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Checks report

Beta disclaimer: At this time, Advanced Insights is available in public beta for Lightspeed Restaurant customers in North America. If you meet this criterion and want to help test this feature, contact your Sales Account Manager or Lightspeed Support.

Discover how your employees compare across shifts, positions, and menu category types based on the average amount an employee has sold per check. Identify opportunities for improvement in underperforming employees or find ways to recognize your top performers. 

Table of contents

Accessing the Checks report

Advanced Insights organizes your check data in a bar graph and table. To get started, choose your location and time frame.

  1. Sign in to your Advanced Insights dashboard.
  2. At the top of the navigation menu, click the Locations drop-down and select a location. This report can only be viewed for a single location at a time.
  3. In the main navigation menu, click Servers. On the Servers page, select the Checks tab.
  4. By default, the report displays the data for the last 28 days. To choose a different time frame, use the Calendar drop-down in the upper right corner.  

Note: You cannot select a custom time period for this report.

Filtering the report

After running the report, you can filter your results by Shifts, Menu Item Category, and Position

For a description of each filter, view the table below.

Servers-Checks-Filter.png

Filter descriptions

Filter Description
Shifts Shifts on your POS (breakfast, lunch, and dinner).
Menu Item Category Your K-Series accounting groups. To learn more about adding or editing accounting groups in your K-Series Back Office, view our About accounting groups articles.
Position Employee positions, such as Manager or Server, corresponding to your K-Series POS users. To learn more about adding or editing users in your K-Series Back Office, view our About POS users article.

 

Understanding the Checks bar graph 

After you filter your report, the Checks bar graph displays a different color for each category. Hover over a bar to view a breakdown of Categories, Rank, Server Name, Average, and Variance for each server. You can also click on a server’s name to view their server scorecard.
For a description of each metric, view the table below.

Servers-Checks-Graph.png

Checks metrics

Metrics Description
Categories

Includes covers, checks, shift types, and the item categories on your POS.

For the definitions of covers and checks, see the table below.

Rank The server’s rank for each category, out of the total number of servers.
Server name

This column lists a server’s total number of checks and covers, as well as the server’s average sale per check for each shift and item category.

The average sale per check is calculated by dividing a server’s sales totals by checks issued. The result is then broken down by the total hours in each shift (such as Breakfast or Lunch).The average sale per check for item categories (such as Hot Food or Desserts) is calculated by dividing the average sum of all items sold in a category by the server’s total number of checks.

Average The overall average count, cover, and sale per check for each category during the specified period of time. This average is calculated based on sales for all servers.
Variance The percentage difference between the server’s average sale per check and the restaurant average sale per check.

Understanding the Checks table

The Checks table displays the Checks, Covers, Covers per Check, Turn Time, Sales, Sales per Check, and Lost Sales for each server over the course of the specified period of time. You can also click on a server’s name to view their server scorecard.

After you select the date range for the report and filter your results, click the Export button to download the table as a CSV. The CSV does not include the server scorecard.

For a description of each column, view the table below.

checks-table.png

Checks columns

Column Description
Server The name of the server. You can also click on the server’s name to view their server scorecard.
Checks The number of checks closed.
Covers The total number of customers on a ticket (or check). For example, a table of five customers counts as five covers.
Covers per check The total number of covers per check, rounded up or down to the nearest integer.
Turn time The time it takes a server to process an order, calculated from the moment the server sends the ticket to the kitchen to the moment they take payment for the bill.
Sales A server’s total sales in dollars. Does not include discounts.
Sales per check A server’s average sales per check in dollars. This is calculated by dividing the total sales amount by the total number of checks. Does not include discounts.
Lost sales

Lost sales is another way to measure a server’s performance against the average performance for all servers. This is calculated by multiplying the difference between a server’s sales per check average and the total sales per check average by the number of checks the server closed during the specified period of time.

 

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