Micros Systems Restaurant Enterprise 3700 POS User manual

Copyright 2000
MICROS Systems, Inc.
Beltsville, MD USA
All Rights Reserved
Part Number: 100134-511 (3rd Edition)
microsSystems, Inc.
Reports Manual
3 7 0 0 P O S
Restaurant Enterprise Series

LL
'HFODUDWLRQV
Declarations
:DUUDQWLHV Although the best efforts are made to ensure that the information in this manual is
complete and correct, MICROS Systems, Inc. makes no warranty of any kind with
regard to this material, including but not limited to the implied warranties of
marketability and fitness for a particular purpose. Information in this manual is
subject to change without notice. No part of this manual may be reproduced or
transmitted in any form or by any means, electronic or mechanical, including
photocopying, recording, or information recording and retrieval systems, for any
purpose other than for personal use, without the express written permission of
MICROS Systems, Inc.
MICROS Systems, Inc. shall not be liable for errors contained herein or for
incidental or consequential damages in connection with the furnishing,
performance, or use of this manual.
7UDGHPDUNV CorelDraw is a registered trademark of Corel Corporation.
Crystal Reports is a registered trademark of Crystal Computer Services Inc.
FrameMaker is a registered trademark of Adobe Corporation.
Microsoft, Win32, Windows, and Windows NTare either registered trademarks or trademarks
of Microsoft Corporation in the U.S and/or other countries.
SQL Server is a registered trademark of Microsoft in the U.S. and other countries.
Sybase SQL Anywhere™ is a registered trademark of Sybase, Inc.
Visio is a registered trademark of Visio Corporation.
'HVLJQDQG3URGXFWLRQ
This manual was written with FrameMaker 5.1 for Windows.
3ULQWLQJ+LVWRU\ New editions of this manual incorporate new and changed material since the
previous edition. Minor corrections and updates may be incorporated into reprints
of the current edition without changing the publication date or the edition number.
Edition Month Year Software Version
1st September 1996 1.00
2nd April 1998 2.00
3rd August 2000 2.60

5HSRUWV LLL
Table of Contents
Preface
Why Read This Manual? .................................................................................. viii
Conventions and Symbols ................................................................................ xi
Reader Response............................................................................................... xiii
Chapter 1: Introduction to 3700 Reports
Welcome to 3700 Reports ................................................................................ 1-2
Basic Concepts and Terms................................................................................ 1-4
Running Reports from the Reports Folder ....................................................... 1-19
Running an Autosequence................................................................................ 1-25
Chapter 2: Profiles
Introduction....................................................................................................... 2-2
Detailed Sales Profile ...................................................................................... 2-3
Detailed Sales and Tip Profile ........................................................................ 2-9
Employee Labor Profile ................................................................................... 2-17
Labor Category Profile ................................................................................... 2-19
Labor/Sales Profile ........................................................................................ 2-21
Sales Profile...................................................................................................... 2-24
Sales and Guest Profile .................................................................................. 2-26
Tax Profile ....................................................................................................... 2-28
Tip Profile ...................................................................................................... 2-31
Tracking Group Profile .................................................................................... 2-33
Chapter 3: Employee Reports
Introduction....................................................................................................... 3-2
Cashier Summary Totals................................................................................... 3-3
Cashier Summary Totals by Revenue Center................................................... 3-11
Cashier Detail Totals ....................................................................................... 3-17
Cashier Detail Totals by Revenue Center......................................................... 3-25
Consolidated Cashier Detail Totals.................................................................. 3-32
Consolidated Cashier Detail Totals by Revenue Center................................... 3-39
Employee Detail Totals .................................................................................... 3-46
Employee Detail Totals by Revenue Center..................................................... 3-54
Consolidated Employee Detail Totals.............................................................. 3-61
Consolidated Employee Detail Totals by Revenue Center............................... 3-68
Employee Sales and Tip Totals by Revenue Center......................................... 3-75
Employee Open LDS Report............................................................................ 3-80

