ROBOTILL HELP

ROBOTILL Reports

Point of Sale Reports

Reporting Module

ROBOTILL has a separate reporting module to run all reports. The ROBOTILL Reporting Module is installed with the main ROBOTILL modules (from the main install file). The licence of the reporting module is linked to ROBOTILL Manager - if you have a licence for ROBOTILL Manager your reporting module will be in the full edition, otherwise it will run in free edition mode.

To start the ROBOTILL Reporting module you can use the icon on your desktop or go to All Apps > ROBOTILL > ROBOTILL Reports.

You use your PIN to log into the reporting module. Only Managers and Supervisors (if selected in the security setup ) can view reports.  

ROBOTILL Reporting Module
  1. Select a report from the list of reports in the left pane.
  2. A list of filters for the selected report will become available.
  3. 'Report Fields' will be the fields (columns) that will be available when the reports is viewed or printed. The  'Export Fields' will be the fields (columns) that will be available if the reports is exported to CSV format (see below). There are typically more export fields available as the export format is not restricted to a page size.
  4. Click on the 'Run Report' button to view or print the report. 
  5. The Export button will export the report in CSV format. Spreadsheets like Excel and OpenOffice will be able to open this format. Any required additional formatting can then be done before the report is then saved or printed in another format. As mentioned above, there are usually more data available in the export format.

Top Performers

Top 5 products by sales and profit.

Report Data (Fields/Columns)

  • Report Fields: Chart 1: Product, Profit, Chart 2: Product, Sales
  • Export Fields: Product Description, Profit

Report Notes

  • There are not special notes for this report.

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Sales Per Day Report

Total sales for each day within date range. This report can also be used as a month end report to get total sales for the month. 

Report Data (Fields/Columns)

  • Report Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Sale Total, Refund Loss, Profit, GP
  • Export Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Sale Total, Refund Loss, Profit, GP

Report Notes

  • Total Sales might differ from total price including tax as total sales includes amount loss due to sale rounding (if rounding is enabled).
  • Refund Loss = Total amount refunded minus cost of stock returned but not discarded.
  • Profit is calculated from total sale amount (includes tax and rounding) or price excluding tax depending on your settings in tax setup. Refund loss is deducted from profit.
  • Report will include discounts and refunds.

See notes on refunds and number of sales.

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Product Sales Report

Totals for each product sold within date range.

Report Data (Fields/Columns)

  • Report Fields: Product Description, Stock Code, Cost, Total Excluding Tax, Total, Profit
  • Export Fields: Product Description, Stock Code, Barcode, Supplier, Category, Department, Cost, Total Excluding Tax, Total, Profit

Report Notes

  • Amount will not include sale rounding if enabled. See Sales Per Day report for totals that include rounding.
  • Profit is calculated from total sale amount (includes tax and rounding) or price excluding tax depending on your settings in tax setup. Refunds are deducted from profit.
  • Refunds are not deducted in this report. See the 'Sales Per Day' report for refunds.

See notes on refunds and number of sales.

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Sales By Cashier Report

Sales by cashier (chart and report).

Report Data (Fields/Columns)

  • Report Fields: Username, Name, Surname, Cash, Card, Account, Payment 4, SaleTotal (Chart: Username, SaleTotal)
  • Export Fields: Username, Name, Surname, Cash, Card, Account, Payment 4, SaleTotal

Report Notes

  • There are not special notes for this report.

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Sales Detail By Date Report

Lists the items sold for each sale in the date range.

Report Data (Fields/Columns)

  • Report Fields: Sale Date and Time, Receipt ID, Stock Code, Product, Description, Quantity, Price Including Tax
  • Export Fields: Sale Date and Time, Receipt ID, Stock Code, Barcode, Product, Description, Quantity, Price Including Tax

Report Notes

  • There are not special notes for this report.

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Discounts Report

Lists all the discounts used within the given date range.

