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3 min read

Bar POS Reporting: Useful, and Where It Stops

What the register genuinely gives you, and the three questions it cannot answer.

Matty HerreraBy Matty Herrera, Founder & CEO, Delta Kinetics

Published Updated

Delta Kinetics title card for the article Bar POS Reporting: Useful, and Where It Stops
On this page
  1. Key takeaways
  2. What can your POS reporting already do?
  3. Three questions it is not built to answer
  4. Getting more out of what you have
  5. Where do those habits stop working?
  6. Frequently asked questions
  7. Sources

Key takeaways

  • POS reporting is genuinely capable and already paid for, and for a single site with the owner present most nights it may be sufficient.
  • It is not built to tell you whether a person or a shift is unusual, whether a pattern is new, or whether anything was done.
  • Compare each person to the team median for the same daypart rather than to a target, because a nine percent void rate means nothing until you know what the rest of the team runs.
  • Keep last period's report and write down what you decided, so you can tell an unfixed old problem from a new one.
  • Those habits usually stop holding once you are not in the room every night, which is usually the second venue and reliably the third.

Frequently asked questions

What can my POS already report on?

Depending on the system and tier, you can expect sales by period, product mix, labor cost against sales, void and comp totals, discount usage and per employee sales figures. The honest first step is to check whether those reports already answer your question.

Is a nine percent void rate a problem?

It depends entirely on what the rest of the team does on comparable shifts. A raw figure per person is not a judgement, so rank void, comp and discount rates against the team median for the same daypart.

Why do the same problems keep coming back even though I read the reports?

Each report presents its contents as current, so a pattern in its fourth consecutive week looks the same as one in its first. Keeping last period's report beside this one is the cheapest way to see a trend.

Do I need another tool on top of my POS?

Not necessarily. If comparing people to the team, keeping last period's report and writing down decisions closes the leaks, you did not need a second tool. The manual comparison tends to become too slow around the second venue, and reliably the third.

Sources

  1. Toast Support: Getting Started with Analytics and Reports
  2. Toast Support: Cash and Loss Management (Exceptions) reports, voids, discounts and refunds
  3. Toast Support: Employee Productivity Report
  4. Square Support Center: View discounts, comp and void reports