Reporting & Dashboard FAQs

A Sales Date is a 24-hour reporting day set for your company. It's often the same as a calendar day, but if your sites trade past midnight it can be different.

For example, if your company's sales date starts at 3am, each sales date runs from 03:00:00 to 02:59:59 the next day:

In this example, any transaction between 2023/01/01 03:00:00 and 2023/01/02 02:59:59 counts towards the sales date 2023/01/01.

How Revenue Management uses the Sales Date

In the Revenue Management module, the Sales Date links related records together:

In report filters, the Date Range picker has preset ranges such as "Today" and "Yesterday" for a single day, or "This Week" and "Last Week" for a week. These follow your company's Sales Date and Sales Week, which you can change to suit your reporting.

Example

Dashboard layout

The Like For Like Dashboard compares today's sales with past data.

Sites are grouped into up to four sections, depending on your company:

Dashboard settings

Site settings

Each site has two Like For Like settings in its reporting settings, under Company Settings > Site Setup > Site:

User settings

You can view the dashboard for any date, but it opens on today or yesterday. To choose which:

Tax appears in many sales reports in Cinchio Back Office, so you can check it's being recorded correctly. The best report depends on what you need:

In Cinchio Back Office, service charge and integrated credit card tips are recorded as a negative payment line in the transaction. This keeps the original payment amount, while stopping gratuity and tips from counting as revenue.

In this example, revenue is £20 but the payment taken is £25:

Reports that show gratuity and tips

Because they're payment lines, gratuity and tips appear in any report with payment information:

• Media Totals
• Transaction Media

If you subscribe to Revenue Management, gratuity and credit card tips can automatically create deposits to their deposit accounts. These also appear in:

• Deposit Summary
• Deposit Analysis

You can see discount values in many places in Cinchio Back Office. The most useful reports are:

Follow the same steps to remove sites or change any other filters on a saved report.

Some products are "sold" through the POS but aren't revenue, such as charity donations, charges and third-party fees. These should be left out of sales reporting.

Product-to-Payment mapping handles this. As the transaction comes into Cinchio Back Office, "sales" of selected products are turned into negative payment lines. The sale value is then accurate, the full customer payment is still captured, and the non-revenue amount is treated as a payment liability.

Example

Sale Items
Burger        £9.50
Cash Tip      £1.50
Donation      £1.00

Payments
Credit Card  £12.00

Sale Items
Burger        £9.50

Payments
Credit Card  £12.00
Cash Tip     -£1.50
Donation     -£1.00

You may see a Rounding Adjustment product, or similar, in transactions and reports. Cinchio Back Office calculates to 6 decimal places, and this product captures any rounding from calculations such as exclusive tax, service charge and discounts. It makes sure gross product sales match payments exactly, to the 6th decimal place.

In this transaction, the customer paid exactly $1.52 and a Rounding Adjustment of -$0.01 appears:

At first glance the gross looks like it should be $1.51 ($0.76 + $0.76 − $0.01). That's only because the figures are shown to 2 decimal places. Behind the scenes, the calculation is:

Sales against the UNASSIGNED PRODUCTS product group mean one or more products haven't been assigned to a reporting group in Cinchio Back Office yet.

Find out how to assign products to reporting groups

Sales against a product or product group called REMOTE ORDER MAPPING ERROR mean there's a product mapping problem in a remote sales integration. If Cinchio Back Office doesn't recognise a product's ID in a sale from an integration, it records the sale value against this product as a failsafe. The actual product sold isn't captured.

Find the affected transactions

Find the product causing the error

Fix the mapping

If a report set up to email you isn't arriving, work through these checks in order:

Tax rates that are slightly off

In the Tax Rate Analysis report, you may see a tax rate that's very slightly higher or lower than expected. As long as the product has the correct tax rate, customers are charged the right amount and reports show the correct tax and net values. This happens when the POS only sends tax values to 2 decimal places, especially on low-value items.

For example, in the UK you might expect to see only 0% and 20% rates, but a 19% rate appears:

Don't worry, the data is still there. It just needs one final setup step before it appears in reports.

A new payment method used on the POS, known as a Media in Cinchio Back Office, won't appear in reports until it's assigned to a Media Type. Media Types group similar Media together to suit your payment reporting.

Find out how to assign a Media to a Media Type

Some remote order platforms don't treat meal deals as combos, so they don't report as a discount or appear in the Combo Sales & Discounts report alongside meal deals from the POS and other platforms.

The Combo Reconciliation feature fixes this. It recalculates each meal deal as it comes into Cinchio Back Office and converts it into a combo, so it reports alongside your other combos and discounts.

Without Combo Reconciliation

The sale value sits on the meal deal parent, so the items in the deal have no sale or tax value and the discount is inflated.

With Combo Reconciliation

The meal deal is treated as a combo. Sale and tax values sit on the items, the discount is accurate, and the transaction appears in the Combo Sales & Discounts report.

Turning it on