Reports - Operation and Finance

These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.

From talech.com you have access to our suite of advanced reporting features as well as some legacy reports from the talech Classic experience that provide key metrics on your employees’ performance, cash drawer activity, taxes and voided items.

These reports are found under the Operations and Finance section of the Reports dashboard.

In this article

• Access reports
• Operations reports
  • Cash drawer reports
  • Voids reports
• Finance reports
  • Employees
  • Taxes

Access reports

All reports are available by logging in to talech.com and selecting Reports from the left navigation menu.

More information on the advanced reporting features for the talech New reports can be found in our overview article Reports on talech.com. The talech Classic reports do not have the advanced reporting features – they mirror the reports that were available on the previous Classic version of talech.com.

 

Reports with this icon mean they are talech New reports with advanced reporting features. 

 

Reports with this icon mean they are talech Classic reports that do not have advanced reporting features. 

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Operations reports

Use the following reports to gain insights into your business operations.

Cash drawer reports

You need to know how much money is in your cash drawer at any given time so that you can add cash where needed and determine the types of transactions that are driving significant changes. This is where the Cash Drawer Summary report can be useful.

 

Cash Drawer Summary report: Overall view of opening, closing and actual balances across cash drawers over time as well as discrepancies between expected and actual balances. Date range between 1-365 days. 

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If you see significant changes or anomalies in cash drawer balances, you need a way to identify those anomalies and explore the kind of activity that is causing them and who’s doing it. This is where the Cash Drawer Summary by Shift report can help. 

 

Cash Drawer Summary by Shift report: Discover significant changes or anomalies in cash drawer balances. Filter by specific shifts and employees so that issues or discrepancies can be identified. Date range between 1-365 days. 

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Voids reports

This report is available to restaurant business types. What are voids? A void is any item from the menu that has been:

• Added to an order, then removed.
• Added to an order, printed, then removed.
• Added to an order, sent to the kitchen, then removed.

If an item is sent to the kitchen by mistake or the customer receives an incorrect item that needs to be removed from their bill, the item can be voided from the ticket.

Having visibility into the most commonly voided items and reason for the voids can help you determine if a menu change or process adjustment may be needed. This is where the Voids Summary report can be beneficial.

 

Voids Summary report: Aggregate summary of voids over a period showing number of orders voided, number of voided items, and amount voided. Date ranges are between 1-365 days. 

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Voided Items Detail report: Individual transaction detail of voided items showing which item was voided, who approved it, amount voided, the reason, etc. Date ranges are between 1-365 days. 

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Finance reports

Use the following reports to gain insights into your business finances.

Employees

Identifying top performing employees or those needing improvement can help you with targeted coaching or recognition. You may also need insight into which employees drive the most revenue to aid decisions on scheduling or role assignments. This is where the Sales by Employee report can be a valuable tool.

 

Sales by Employee report: Overview of sales revenue for your staff. See revenue generated over a given time period (gross and net) with totals for discounts or refunds. Date ranges are between 1-365 days.  

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Product Sold by Employee report: Summary of products sold by each employee based on volume. Shows a list of products sold during the range selected, including refunds and product quantity remaining. Date ranges are between 1-30 days.  

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Labor Cost report: View wages paid to employees compared to revenue by percentage, as well as estimated wages and overtime. Date ranges are between 1-30 days. 

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Taxes

Organizing your financial data and improving your financial oversight of the taxable revenue your business is collecting can be both a time saver and add a boost to your efficiency. This is where the Tax Summary report can be of good use.

 

Tax Summary report: View of taxable revenue and the amount of taxes collected over the selected time. Date ranges are between 1-30 days.  

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Need more help?

• talech training & device support (24/7): 1-888-995-1998
• Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura