay-by contracts by completion date, and refunds by refund date. Till session start-date grouping is not used.
- A sale can have several rows for the selected tax category. Transaction ID is the Sale ID for sales and Refund ID for refunds. Sale descriptions include the invoice number; refund descriptions identify the product or original Sale ID.
- Sales tax uses recorded line tax before sale rounding. Refund tax is deducted based on the actual refund payout and its tax allocation, whether stock was returned or discarded.
- If historical refund details are missing, the report uses available information and may estimate tax or cost. A report note identifies estimated or incomplete figures; the export includes Refund Information (Recorded, Estimated or Incomplete history).
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Refunds Report
Lists refunds within a refund date range or for one selected till session, optionally filtered by refund payment type.
- Report Fields: Refund Date and Time, Description, Amount Refunded, Discarded, Refund Payment Type
- Export Fields: Refund Date and Time, Username, Till Session ID, Description, Amount Refunded, Customer Name, Customer Telephone, Reason, Discarded, Refund Payment Type, Payment Information
Report Notes
- Selecting a till session includes all its refunds, regardless of the date range. Amount Refunded is the payout; returned stock value is not deducted.
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Refunded Items
Lists products from whole-sale and individual-item refunds within the refund date range.
- Report Fields: Refund Date and Time, Description, Quantity, Sale ID, Discarded, Return Value
- Export Fields: Refund Date and Time, Description, Barcode, Stock Code, Quantity, Sale ID, Discarded, Till Session ID, Return Value, Refund Information
Report Notes
- Return Value is the cost of stock returned, not the customer's refund amount. It is zero for discarded items. Individual-item refunds show Sale ID 0; whole-sale refunds show the original Sale ID.
- Whole-sale refunds exclude discount and zero-quantity lines. Missing historical costs may use current product costs; the report and export identify estimated or incomplete information.
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Cash Drops and Withdrawals Report
Lists cash drops and/or withdrawals for the selected transaction date range and cashier.
- Report Fields: Date and Time, Cashier, Till Session ID, Amount, Reason
- Export Fields: Date and Time, Cashier, Till Session ID, Amount, Reason
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Lay-by
Lists lay-by contracts created within the selected date range, for the selected current, completed or cancelled status.
- Report Fields: Lay-by ID, Created, Name, Surname, Lay-by Total, Total Paid, Completed
- Export Fields: Created, Lay-by ID, Name, Surname, ID Number, Email, Telephone, Lay-by Total, Completed, Total Paid
Report Notes
- Total Paid includes all recorded payments for each listed contract, not only payments in the selected period. Contracts without a payment record are not listed.
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Stock On Hold for Lay-by
Lists stock currently held for open lay-by contracts, regardless of contract date.
- Report Fields: Lay-by ID, Created, Stock Code, Barcode, Description, Quantity
- Export Fields: Created, Lay-by ID, Contract Date, Stock Code, Barcode, Description, Quantity, Name, Surname, Alternative Account Number, Telephone, Email
Report Notes
- Created and Contract Date in the export contain the same contract creation date.
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Lay-by Payments Report
Lists lay-by payments within the selected payment date range.
- Report Fields: Payment Date, Lay-by ID, Contract Date, Name, Surname, Amount Paid
- Export Fields: Payment Date, Contract Date, Lay-by ID, Name, Surname, ID Number, Email, Telephone, Amount Paid, Change
Report Notes
- Amount Paid is credited to the contract; Change is exported separately. Payments remain listed when a contract is completed or cancelled.
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Sales by Salesperson Report
Sales counts and totals grouped by the assigned salesperson.
- Report Fields: Username, Name, Surname, Number of Sales, Total Sales
- Export Fields: Username, Name, Surname, Number of Sales, Total Sales
Report Notes
- Includes completed sales and completed lay-by contracts, selected by sale completion date.
- Sale totals include tax and sale rounding. Refunds are not deducted.
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Waiters and Tips
Sales and tips grouped by waiter.
