The Fees Summary report offers a high-level overview of the fees applied to transactions within a selected time period. This report enables restaurant owners and managers to track the quantity and value of these charges, facilitating informed decisions regarding operational policies.
This report allows you to:
Monitor the total volume and revenue generated by specific fees.
Analyze average fee amounts to ensure consistency.
Track the tax implications associated with fee revenue.
Filtering the Fees Summary Report
You can adjust the filters at the top of the page to refine your results for the entire report.
- Location: Select a Location (or location group) by ticking the box next to the desired location from the drop-down menu. You can also select All Locations (the default).
- Report View: Select a saved Custom View or the default Base Report from the drop-down menu. You can also create a new Custom View from this menu. For instructions, please see the article: How to Customize Reports in the Bridge.
- Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.
Interacting with Report Sections
The report includes a set of controls to customize its appearance and export its data.
- Download: Click the Download icon (downward arrow) to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
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Gear Icon Options: Click the Gear icon (⚙) to open a menu with additional report controls:
- Report Style: Change the grid's density. Options include Regular (the default), Compact, and Large.
- Schedule Report: Open the scheduling modal to configure daily, weekly, monthly, or annual reports.
- Full Screen: Expand the Void Detail Report to fill the screen.
- Sort Columns: Click any column header to sort the data in ascending (A-Z) or descending (Z-A) order.
- Reorder Columns: Click and drag a column header to a new position in the grid.
- Column Options: Click the three-dot menu on a column header to open more options.
Note: Making changes to options will activate the Save Changes button. These grid customizations can only be saved to a Custom View. If you are currently in the Base Report view, clicking Save Changes will prompt you to create a new Custom View to keep your layout.
Understanding the Metrics
The Fees Summary report provides granular data points to help you analyze fee performance. You can enable or disable these columns to tailor your view.
Fee: The specific name of the service charge or fee applied (e.g., "Large Party Fee," "Corkage Fee").
Quantity: The total count of times this specific fee was applied to checks during the selected date range.
Total: The aggregate monetary value collected from this fee.
Average: The average dollar amount collected per application of the fee (calculated as Total divided by Quantity).
Percentage: The percentage rate associated with the fee, if it is configured as a percentage-based charge.
Tax Amount: The total value of tax collected specifically on the revenue generated by this fee.
Taxable: A status indicator showing whether the fee itself is subject to sales tax.
Revenue Center: The specific area of the restaurant (e.g., Bar, Patio, Dining Room) where the transaction occurred.
Daypart: The service period (e.g., Lunch, Dinner) during which the fee was recorded.
Order Type: The classification of the order associated with the fee (e.g., Dine In, Take Out, Delivery).
Employee: The name of the staff member who owned the check at the time the fee was applied.
Grouping Options
In addition to the columns above, you can further organize the report data by adding the following fields to the Row Groups section:
Employee
Order Type
Daypart
Revenue Center
Fee
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