LY
7DEOHRI&RQWHQWV
Chapter 4: Labor Reports
Introduction....................................................................................................... 4-2
Employee Time Card and Job Detail ............................................................... 4-3
Employee Job Summary................................................................................... 4-8
Consolidated Employee Job Summary............................................................. 4-12
Revenue Center Job Summary.......................................................................... 4-16
Consolidated Revenue Center Job Summary.................................................... 4-22
System Job Summary........................................................................................ 4-27
Consolidated System Job Summary ................................................................. 4-33
Clock In Status.................................................................................................. 4-38
Labor Availability ............................................................................................ 4-42
Chapter 5: Tax Reports
Introduction....................................................................................................... 5-2
Daily Revenue Center Tax Totals .................................................................... 5-3
Consolidated Revenue Center Tax Totals ........................................................ 5-8
Daily System Tax Totals................................................................................... 5-11
Consolidated System Tax Totals ..................................................................... 5-15
Chapter 6: Tip Reports
Introduction....................................................................................................... 6-2
Employee Tip Totals......................................................................................... 6-3
Employee Tip Totals by Revenue Center......................................................... 6-8
Consolidated Employee Tip Totals .................................................................. 6-12
Consolidated Employee Tip Totals by Revenue Center................................... 6-17
Consolidated Revenue Center Tip Totals......................................................... 6-22
Consolidated System Tip Totals ...................................................................... 6-27
Chapter 7: Time Period Sales Reports
Introduction....................................................................................................... 7-2
Revenue Center Time Period Totals................................................................. 7-3
Revenue Center Time Period Detail................................................................. 7-8
Consolidated Revenue Center Time Period Totals........................................... 7-14
Revenue Center Time Period Summary ........................................................... 7-18
Consolidated Revenue Center Time Period Summary..................................... 7-22
System Time Period Totals............................................................................... 7-25
System Time Period Detail............................................................................... 7-30
Consolidated System Time Period Totals......................................................... 7-36
System Time Period Summary......................................................................... 7-39
Consolidated System Time Period Summary................................................... 7-43
Consolidated System Time Period Summary w/Graph.................................... 7-46

5HSRUWV Y
7DEOHRI&RQWHQWV
Chapter 8: Sales Balance Reports
Introduction ...................................................................................................... 8-2
Daily Revenue Center Sales Detail .................................................................. 8-3
Consolidated Revenue Center Sales Detail...................................................... 8-12
Daily System Sales Detail................................................................................ 8-20
Consolidated System Sales Detail.................................................................... 8-29
Chapter 9: Group Sales Reports
Introduction ...................................................................................................... 9-2
Daily RVC Group Sales Detail Subtotal by Category...................................... 9-3
Daily RVC Group Sales Detail......................................................................... 9-12
Consolidated RVC Group Sales Detail Subtotal by Category ......................... 9-15
Consolidated RVC Group Sales Detail ............................................................ 9-24
Daily RVC Group Sales Summary................................................................... 9-26
Consolidated RVC Group Sales Summary....................................................... 9-33
Daily SYS Group Sales Detail Subtotal by Category ...................................... 9-39
Daily SYS Group Sales Detail ......................................................................... 9-48
Consolidated System Group Sales Detail Subtotal by Category...................... 9-51
Consolidated System Group Sales Detail......................................................... 9-58
Consolidated System Group Sales Detail w/Graph.......................................... 9-60
Daily System Group Sales Summary............................................................... 9-62
Consolidated System Group Sales Summary................................................... 9-68
Chapter 10: Menu Item Sales Reports
Introduction ...................................................................................................... 10-2
Daily Revenue Center Menu Item Sales Detail................................................ 10-3
Consolidated Revenue Center Menu Item Sales Detail ................................... 10-10
Daily System Menu Item Sales Detail.............................................................. 10-15
Consolidated System Menu Item Sales Detail................................................. 10-21
Daily Revenue Center Menu Item Sales Summary.......................................... 10-25
Consolidated Revenue Center Menu Item Sales Summary.............................. 10-30
Daily System Menu Item Sales Summary........................................................ 10-34
Consolidated System Menu Item Sales Summary............................................ 10-39
Consolidated Food Cost Detail Report............................................................. 10-43
Chapter 11: Check Reports
Introduction ...................................................................................................... 11-2
Employee Open Guest Checks Report............................................................. 11-3
Employee Closed Guest Checks Report........................................................... 11-8
Return/Void Reason Code Report.................................................................... 11-15
Chapter 12: CA/EDC Reports
Introduction ...................................................................................................... 12-2
Credit Card Batch Detail Report ...................................................................... 12-3
Credit Card Batch Transfer Status Report........................................................ 12-8
Driver-Specific Information............................................................................. 12-12

