Operations reports

Report on discounts, redemptions and other POS operations

Lesson Transcript

Discounts by booking report

If you want to find data around the amount of times a discount code has been used, navigate to the discounts by booking report.  In this example, I’m going to see every redemption of the “online test” discount usage through the platform in the last 6 months. To do this I just need to either select the code from the discount code filter or I can type this directly into the search box. I can now see the total value of “online test” discounts applied during this period. 

If you want to find the total value of all discounts just remove the discount code filter. 

If you have a discount code that is setup for limited uses and you wish to discover how many redemptions are remaining on this particular code, you just need to filter for that discount code and ensure you select a date range big enough to include all redemptions. Then navigate to the redemptions column and look at the remaining usage. If you’re looking to monitor staff usage of discounts at the POS or within the Venue Manager, then you can easily see what staff member applied the discount under the POS operator column. If you need to investigate further you can do so by clicking into the booking ID. 

It’s important to note that the redemption date refers to the booking creation date where the discount was applied. Also, custom discounts will not show on this report. If you want to get a high level summary of which staff are putting through the most discounts, then the best report to gather these insights is the discounts by staff export. In this example I’m going to review all staff discount usage in the last 6 months to see which staff member has put through the most discounts. This report will show each use of a discount, the booking ID, the amount of discount applied as well as a total for each staff member. 

This report will also include any instances of custom discounts applied by the staff member. If you’re looking to gather some insights into how much gratuity has been processed through the POS, then navigate to the staff gratuity report. In this example we’re going to see all the staff gratuity that was applied in the last month. The report will show you the time the gratuity was taken, which booking it was taken through, the payment method and which staff member this gratuity was logged under. It will show as a general pool if the gratuity was logged under the general pool. You can use this report to determine which staff members are receiving the most tips. 

When it comes to reconciliation, if you which staff members are the biggest offenders when it comes to till descrepancies than you can get these insights by utilizing the till discrepancy by staff export.

This report will show each instance there was a till discrepancy in the date range selected, as well as the POS device where this occurred and which staff member closed the till session. If you want to investigate a little deeper into these till sessions, or any other historical till session for that matter, this data can be found using the the till reconciliation report

In this example I’m trying to get more information around the till sessions that had discrepancies on the 10th of August. 

After filtering for this date, I can see everything that was processed through each till session on that day including cash takings, card takings and any variance. You can also see exactly what time each session was opened and closed. 

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