Report Data (Fields/Columns)

  • Report Fields: Date and Time, Cashier Total of sale, Description(Discount name), Discount Percent, Discount Amount
  • Export Fields: Date and Time, Cashier, Total of sale, Description(Discount name), Discount Percent, Discount Amount

Report Notes

  • There are not special notes for this report.

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Items Sold With Sub Items Report

Products sold including sub items of compound items.

Report Data (Fields/Columns)

  • Report Fields: Product Description, Stock Code, Current Price, Product Type, Quantity sold, Current value
  • Export Fields: Product Description, Stock Code, Current Price, Product Type, Quantity sold, Current value

Report Notes

  • The report cannot give the values items were sold for as some items were not sold directly but was sold as part of a compound item. For that reason the current value of items sold are given.

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Departments Report

Sales per department in date range with pie chart.

Report Data (Fields/Columns)

  • Report Fields: Department, Cost, Amount Excluding Tax, Amount Including Tax, Profit (Chart: Department, Amount Including Tax)
  • Export Fields: Department, Cost, Amount Excluding Tax, Amount Including Tax, Profit

Report Notes

  • Refunds are not taken into account for this report. See the 'Sales Per Day' and refunds reports to include refunds.

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Stock On Hand Report

Lists products with current stock levels.

Report Data (Fields/Columns)

  • Report Fields: StockCode, Description, StockOnHand, TotalCost, Sell Value Excluding Tax, Sell Value Including Tax
  • Export Fields: StockCode, Barcode, Description, StockOnHand, TotalCost, Total Sell Value Excluding Tax, Total Sell Value Including Tax

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 with the Head Office Module.

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Stock Profit and Tax Report

Lists products with tax and profit for each item in date range.

Report Data (Fields/Columns)

  • Report Fields: Description, Stock Code, Cost, Amount Sold Excluding Tax, Amount Sold Including Tax, Profit, Total Tax
  • Export Fields: Description, Stock Code, Barcode, Cost, Amount Sold Excluding Tax, Amount Sold Including Tax, Profit, Total Tax

Report Notes

  • Note that refunded items are not included in this report. See the Sales Tax Report that deducts refunded items from sales tax.

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Stock Receiving Report

List stock received within the date range.

Report Data (Fields/Columns)

  • Report Fields: Date Received, StockCode, Barcode, Description, PriceChanged, Quantity Received
  • Export Fields: Date Received, StockCode, Barcode, Description, Cost, Value (Excluding Tax), Supplier, PriceChanged, Username, Quantity Received, New Cost, New Price, Price Change Scheduled, Order Number, Invoice Number

Report Notes

  • The report does not have any special notes.

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Discarded Stock Report

Lists all the stock discarded within the given date range.

Report Data (Fields/Columns)

  • Report Fields: Date and Time, UserName, Description, Quantity, Price, Reason
  • Export Fields: Date and Time, UserName, Stock Code, Barcode, Description, Quantity, Cost, Price, PriceInc, Reason

Report Notes

  • The report does not have any special notes.

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Stock Take Adjustments Report

Lists changes done by stock takes within given date range.

Report Data (Fields/Columns)

  • Report Fields: Date and Time, UserName, Description, Original Qty, New Qty, Variance
  • Export Fields: Date and Time, UserName, StockCode, Barcode, Description, Original Qty, New Qty, Variance, Loss, Income Loss

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.
  • Loss - Loss is calculated by the variance times the unit cost. 
  • Income Loss - Income Loss is calculated by the variance times the unit price.

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Price List

List of products with prices.

Report Data (Fields/Columns)

  • Report Fields: Description, StockCode, Barcode, Price, Price Including Tax
  • Export Fields: Description, StockCode, Barcode, Price, Price Including Tax, Tier 2 Price, Tier 2 Price With Tax, Tier 3 Price, Tier 3 Price With Tax

Report Notes

  • The report does not have any special notes.