YL
7DEOHRI&RQWHQWV
Appendix A: Templates, Views, and Stored Procedures
Template Table................................................................................................. A-2

5HSRUWV YLL
Preface
This preface provides an introduction to the organization, conventions,
and contents of this manual.
In this chapter
Why Read This Manual?........................................................................viii
Conventions and Symbols........................................................................xi
Reader Response................................................................................... xiii

YLLL
:K\5HDG7KLV0DQXDO"
Why Read This Manual?
3XUSRVH
Welcome to the MICROS Systems 3700 Restaurant Enterprise System—
the powerful, easy-to-use, state-of-the-art, point-of-sale (POS) system.
The 3700 Reports Manual is your guide to MICROS 3700 reports. This
manual explains how to run reports and provides an example of each
report, along with programming considerations and tips about how the
report might be used. Managers or other report users will benefit from the
general explanations of each field included in a report.
Advanced users will appreciate the detail tables that specify where in the
database each figure in the report originates. This information can be
helpful to people who are modifying existing reports or creating new
ones.
:KR6KRXOG8VH7KLV0DQXDO
All persons who will either program, modify, or use the MICROS 3700
Reports should read this manual.
This manual is organized in logical groupings of related reports. A
detailed table of contents makes it easy to find reports quickly.
+RZ7KLV0DQXDOLV2UJDQL]HG
This manual is divided into three major sections:
6HFWLRQ2QH
This section (Chapter 1) will introduce you to basic concepts and
terminology. You will learn how to start the Autosequences and Reports
Module, take single reports, and run autosequences. Privilege
considerations are also discussed. Read this section if you are new to
MICROS POS products.
6HFWLRQ7ZR
This section (Chapter 2) introduces you to the profiles or building blocks
used to create the reports. In this section, each field in the profile is
described in general, easy-to-understand terms. Each report description
will refer you to this chapter for a general description of the profiles
included in the report. Read this section if you are a manager, or will be
using the 3700 reports.
6HFWLRQ7KUHH
This section (Chapters 3-12) explains each report in the 3700 System.
Each explanation includes the following:

5HSRUWV L[
:K\5HDG7KLV0DQXDO"
qThe purpose of the report.
qThe format, which includes a list of each profile included in the
report.
qThe template the report uses. This information is included for
advanced users.
qA full-page report example.
qA 40-column report example (if applicable).
qDetail tables, which list the source, in the database, for each field in
the report. This information is included for advanced users.
qProgramming considerations, which include explanations of how
various programming options will effect the report. Not all reports
include programming options.
qNotes, which include any additional information related to the report
that may be helpful. This could include balancing information or tips
about what to check if the report does not seem to be accurate. Not all
reports include notes.
Read this section to reference a specific report.
Note
For specific programming information related to
autosequences or tracking groups, please refer to the POS
Configurator module’s Online Help.

[
:K\5HDG7KLV0DQXDO"
5HODWHG0DQXDOV
This section provides a list of the related MICROS documentation as well
as a list of suggested reading materials.
MICROS Documentation
The 3700 Restaurant Enterprise Series library includes:
q3700 Administration Applications Manual 100134-503
q3700 Custom Reports Design Manual 100134-508
q3700 Feature Quick Reference Manual 100134-506
q3700 Feature Reference Manual 100134-501
q3700 Hardware Installation Guide 100134-514
q3700 Hardware User’s Maintenance Guide 100134-512
qPC Workstation Model 32 Setup Guide 100016-085
q3700 Reports Manual 100134-511
q3700 Site Preparation Guide 100134-513
q3700 Site Survey Manual 100134-505
q3700 SQL / Database Access Manual 100134-507
q3700 POS Configurator User’s Guide 100134-504
q3700 System Interface Module User’s Guide 100134-516
q3700 User’s Manual100134-502
Suggested Reading
qCrystal Reports documentation
qMicrosoft Windows 95 Resource Kit
qMicrosoft Windows NT Server 3.51 documentation
qMicrosoft Windows NT 3.51 Resource Kit
qMicrosoft SQL Server 6.0 documentation
qSybase SQL documentation

