Reporting & KPIs (Backoffice)
Where to find the reports
Daily Summary Report (DSR): Tabit Office → Back Office > Reports > Daily Summary. DSR surfaces day-to-day KPIs across Sales, Payments, Fees, Taxes, Labor, Cash and more.
Loyalty & Gift Card reports: Tabit Office → Loyalty > Reports (Gift Card Summary, Gift Cards Balance, Benefits Redemptions, Redemption Details, Manual Actions, Digital Gift Cards, Loyalty BI).
Learn more by reading these help articles:
Gift Card Transactions Summary in the Daily Summary Report
Configuring Loyalty Permissions
DSR — What each KPI means & how to read it
Sales (core definitions)
Taxes are not included in sales amounts (gross or net).
Gross vs Net:
Gross sales = Net sales + comps + promotions.
Net sales = all sales − returns − comps − promotions − voids.
Breakdowns you’ll see: by department/sub-department (menu catalog), by daypart/shift (site-defined), by revenue center, and by order type.
Order type definitions (appearing in DSR):
Seated Orders: table/tab opened >10 minutes.
TA: takeaway orders.
OTC: “Eat In” via OTC profile, or seated orders opened & closed in <10 min.
Delivery: TD profile or external sources (DoorDash, UberEats, etc.).
PPA (Per-Person Average): Includes only seated orders >10 minutes, divided by guest count; excludes OTC and any order opened/closed in <10 minutes.
Sales + Fees math you’ll see in the report UI: “Sales + fees = Net sales + fees.”
Exceptions & comps
Comps are split into Operational (service recovery), Marketing (friends & family, comps), and Organizational (employee meals/manager). These appear under the Exceptions section as well.
Payments & cash
Payments section summarizes payment counts and total refunds by tender.
Cash Summary shows total cash transactions and any Pay In/Pay Out reasons configured.
Cash on Hand should match Cash Summary; for sites paying tips:
cash on hand − subtotal (tips & service charge) = total cash balance.
Labor
Labor Cost is broken down by role/job function and calculated as a percentage for any job function with sales allocation.
Fees & Taxes
Fees appear as configured and are treated as non-revenue items (fixed % or $).
Taxes / Tax Summary / Tax Exemptions: DSR shows collected taxes, a summary, and all tax-exempted orders (with date, order #, and exempted amount; double-click to view order details).
Learn more by reading this help article: Daily Summary Report (DSR)
Gift Cards — KPIs & where to read them
Fast daily view (inside DSR)
In Back Office > Reports > Daily Summary, scroll to Payments → Prepay to see Gift Card transactions for the selected time period; the gift card series name appears beneath Prepay.
How to read the numbers: DSR shows totals (not each load/redeem). “Payment Amount” is loads + redemptions; loads are negative (money onto cards), so if loads > redemptions the number is negative; if redemptions > loads, it’s positive.
Digital gift card purchases are not included in this DSR section.
Need the individual transactions? Go to Loyalty > Customers > Transaction Center, set date range/site/series, then Apply.
Deeper analysis (Loyalty reports)
Gift Card Summary: Track loads vs redemptions over time and understand liability; filter by date/time, card number, and series. Access via Loyalty > Reports > Gift Card Summary; default window 30 days, adjustable up to 1 year.
FAQ insight: If Total Balance is negative, redemptions exceeded loads for that window; export to Excel via the .xlsx button.
Learn more by reading this help article: Gift Card Transactions Summary in the Daily Summary Report
Loyalty KPIs you should track (and where to pull them)
These KPIs are typically created from a combination of Loyalty reports and DSR context. Use the report pointers below; exact dashboards may vary by your program setup.
Enrollment growth & Active members – Pull from Loyalty BI and customer exports; use date ranges to compare periods.
Earn % (orders with points earned) – Correlate Payments/Order Types in DSR with Benefits Redemptions/Redemption Details to estimate program penetration by channel.
Redemption rate & Time-to-first-reward – Use Benefits Redemptions + Redemption Details for totals and member-level timelines.
Repeat-visit uplift – Compare returning guest counts from Loyalty BI against DSR order type/daypart patterns to spot lift by channel.
Breakage (unredeemed value) – Use Gift Cards Balance and Gift Card Summary to monitor outstanding balances vs usage.
Promo/Offer lift – Compare DSR Promotions column to baseline sales to quantify uplift from promotions/segments actualized.
Learn more by reading these help articles:
Configuring Loyalty Permissions
Gift Card Reports: An Overview
Suggested weekly/monthly KPI routine
Daily (MOD):
Open DSR → review Sales vs Net, PPA, Exceptions, Payments, Cash/Tips, Fees/Taxes.
Check Prepay (Gift Cards) for anomalies; negative Payment Amount may indicate heavy loads that day.
Weekly (Manager):
Gift Card Summary (loads vs redemptions by series) and Gift Cards Balance; export to Excel if needed.
Benefits Redemptions/Redemption Details – validate redemptions and track trends.
Monthly (GM/HQ):
Loyalty BI – member growth, activity, repeat visit behavior; tie back to DSR order types/dayparts.
Promo lift – compare Promotions column to prior periods/baselines.
Permissions you may need
Access to specific Loyalty reports is controlled by permissions; ensure the appropriate roles can see Gift Card Summary/Balance, Benefits Redemptions, Redemption Details, Manual Actions, Digital Gift Cards, and Loyalty BI.
Learn more by reading this help article: Configuring Loyalty Permissions
FAQs
Q: Why is Gift Card “Payment Amount” negative in DSR?
A: DSR’s Prepay shows loads (negative) + redemptions (positive). When loads > redemptions for the period, the net is negative.
Q: My Gift Card Summary shows a negative total balance — is that bad?
A: It simply means more gift card value was redeemed than loaded in the selected range (and vice-versa for positive).
Q: How do I drill into individual gift card transactions?
A: Use Loyalty > Customers > Transaction Center, filter by date/site/series, then Apply.
Q: Do digital gift card purchases appear in the DSR Prepay section?
A: No — they’re not included in that DSR view. Use Loyalty reports for digital GC analytics.