Report Comparison

QUEUE POS offers a variety of reports to help you fully understand your store’s operational status. However, different reports focus on different aspects of the data, and directly comparing total amounts may lead to questions. This article will detail the differences and comparison methods for the four main reports: Revenue, Items, Orders, and Payments, helping you interpret your operational data more effectively.

Functions and Features of Each Report

1. Revenue Report

Function: Records the total sales of all valid orders within the store.
Features: This report presents the total revenue your store has actually earned from operations.

Tip

The amount of “Consolidate payments” will not be included in this report.

2. Items Report

Function: Presents the sales situation of each item in all valid orders.
Viewing Method: Sales quantity and total sales can be viewed by item category, product, or variant level.
Features: This report focuses on the sales performance of items and only calculates the total sales of the items themselves.

Tip

This report does not include order-level amount changes, such as service charge, order discounts, tips, split modifier and payment type modifier. Therefore, the total of the Items Report is not equal to the total of the Revenue Report.

3. Orders Report

Function: Records the detailed information of all orders, including paid, voided, and Consolidate payments orders.
Features: This report provides all order information.

Tip

Due to the inclusion of voided orders and Consolidate payments orders,
The total of the Orders Report is not equal to the total of the Revenue Report. The total of the Orders Report is not equal to the total of the Items Report.

4. Payments Report

Function: Displays the total amount for each payment types in all valid orders.
Features: This report shows customers’ payment preferences.

Tip

If you do not use the “Consolidate” function, the total of the Payments Report is equal to the total of the Revenue Report.
If you use the “Consolidate” function, the totals of the two will not be equal because the Payments Report includes the Consolidate payments amount.

Comparison Methods for Different Report Numbers

The following explains how to compare the numbers of different reports:

1. Revenue Report vs. Items Report

The calculation basis of the Items Report is the total sales of items and does not include order-level amount changes. Therefore, the comparison formula is as follows:

Total of Revenue Report = Total of Items Report + Total Service Charge - Total Discounts + Total Split Modifier + Total Gratuities + Total Payment Type Modifier

Note

In rare cases, if your discount amount is greater than the order total, e.g., an order total of $300 with a $500 discount, resulting in a final order total of $0, a $200 “Discount Amount Greater Than Order Total Difference” issue will occur in the report comparison calculation. The calculation method for this difference is as follows:

Discount Amount Greater Than Order Total Difference = Order Subtotal + Service Charge - Discount + Split Modifier + Gratuity + Total Payment Type Modifier - Order Total

When this difference exists, the correct comparison formula should be:

Total of Revenue Report = Total of Items Report + Total Service Charge - Total Discounts + Total Split Modifier + Total Payment Type Modifier + Total Gratuities - Discount Amount Greater Than Order Total Difference

2. Revenue Report vs. Orders Report

The Revenue Report only includes revenue from valid orders. Therefore, when comparing, you need to exclude voided orders from the Orders Report:

Total of Revenue Report = Total of Orders Report - Total Amount of All Orders with Status 'Voided'

Note

For stores using the “Consolidate” function, you need to further exclude “Consolidate payments” orders:

Total of Revenue Report = Total of Orders Report - Total Amount of All Orders with Status 'Voided' - Total Amount of All Orders Named 'Consolidate Payments'

Tip

Voided Orders: These orders were cancelled after being created and did not generate actual revenue, so they are not included in the Revenue Report.
Consolidate Payments Orders: “Consolidate payments” represents prepaid value/consolidate transactions and is not actual revenue. Therefore, the Revenue Report will not include this amount.

3. Revenue Report vs. Payments Report

Under normal circumstances, the Total of the Revenue Report should be consistent with the Total of the Payments Report:

Total of Revenue Report = Total of Payments Report

Note

For stores using the “Consolidate” function, since the Payments Report includes the “Consolidate payments” amount, it needs to be deducted:

Total of Revenue Report = Total of Payments Report - Total of 'Consolidate Payments'

Conclusion

By understanding the characteristics and calculation logic of each report, you can more accurately compare the numbers between different reports and fully grasp your store’s operational status. If you encounter any questions during the report comparison process, please feel free to contact our customer service team, and we will be happy to assist you.