5HSRUWV [L
&RQYHQWLRQVDQG6\PEROV
Conventions and Symbols
This section describes the conventions and symbols that are used
throughout the printed 3700 documentation.
&RQYHQWLRQV
The following conventions are used throughout this manual.
6\PEROV
The following symbols are used throughout this manual.
Convention Meaning
[Key] Keys on a PC or PC Workstation. Example:
[Enter]
‘Message’ Messages that may appear during the program-
ming process. Example: ‘Select Menu Item
Range’
Courier Information to be entered by a User. Example:
copy a:\readme.txt c:\micros
[Key1]+[Key2] The plus sign (+) between key names indicates
that you should press the keys simultaneously.
|Indicates the sequence of menu items to be
selected. Example: File | Sales | Condiments
∑Some numbers in reports are the sum of a col-
umn of numbers or of a formula. This is repre-
sented in the detail tables using the symbol for
summation (∑), followed by the column or for-
mula name.
Note
This symbol is used to bring special attention to a related
feature.
Caution
This symbol indicates that care should be exercised when
programming a feature or performing an action.

[LL
&RQYHQWLRQVDQG6\PEROV
'HVLJQDQG3URGXFWLRQ
This manual was written using FrameMaker 5.0.1.
WARNING
This symbol indicates that an action may have adverse results
if extreme caution is not taken when performing the action.
Tip
This symbol is used to point out suggestions that can save you
time and difficulty.

5HSRUWV [LLL
5HDGHU5HVSRQVH
Reader Response
As you read this, the documentation staff at MICROS is hard at work
preparing the next edition of this manual. Your feedback could be
instrumental in changing that next edition.
7HOOXVZKDW\RXWKLQN³ZH·GOLNHWRKHDUIURP\RX
We are very interested in hearing from you about:
qGood ideas -
Tell us about some part of this manual that you think works well–
we’ll be sure to maintain it.
qIdeas that need work -
Tell us about an area that needs to be improved– we’ll punch it up.
qInformation not included -
Did we miss something? Let us know so we can add it.
qInformation that’s not clear -
Did you find something hard to follow? We’ll rethink it and rewrite it.
qInformation that’s not correct -
Did something get past our arduous tech edit process? Help us fix it.
+RZWRUHDFKXV
3RVWDO$GGUHVV
If you can offer any criticisms or suggestions about this manual, please
mail a note or postcard to:
MICROS Systems, Inc.
7031 Columbia Gateway Drive
Columbia, MD 21046-2289 USA
Attn: Documentation Group Manager
(PDLO$GGUHVV
As an alternative, you may address criticisms and suggestions regarding
this manual by electronic mail to:
microsdo[email protected].
Please use the name of the manual as the subject line.

[LY
5HDGHU5HVSRQVH

5HSRUWV 
Chapter 1
Introduction to 3700 Reports
This chapter introduces you to basic 3700 report concepts and
terminology. You will learn how to start the Autosequences and Reports
module to take single reports. Privilege considerations are also discussed.
In this chapter
Welcome to 3700 Reports ......................................................................1-2
Basic Concepts and Terms .................................................................... 1-4
Running Reports from the Reports Folder.......................................... 1-19
Running an Autosequence................................................................... 1-25


,QWURGXFWLRQWR5HSRUWV
:HOFRPHWR5HSRUWV
Welcome to 3700 Reports
The 3700 system provides standard reports developed to meet the needs
of most operations. These reports are designed to be easy to use and
understand.
However, no standard report, no matter how carefully designed, can
provide all the detailed information you may want. So the standard
reports also include features that allow you to make simple
customizations without developing customized reports.
For example, you can define tracking totals to track and report specific
information you need. You can assign major groups, family groups, and
menu item groups to categories, to specify the grouping and subtotals that
are printed on reports. You can define a fiscal period type to calculate
date ranges for reports. These and other features can help you get the
information you need using standard reports.
This manual will describe the standard 3700 reports as they are developed
and shipped. Since reports can be changed and customized, your reports
may not be identical to the ones included here.
MICROS will set all standard reports at object number 9999 and below.
Any custom reports should be given an object number above 9999. This
will ensure that MICROS can add changes to reports without overwriting
a custom report