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Account Payments Report

Lists all the payments customers made towards their accounts.

Report Data (Fields/Columns)

  • Report Fields: Payment Date, Customer Account Number, Customer Company Name, Customer Name, Customer Surname, Amount Paid
  • Export Fields: Payment Date, Customer Account Number, Alternative Account Number, Customer Company Name, Customer Name, Customer Surname, Amount Paid, Payment Type, Cashier that received the payment

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

Lists customer accounts with balances.

Report Data (Fields/Columns)

  • 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

  • The report does not have any special notes.

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Customer Statement (Report)

Customer statement for a specific customer in report format.

Report Data (Fields/Columns)

  • Report Fields: Transaction Date, Description, Debit, Credit, Balance
  • Export Fields: Transaction Date, Description, Debit, Credit, Balance

Report Notes

  • Customer statements is also a document 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 date range.

Report Data (Fields/Columns)

  • Report Fields: Date Used, Company, Name, Surname, Points Used, Description
  • Export Fields: Date Used, Company, Name, Surname, CusomterAccount, Alternative Account Number, Points Used, Description

Report Notes

  • The report does not have any special notes.

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Customer Purchase History

Lists of purchases a specific customer made.

Report Data (Fields/Columns)

  • Report Fields: Date and Time of Sale, Transaction ID, Description of item purchased, Quantity purchased, Price exlcuding tax, Price including tax
  • Export Fields: Date and Time of Sale, Transaction ID, Description of item purchased, Quantity purchased, Stock Code, Barcode, Price exlcuding tax, Price including tax

Report Notes

  • The report does not have any special notes.

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Cash Drawers (Till Sessions)

List of drawers (till sessions) opened within date range.

Report Data (Fields/Columns)

  • Report Fields: Drawer ID, Cashier, Drawer Opened, CashUp, Cash, Cash Returned, Variance
  • Export Fields: Drawer ID, Cashier, Drawer Opened, Cashup Done, Finalized, Balance of cash in the drawer, cash returned, variance, comment

Report Notes

  • The report does not have any special notes.

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Cash Drawer Report

Drawer summary of cash in drawer, payments received and more.

Report Data (Fields/Columns)

  • Report Fields: Description, Value (Drawer totals and details). Description, Declared, Returned, Variance
  • Export Fields: Description, Value (Drawer totals and details).

Report Notes

See notes on refunds and number of sales.

The cash drawer report is also available as a POS document that can be customized and printed from the POS applications.

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Cash Drawer Summary

Summary of cash drawer information of all drawers within date range.

Report Data (Fields/Columns)

  • Report Fields: List of drawers included, Description, Value (Drawer totals and details). Description, Declared, Returned, Variance
  • Export Fields: Description, Value (Drawer totals and details).

Report Notes

See notes on refunds and number of sales.

All drawers with a open date that falls in the date range will be included. For a specfic drawer see the Cash Drawer Report.

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Additional Payments - Option A and B

List of payments done using additional payment option A or B.

Report Data (Fields/Columns)

  • Report Fields: Cashier, Date and time payment was received, Amount
  • Export Fields: Cashier, Date and time payment was received, Amount, Payment Field 1, Payment Field 2, Payment Field 3

Report Notes

  • The name of the report will be the name of the option as you specified it in your set up.
  • If you disabled the option, the report will not show in the list of reports. 

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Card Payments Report

Card payments received during date range.

Report Data (Fields/Columns)

  • Report Fields: Cashier, Date and time payment was received, Amount
  • Export Fields: Cashier, Date and time payment was received, Amount, Card Type, Card Number, Approval Number

Report Notes

  • The report does not have any special notes.

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Payments from accounts

Payments made for sales from customer accounts. 

