Restaurant Business Management Reporting

Point of Success offers well over seventy reports to support every aspect of a restaurant’s business operations. Every report is designed to help you get the most out of the information you accumulate every day you use Point of Success.

Sample reports are presented in Adobe Acrobat .pdf format. The free Adobe Acrobat reader is required to view these sample reports.

Download the free Acrobat Reader from the Adobe web site.

Financial Reports

All reports related to the financial health of your restaurant are organized under the Financial category.

Financial reports include:

Flash Report – Month to Date
A one or two page report with all your restaurant’s critical financial operating information in one place. Print this report frequently. 
Order Gross Profit – Prior Month
Analyze the profitability of the items you sold.
Accountant Summary
Summarizes sales by product category for a specified time period. Use this report for information to prepare financial reports.

 And these additional financial reports:

  • Audit (security issues, pricing changes)
  • Cash Paid Out
  • Coupon and Discount Redemption Summary
  • Daily Order Detail
  • Daily Order Summary
  • Daily Sales Comparison
  • Discount Review with Order Detail
  • Driver Delivery Detail
  • Flash Report
  • Flash Report – Prior Month
  • Flash Report – Prior Year
  • Flash Report – Year to Date
  • Food Cost Analysis
  • Hourly Sales by Day of Week
  • Labor Cost by Department
  • Order Gross Profit – Month to Date
  • Order Gross Profit – Prior Year
  • Order Gross Profit – Year to Date
  • Order Gross Profit Summary
  • Order List
  • Product Sales by Category
  • Revenue by Product Type
  • Revenue by Service Type
  • Sales Tax Collected
  • Sales by Product Category
  • Till and Bank Drop List
  • Till and Bank Over and Short
  • Till and Bank Reconciliation
  • Till and Bank Reconciliation List
  • Voided Order List

Marketing Reports

Recruiting new customers, retaining existing customers, and encouraging more orders from every customer are vital to the success of any restaurant.

Point of Success marketing reports include:

Marketing and Advertising Analysis
Identify sources of new customers with the number of orders and gross sales. Use this report to pinpoint the best media and offer to use to attract new customers.
Repeat Customer Analysis
Understanding  customer buying habits can help to more effectively target promotions. This report groups customers into categories by number of visits with total spending.
New Customer List
Identify new customers for relationship building and research purposes.

 And these additional marketing reports:

  • Customer Email Export
  • Customer List
  • Customer Mailing Labels
  • Customer Purchase History Detail
  • Customer Source Analysis
  • Customer Source Analysis (Sorted by Sales)
  • Good Customer Labels
  • Late Deliveries
  • Lazy or Lost Customer List and Mailing Labels (30 days)
  • Lazy or Lost Customer List and Mailing Labels (60 days)
  • Lazy or Lost Customer List and Mailing Labels (90 days)
  • Lazy or Lost Customer List and Mailing Labels (120 days)
  • New Customer Mailing Labels
  • Product Buyers
  • Product Sales Achievement by Staff
  • Product Sales by Category
  • Referral Type
  • Top 50 Business Customers
  • Top 50 Customers
  • Top 50 Residential Customers

Production Reports

Use these reports to analyze how much, how many and how fast. Business production metrics were never easier to get!

Production reports include:

Hourly Sales by Day of Week (Detail)
Improve employee scheduling accuracy and supply forecasting when you know hourly customer demand.
Promised Delivery Time Analysis
Promises kept make happy customers. Use this report to determine the frequency of on-time food deliveries and to contact customers with late deliveries before they complain.

And these additional production reports:

  • Delivery Order List
  • Delivery Production by Staff Member
  • Delivery Time by Driver
  • Hourly Sales by Day of Week
  • Order Entry Production by Staff Member
  • Promised Delivery Time Analysis
  • Revenue by Server

General Reports

This category contains reports that produce information for general use.

General reports include:

Discounts Summary
Lists every discount, offer and coupon available for use in Point of Success.
Order List
List of orders customizable by customer and/or order date.

And these additional general reports:

  • Insurance Expiration (Driver)
  • Next MVD (Motor Vehicle Division) Report
  • Product List
  • Staff Birthday List
  • Staff List
  • Staff Mailing Labels

Organize reports into these additional categories:

Receipts – Customize any receipt to make them your own. All receipt formats are available to customize as you choose. Popular POS receipt printers are supported by Point of Success with built-in formats.

Favorites – Set the reports you print often as Favorites to keep them in your personal report list.

My Reports – Here is where the reports designed with the included Point of Success custom report designer are stored.


Indicates features available only in Point of Success Premium.