5HSRUWV 
,QWURGXFWLRQWR5HSRUWV
:HOFRPHWR5HSRUWV
*HQHUDWLQJ5HSRUWV
Reports can be generated in any of the following ways:
qDirectly, using the Reports options in the Autosequences and Reports
module
Managers may choose to run some reports directly, either to produce
seldom-used reports that are not included in autosequences, or to get
the most current information available. See “Running Reports from
the Reports Folder” on page 1-19 for additional information.
qDirectly, using an autosequence in the Autosequences and Reports
module, or using a key programmed to run an autosequence
Usually wait staff will run end-of-shift or tip reports using a key that
launches an autosequence.
qAutomatically, through an autosequence scheduled to run at specified
times
Autosequences can be programmed to produce a specified series of
reports See POS ConfiguratorPOS Configurator Online Help for
additional information.
qFrom the command line.
Enter the command and the the number associated with the
autosequences in the Autosequences form.
When you create a report using the Reports options, you can choose to
view or print the report. You can also select the printer.


,QWURGXFWLRQWR5HSRUWV
%DVLF&RQFHSWVDQG7HUPV
Basic Concepts and Terms
This section covers basic concepts and terms which are specifically
related to reports.
)XOO3DJH&ROXPQDQG8:65HSRUWV
Reports come in three formats: full-page, 40-column and UWS. A
full-page report is designed for standard-size paper, and can be printed on
any Windows-compatible printer, excluding dot-matrix printers. All
reports include a full-page version.
A 40-column report includes basically the same information as the
full-page version, but is formatted to be 40 characters wide and is
designed to be printed on a MICROS roll printer.
A UWS report is a 40-column report designed to run from the User
Workstation for the entire system. UWS reports must be run through an
autosequence and can only print on a thermal or autocut roll printer.
These reports look like standard 40-column reports, but do not use Crystal
Report templates and can not be modified.
The following table lists each of the standard reports, grouped according
to subject, and indicates which format is available for each report.
Note
A printer cannot print both 40-column reports and 32-column
guest checks. The 40-column reports must be printed on a
printer that is not used for guest checks.
Report Name Full-
Page 40- Column UWS
Employee Reports
Cashier Summary XX
Cashier Detail XX
Consolidated Cashier Detail X
Daily Employee Detail XXX
Consolidated Employee Detail X
Employee Sales and Tip Totals X

5HSRUWV 
,QWURGXFWLRQWR5HSRUWV
%DVLF&RQFHSWVDQG7HUPV
Labor Reports
Employee Time Card and Job Detail X
Employee Job Summary XX
Consolidated Employee Job Code
Labor Summary X
Revenue Center Job Summary XX
Consolidated RVC Job Summary X
System Job Summary XX
Consolidated System Job Code
Labor Summary X
Clock In Status XXX
Labor Availability XX
Tax Reports
Revenue Center Tax Totals XX
Consolidated Revenue Center Tax
Totals X
System Tax Totals XX
Consolidated System Tax Totals X
Tip Reports
Employee Tip Totals XXX
Consolidated Employee Tip Totals X
Consolidated Revenue Center Tip
Totals X
Consolidated System Tip Report X
Report Name Full-
Page 40- Column UWS


,QWURGXFWLRQWR5HSRUWV
%DVLF&RQFHSWVDQG7HUPV
Time Period Sales Reports
Revenue Center Time Period Totals XX
Revenue Center Time Period Detail XX
Consolidated Revenue Center Time
Period Totals X
Revenue Center Time Period
Summary XX
Consolidated Revenue Center Time
Period Summary X
System Time Period Totals XX
System Time Period Detail XX
Consolidated System Time Period
Totals X
System Time Period Summary XX
Consolidated System Time Period
Summary X
Consolidated System Time Period
Summary w/Graph X
Serving Period Sales Reports
Revenue Center Serving Period
Totals XX
Consolidated Revenue Center
Serving Period Totals X
Revenue Center Serving Period
Detail XX
Report Name Full-
Page 40- Column UWS