Overview

The Sales by Server Report provides a detailed breakdown of sales activity for each staff member or server. It helps managers compare server performance, monitor revenue, review receipts, track tips and service charges, and verify how payments were collected.

You can filter the report by user and date range. It displays Revenue by User and Receipts by User charts, along with a detailed results table.

Prerequisites

Before accessing the report, ensure that:

• You have access to the Platter Admin Panel.

• Your user role has permission to view reports.

• Staff members use their own accounts or PINs while creating orders and receiving payments.

• Orders and payments have been completed within the selected reporting period.

• Your device is connected to the internet.

Accessing the Sales by Server Report

1. Log in to the Platter Admin Panel using your authorized credentials.

2. From the navigation menu, select Reports.

3. Select Sales by Server.

   

4. Use the Select users field to view all users or select specific staff members.

5. Enable Show inactive users if inactive or former staff members should be included.

6. Select the required start and end dates using the date-range filter.

   

7. Review the updated charts and report table.

Understanding the Report

Revenue by User

The Revenue by User bar chart compares the revenue received by each staff member during the selected reporting period. It provides a quick visual overview of the revenue associated with each user.

Receipts by User

The Receipts by User pie chart shows how the total number of receipts is distributed among staff members. Each label displays the user’s receipt count and percentage share.

Detailed Results Table

The report table includes the following information:

• Name: The user or server associated with the activity.

• Customers: The total number of customers associated with the user.

• Receipts: The total number of receipts associated with the user.

• Revenue Created: The total value of orders created by the user.

• Revenue Received: The total payment value received by the user.

• Hours Worked: The user’s recorded working hours during the selected period.

• Service Charges: The total service charges associated with the user.

• Tips: The total tips associated with the user.

  

Note: Revenue Created and Revenue Received may differ when one employee creates an order, and another employee receives or completes the payment.

Viewing an Individual Server’s Details

To view detailed information for a specific server:

1. Locate the required server in the results table.

2. Click the server’s name.

3. A details panel will open on the right side of the screen.

   

4. Review the server’s activity and payment information for the selected date range.

5. Click the X icon to close the panel and return to the complete report.

The server details panel includes:

• Customers: Total customers associated with the server.

• Receipts: Total receipts associated with the server.

• Revenue Created: Total value of orders created by the server.

• Revenue Received: Total payment value received by the server.

• Hours Worked: Total recorded working time during the selected period.

• Revenue/Hour: Average revenue received per recorded working hour. A dash may appear if no working hours or revenue are available.

• Service Charges: Total service charges associated with the server.

• Tips: Total tips associated with the server.

Payment Breakdown

The server details panel also displays the amount received through each configured payment method, including:

• Card payment

• Cash payment

• Cheque payment

• DoorDash payment

• Gift card payment

• Other payment

• SkipTheDishes payment

• Uber Eats payment

Troubleshooting

The report does not display any data

• Confirm that the selected date range contains completed transactions.

• Check whether the correct user and date filters are selected.

• Clear unnecessary filters and review the report again.

• Verify that orders were assigned to a staff member.

A server is missing from the report

• Confirm that the staff member processed at least one order during the selected period.

• Ensure that the employee used their own account or PIN.

• If the employee is inactive, enable Show inactive users.

Revenue Created and Revenue Received do not match

• Confirm which staff account or PIN was used to create the order.

• Check which user received or completed the payment.

• Review whether another employee completed the transaction.

• Ensure staff members do not share accounts or PINs.

Revenue/Hour displays a dash

• Confirm that the staff member has recorded working hours.

• Verify that revenue was received during the selected period.

• Check whether the employee’s clock-in and clock-out records are complete.

The totals do not match another report

• Confirm that both reports use the same date range, location, and order status.

• Check whether receipts, service charges, tips, refunds, or voids are handled differently.

• Verify whether one report uses the order creation date while another uses the payment or settlement date.

The report cannot be accessed

• Confirm that your user role has permission to view reports.

• Log out and sign in again after permissions are updated.

• Contact a manager or Platter Support if access is still unavailable.