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How to Access Basic Reports in the GRUBBRR Portal

Isabella Scharff
Updated

The GRUBBRR Portal offers over 100 different reports to track sales, tips, customers, cash management, inventory, and employees at your location. These are sorted into tabs based on the report type. In this article, we'll provide a brief list of our most commonly used reports, and what information they provide. If your business operates past midnight, you can set a custom report cut-off time in the Portal. This way, the orders between midnight and closing are factored into the same business day. Information about this process is included at the end of this article.

Z Report

Z Reports summarize all data for selected dates, including sales, taxes, tips, discounts, refunds, and employee attendance. You can run a Z Report from the GRUBBRR Portal, a POS, or a Kiosk. We recommend you go to the GRUBBRR Portal to customize the data you want to view on your Z Reports.

Running a Z Report

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  1. Log in to the GRUBBRR Portal
  2. From the location dropdown, select your desired location
  3. Select Reports from the left sidebar menu
  4. Select Z Report from the dropdown
  5. Select the Appropriate Date(s) from the icon at the top of the screen
    • This will default to select the current day
  6. Select Customize to choose what data will be displayed and where
    • Here you can move around or hide less relevant information
    • The settings you customize here will show on POS and Kiosk Z reports

Report Details

  • Orders Summary
    • Here, you can view all data related to sales
    • Gross Sales
      • The total amount of revenue generated from selling product
      • Does not take into account discounts, refunds, taxes, or tips
    • Net Sales
      • Revenue generated after taking into account discounts and refunds
    • Amount Collected
      • Total revenue, including discounts, refunds, taxes, and tips

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  • Payment Types
    • This breaks down total sales for the selected period by payment type
  • Channel Sales
    • Shows sale totals by origin - POS, Kiosk, online, etc.
  • Credit Card Sales Breakdown
  • Other Payment Types Summary
    • If you have tender payments or house accounts enabled, the sales breakdowns for those will be listed here
  • Fees Summary
  • Discounts & Loyalty Summary
    • Shows discounts used and loyalty rewards applied
  • Sales by Category
  • Canceled Orders Summary
    • Lists the values for all voided orders and refunded orders
  • Tip Summary
  • Gratuity Summary
  • Cash Management Summary
    • Shows all cash management data, including variance
  • Employee Attendance
    • If you are using employee management, employee shifts and hours will be listed here

Tax Report

The tax report shows you a breakdown of the taxes charged to customers, their names, rates, and the amount collected.

To view this report:

  1. Select Reports from the left sidebar menu
  2. Select Sales from the dropdown
  3. Select Tax from the dropdown
  4. Enter the appropriate Date Range into the 'Date Filter'

Sales Summary

This report will show essential information about the number of orders per day and the amount spent, discounted, tipped, taxed, and refunded.

To view this report:

  1. Select Reports from the left sidebar menu
  2. Select Sales from the dropdown
  3. Select Sales Summary from the dropdown
  4. Enter the appropriate Date Range into the Date Filter

Product Mix

This report will show the assortment of items sold for a specifically selected date filter. This report can also be refined to show items from a specific category. To view this report:

  1. Select Reports from the left sidebar menu
  2. Select Sales from the dropdown
  3. Select Product Mix from the dropdown
  4. Enter the appropriate Date Range into the Date Filter
  5. If desired:
    • Select a Category from the 'Category' textbox

Report Cut-Off Time Settings

Setting a report cut-off time is beneficial if your business hours extend past midnight. Instead of having your reports refresh at the 24-hour mark, you can set an end time reflecting your business hours.

To add a report cut-off time:

  1. Log in to the GRUBBRR Portal
  2. Select Configure from the left sidebar menu
  3. Select General Settings from the dropdown
  4. Scroll down to or use Ctrl + F to search for Report Cut-off Time
  5. Enter the time that your business closes at
  6. Select Save at the bottom of the page

Select the Calendar Day option to view reports with the appropriate times.

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