Sales Activity Report Overview

Sales Activity Report Overview

What Is The Sales Activity Report?

The Sales Activity Report shows a list of the tabs created and the payments used against them for a period of time. This is helpful when you need to find information about a certain tab. 

  • Useful for looking at an individual tab and tip, but not for seeing totals for servers or venues.

  • Can be sorted by Venue or Tab Tag, if you want to see only certain groupings of tabs.

Prerequisites

  • To view this report in Arryved Portal, you must be a Super Admin or an Admin with one of the following Portal Permissions:

    • REPORTING

    • ALL ACCESS

    • FULL ADMIN

Limitations

  • If you search over a long period of time, the amount of data that is returned to you may be too much to conveniently search through. 

  • The report doesn't show which employee closed the tab or received the tips.

  • If there were multiple payment types on a tab, the payment types will be listed, but the report won't say what dollar amount was paid to each payment type.

  • Only Add-on tax is recorded in this report. Included tax is not.

  • Tips are not aggregated or totaled for each server or venue. 

How It Works

Find The Report

  1. Head to your Arryved Portal.

  2. From the left side navigation, click Reporting.

  3. Click Sales.

  4. Click Sales Activity.

  5. Use one of the filters if desired.

  6. Use the calendars to select a date or range of days to see the report. 

  7. Click Preview or one of the Download options. 

Filters

The filters are a great way to narrow your search and tailor the report to your specific needs.

Filter By

  • Company or Location view

  • Venue

  • Tab Tags

    • Assigned to tabs in Arryved Service. 

Hide

  • Check the “Hide” box next to any filter to exclude that filter from the report rather than filter by it. 

Remove

  1. To remove a filter, open the dropdown, scroll to the bottom of the list of options for that filter and click REMOVE.

Report Columns

The report has the following columns of data:

Date

  • Date the tab was closed

Check Number

  • The check number assigned to the tab by the Arryved system.

Description 

  • The Description is the name of the tab including the QuickCloseouts.

Payment Types

  • Card, Cash, GiftCard, or Check will be logged here. If multiple payment types were made, all will be listed. 

Time 

  • Time is the time the tab was closed.

Table 

  • Table number

Amount 

  • Subtotal of the tab.

Add-on Tax

  • The tax amount added to this tab. Inclusive tax is not listed here. 

Deposit/ + Use Tax

  • Any deposit money or Use Tax collected.

Tip

  • The tip listed in the report is what is calculated on the digital signature screen, or entered from a paper receipt in the Individual Closeout.

  • Cash tips will be listed only if they are entered into Arryved Service.

Donation

  • Donations are shown here if your location has the Donation feature enabled.

Payment Totals 

  • Payment Total = Amount + Add-on Tax + Deposit/+ Tax. + Donations.

Tab Tags

  • Any Tab Tags that were on this tab are listed here. This is one way to filter this report. 

Payment Discrepancy

  • If the payment was captured, but not authorized the amount is listed here. This means the payment didn't go through.



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