Report Data (Fields/Columns)

  • Report Fields: Cashier, Payment date and time payment, Amount, Account number, Alternative account number, Name, Last name, Company name
  • Export Fields: Cashier, Payment date and time payment, Amount, Account number, Alternative account number, Name, Last name, Company name, Email, Tel

Report Notes

  • The report does not have any special notes.

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Sale Payments Summary

Lists summary of payments received for sales (account payments and layby payments will not be included).

Report Data (Fields/Columns)

  • Report Fields: Description, Amount
  • Export Fields: Description, Amount

Report Notes

ROBOTILL allows multiple payments per sale, there is not a one-to-one relationship between sales and payments. This is not a 'cash sales' or 'card sales' report as these types of reports are not possible in a system that allows multiple payments per sale. It is a payment report. The cash amount is listed as an estimate for the following reason:

  • If you allow a customer to get change (cash back) from a card sale, the customer can pay 200 on a card for an amount of 50 and get 150 cash back. For this report the 'cash sales' amount will be reduced with the change amount (-150). 

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Sale Payment Report

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

Report Data (Fields/Columns)

  • Report Fields: Sale Date, Transaction ID, Description, Amount
  • Export Fields: Sale Date, Transaction ID, Description, Amount

Report Notes

  • The report does not have any special notes.

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Sales Tax Report

Tax amounts (in most countries this will be VAT) received from all sales in the given period.

Report Data (Fields/Columns)

  • Report Fields: Tax Description, Amount Excluding Tax, Amount Including Tax, Tax Amount.
  • Export Fields: Tax Precent, Tax Description, Amount Excluding Tax Before Refunds, Amount Including Tax Before Refunds, Tax Amount Before Refunds, Amount Excluding Tax, Amount Including Tax, Tax Amount

Report Notes

  • Refunded items are deducted from the totals. To see totals without refund deductions,use the export report. 

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Refunds Report

List of refunds given for specific drawer or within date range.

Report Data (Fields/Columns)

  • Report Fields: Date and time, Description, Amount Refunded, Discarded, Refund Payment Type
  • Export Fields: Date and time, Username, DrawerID, Description, Amount Refunded, Customer Name, Customer Tel, Reason, Discarded, Refund Payment Type, Payment Info

Report Notes

See notes on refunds and number of sales.

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Refunded Items

List of products that was refunded from sale refunds and item refunds within date range.

Report Data (Fields/Columns)

  • Report Fields: Date and time, Description, Quantity, SaleID, Discarded
  • Export Fields: Date and time, Description, Barcode, StockCode Quantity, SaleID, Discarded, DrawerID

Report Notes

  • The report does not have any special notes.

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Cash Drops and Withdrawals Report

List of cash drops and/or withdrawals for a specific period and cashier.

Report Data (Fields/Columns)

  • Report Fields: Date, Username, Drawer ID, Amount, Reason
  • Export Fields: Date, Username, Drawer ID, Amount, Reason

Report Notes

  • The report does not have any special notes.

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Lay-bye

List of Lay-By contracts with balances.

Report Data (Fields/Columns)

  • Report Fields: Contract Date, Name, Surname, Sale Total, Total Paid
  • Export Fields: Contract Date, Name, Surname, ID Number, Email, Tel, Sale Total, Total Paid

Report Notes

  • The report does not have any special notes.

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Laybye Payments Report

List of Lay-By payments for given date range

Report Data (Fields/Columns)

  • Report Fields: Payment Date, Name, Surname, Amount Paid
  • Export Fields: Payment Date, Name, Surname, ID Number, Email, Tel, Amount Paid

Report Notes

  • The report does not have any special notes.

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Sales by Salesperson Report

Sales by salesperson (chart and report).

Report Data (Fields/Columns)

  • Report Fields: Salesperson, Name, Surname, Sales, SalesTotal (Chart: Username, SalesTotal)
  • Export Fields: Salesperson, Name, Surname, Sales, SalesTotal

Report Notes

  • The report does not have any special notes.

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Waiter Report

Sales and tips per waiter (chart and report).