- Report Fields: Username, Name, Surname, Total Sales, Tips
- Export Fields: Username, Name, Surname, Total Sales, Tips
Report Notes
- Includes completed sales selected by sale completion date; completed lay-by contracts are excluded.
- Sale totals include tax and sale rounding. Refunds are not deducted. Tips are shown separately.
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Sale Durations and Tips
Lists completed sales with start and completion times, duration, table or tab, waiter and tip.
- Report Fields: Sale ID, Started, Completed, Duration, Table-Tab, Waiter, Sale Total, Tip
- Export Fields: Sale ID, Started, Completed, Duration, Table-Tab, Waiter, Sale Total, Tip
Report Notes
- Includes completed sales and completed lay-by contracts, selected by sale completion date.
- Sale totals include tax and sale rounding. Refunds are not deducted. Tips are shown separately.
- Duration is displayed as hours and minutes (HH:mm) and wraps after 24 hours; it does not display elapsed days.
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Table Report
Sales counts and totals grouped by restaurant table. Tabs are excluded.
- Report Fields: Table Name, Number of Sales, Total Sales
- Export Fields: Table Name, Number of Sales, Total Sales
Report Notes
- Includes completed sales selected by sale completion date; completed lay-by contracts are excluded.
- Sale totals include tax and sale rounding. Refunds are not deducted.
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Driver / Courier Report
Sales counts and totals grouped by the assigned driver or courier.
- Report Fields: Driver / Courier, Number of Sales, Total Sales
- Export Fields: Driver / Courier, Number of Sales, Total Sales
Report Notes
- Includes completed sales selected by sale completion date; completed lay-by contracts are excluded.
- The filter uses sale completion date, not dispatch or delivery date. The report does not require a recorded completed delivery.
- Sale totals include tax and sale rounding. Refunds are not deducted.
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Deliveries Report
Lists paid and delivered orders created within the selected date range.
- Report Fields: Sale ID, Sale Total, Company, Name, Surname, Driver, Ordered, Delivered
- Export Fields: Sale ID, Till Session ID, Sale Total, Company, Name, Surname, Driver, Ordered, Paid, Dispatched, Delivered, Notes, Customer Account Number, Alternative Account Number, Address, Telephone
Report Notes
- The date filter uses Ordered (creation date), not Paid or Delivered. Sale totals include tax and sale rounding. Refunds are not deducted.
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Order History
Shows when items were ordered for one selected sale. For an open restaurant sale, select the sale, then choose Menu > Order History.
- Report Fields: Date and Time, Submission Type, Description, Quantity Ordered, Sale Quantity, Final Quantity
- Export Fields: Date and Time, Submission Type, Description, Quantity Ordered, Sale Quantity, Final Quantity
Report Notes
- Submission Type identifies the Order button, automatic submission, resubmission, sale-end submission or manager reprint.
- Quantity Ordered is the quantity submitted at that time. Sale Quantity is the total quantity on the sale at that time and can include previously ordered items.
- Final Quantity is the quantity currently stored on the sale line; for a completed sale, it is the final quantity.
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Sales Per Resource
Booking counts, sale counts and sale totals grouped by booking resource.
- Report Fields: Resource, Number of Bookings, Number of Sales, Total Sales
- Export Fields: Resource ID, Resource, Number of Bookings, Number of Sales, Total Sales
Report Notes
- The date filter uses the booking start date, not the sale completion date. Only bookings linked to completed sales are counted; completed lay-by contracts are excluded.
- Sale totals include tax and sale rounding. Refunds are not deducted.
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Bookings Report
Lists customer bookings whose start date and time fall within the selected date range.
- Report Fields: Resource, Start Date and Time, End Date and Time, Customer Name, Customer Surname
- Export Fields: Resource, Start Date and Time, End Date and Time, Customer Name, Customer Surname, Company Name, Email, Telephone
Report Notes
- Bookings starting before the range are excluded, even if they continue into it.