Report Data (Fields/Columns)

  • Report Fields: Username, Name, Surname, SalesTotal, Tips (Chart: Username, SaleTotal)
  • Export Fields: Username, Name, Surname, SalesTotal, Tips

Report Notes

  • The report does not have any special notes.

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Table Report

Sales per restaurant table (chart and report).

Report Data (Fields/Columns)

  • Report Fields: Table name, Number of sales, Total Sales (Chart: Table name, Total Sales)
  • Export Fields: Table name, Number of sales, Total Sales

Report Notes

  • The report does not have any special notes.

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Driver Report

Sales delivered per driver (chart and report).

Report Data (Fields/Columns)

  • Report Fields: Driver / Courier, Number of sales, Total Sales (Chart: Table name, Total Sales)
  • Export Fields: Driver / Courier, Number of sales, Total Sales

Report Notes

  • The report does not have any special notes.

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Deliveries Report

List of completed deliveries (paid and delivered) within date range.

Report Data (Fields/Columns)

  • SaleID, SaleTotal, Company, Name, Surname, Driver, Ordered, Delivered
  • SaleID, DrawerID, SaleTotal, Company, Name, Surname, Driver, Ordered, Paid, Dispatched, Delivered, Notes, CustomerAccNum, AltaccNumber, Address, Tel

Report Notes

  • The report does not have any special notes.

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Order History

The dates and times specific items were ordered for a specific sale. This report is available in the reporting module as a normal report for all sales that has been completed. It is also available in the restaurant module for open sales. From the restaurant module, select the sale, then click on Menu and select 'Order History'.

Report Data (Fields/Columns)

  • 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

  • Submit Type: An order can be submitted by the user when the order button is pressed or automatically when a user logs off or changes a table (if this option is enabled). Other options is a reprint or order re-submit.
  • Ordered: The number of items ordered for this specific item at the specific time
  • Sale Quantity: The total number of items for this specific product at the time the items were ordered. It can be more than the items ordered as some items could already have been ordered.
  • Final quantity: the final number of items for this product when the sale completed. 

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Sales Per Resource

Sales per hospitality resource (chart and report).

Report Data (Fields/Columns)

  • Report Fields: Resource, Number of Bookings, Number of Sales, Total Sales (Chart: Resource, Total Sales)
  • Export Fields: Resource, Number of Bookings, Number of Sales, Total Sales

Report Notes

  • The report does not have any special notes.

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Bookings Report

List of customer bookings for resources within date range.

Report Data (Fields/Columns)

  • Report Fields: Resource, Start Date and Time, End Date and Time, Customer Name, Customer Surname, Company Name
  • Export Fields: Resource, Start Date and Time, End Date and Time, Customer Name, Customer Surname, Company Name, Email, Tel

Report Notes

  • The report does not have any special notes.

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Branch Stock On Hand

Stock on hand for a specific branch at a specific date

Report Data (Fields/Columns)

  • Report Fields: Stock Code, Barcode, Description, Quantity
  • Export Fields: Stock Code, Barcode, Description, Quantity

Report Notes

  • Report is only available with the head office module.

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Branch Sales Per Day

Total sales for a branch each day within the date range.

Report Data (Fields/Columns)

  • Report Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Sale Total, Refunds, Profit, GP
  • Export Fields: Date, Cost, Price Excluding Tax, Price Including Tax, Sale Total, Refunds, Profit, GP

Report Notes

  • Report is only available with the head office module.

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Branch Stock Sales

Totals for each product sold within date range for a specific branch.

Report Data (Fields/Columns)

  • Report Fields: Product Description, Stock Code, Cost, Total Excluding Tax, Total
  • Export Fields: Product Description, Stock Code, Barcode, Supplier, Category, Department, Cost, Total Excluding Tax, Total, Profit

Report Notes

  • Report is only available with the head office module.
  • 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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