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Stock Transfers
Lists stock dispatched to or received from other branches within the transfer completion date range.
- Report Fields: Transfer ID, Completed, Other Branch, Transfer Type, Product Description, Stock Code, Barcode, Quantity
- Export Fields: Transfer ID, Completed, Other Branch, Transfer Type, Product Description, Stock Code, Barcode, Quantity
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Branch Stock On Hand
Stock quantities from an available dated snapshot for the selected branch.
- Report Fields: Stock Code, Barcode, Description, Quantity
- Export Fields: Stock Code, Barcode, Description, Quantity
Report Notes
- Available only with the Head Office Module. Select one of the received snapshot dates within the date range; quantities are not live stock levels.
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Branch Sales Per Day
Daily sales figures received from the selected branch for the selected date range.
- Report Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Refunds, Profit
- Export Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Refunds, Profit
Report Notes
- Available only with the Head Office Module and limited to data received from the branch.
- Values are calculated at the branch using its Sales Per Day logic, tax-in-profit setting and date grouping. They are not recalculated using the head office settings. Refunds is the branch's exported Refund Loss value.
- Sale Total, Net Sales and GP % are not included in this report.
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Branch Stock Sales
Product totals received from the selected branch for the selected date range.
- Report Fields: Product Description, Stock Code, Quantity, Cost, Total Excluding Tax, Total Including Tax
- Export Fields: Product Description, Stock Code, Barcode, Quantity, Cost, Total Excluding Tax, Total Including Tax, Profit
Report Notes
- Available only with the Head Office Module. Includes received data through the previous day; uploads and downloads must complete before figures are available.
- Branch product data uses calendar completion dates and excludes completed lay-by contracts, refunds and sale rounding. Profit is calculated at the branch using its Include Tax in Profit setting.
- Cost sums the uploaded unit-cost values for each product/date/cost group, without multiplying by quantity. Exported Profit is calculated separately using quantity, so subtracting this Cost column from sales may not reproduce Profit.
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Common Report Questions and Problems
Where are the 'Cash Sales' and 'Card Sales' Reports?
A single sale can use several payment methods, such as part cash and part card. ROBOTILL therefore reports
payments by method rather than classifying each sale as a cash or card sale.
Use Sale Payments Summary for payments linked to sales,
or Card Payments for card receipts including account and lay-by payments.
Exporting Reports
ROBOTILL allows you to export reports into CSV format. CSV files contain comma-separated values and can be opened in spreadsheet programs
such as Excel, OpenOffice Calc and Google Sheets.
For many reports, the export version contains more detail than the report that can be viewed within ROBOTILL.
To export a report, select a report, apply the filters you want and click on the Export button.
You can apply any required formatting to the exported file in your spreadsheet.
If values appear in the wrong columns, check that your spreadsheet is using a comma as the field delimiter.
The delimiter should be a comma. Some spreadsheet programs like OpenOffice and some versions of Excel allow you to select the delimiter.
If your program does not allow you to change the delimiter, then you need to change your list separator in
your regional settings. Go to your Windows Control Panel > Region and click on 'Additional Settings'.
After changing the setting, close and reopen your spreadsheet program to load the new settings.
You can also check your spreadsheet program's help for instructions on importing comma-separated CSV files.
Sales Per Day values are different from other reports
If the totals in the Sales Per Day report are different from the dashboard or other reports, such as the Product Sales report,
it does not necessarily mean that one of the reports is incorrect. Different reports are designed for different purposes and
may calculate their totals differently.
The Sales Per Day report includes sale rounding and refunds. The sales chart on the dashboard includes sale rounding
but does not deduct refunds. The Product Sales report includes neither sale rounding nor refund deductions.
Differences between these reports can therefore be expected.
If there is a large difference, check whether you have enabled the option to group sales by the till session start date in
Restaurant Settings. This setting can cause sales to be grouped under a different
date than expected, particularly when till sessions remain open across multiple days.