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Every Oracle Simphony POS deployment comes with a standard set of reports. While built-in reporting tools cover the basics—such as cashier totals, employee summaries, and revenue center breakdowns—they often fall short when general managers, accounting teams, and operations directors need data structured around unique property workflows.

Properties frequently run into specific operational questions that standard reporting at the workstation may not provide:

• "How many of our promo items did each server ring this shift?"

• "I want the cash drop calculated on the cashier reports."

• "How much does a tipped employee owe in tip-outs for food runners, bartenders, or server assistants at the end of a shift?"

Without a flexible solution, managers are left settling for high-level summaries that miss critical operational details. That is why we developed OTMS Custom Workstation Reports.

What are OTMS Custom Workstation Reports?

OTMS Custom Workstation Reports is a powerful extension application for Oracle Simphony that gives your team the ability to build, customize, and print precise operational reports directly from your workstation's receipt printer.

Your custom reports can present precisely what your team needs to see at the end of a shift. For instance, servers can instantly print a detailed breakdown at the register showing exactly what they earned in credit card versus cash tips, alongside a clear, automated calculation of their required tip-outs for support staff like bartenders, food runners, and server assistants.

How It Works: Under the Hood

The platform is engineered to bridge raw POS data with professional report formatting through a seamless, integrated workflow:

1. Standardized Dataset Schemas (.xsd): The system provides standard datasets organized around core hospitality workflows—including Employee Deductions, Employee Financial, and Cashier Financial—giving designers clean access to the metrics Simphony generates.

2. Professional Design via SAP Crystal Reports (.rpt): Built using SAP Crystal Reports for Visual Studio, report layouts control precise data placement, sizing, and labeling to fit perfectly on standard 40-column receipt printers using fixed-width fonts.

3. Advanced Custom Formulas: While standard reports lump totals together, OTMS custom formulas (such as GetMenuItemCount, GetMenuItemTotal, and GetCompAmountByType) let designers pull exact counts or dollar totals for specific menu items, discounts, or tenders using EMC object numbers.

4. Seamless EMC & POS Integration: Finished reports are uploaded directly into EMC as binary content records. Operators can trigger an update right from the POS sign-in screen, instantly loading the latest template to be run on demand with custom filters for dates, revenue centers, major/family groups, and discounts.

Streamline Your Shift Reporting Today

You can download a white paper with more information about the system and how you can design and deploy your own reports here: OTMS Custom Workstation Reports

Stop letting rigid out-of-the-box reporting hold your operation back. With OTMS Custom Workstation Reports, your POS data finally works the way your team does.

To learn more about how custom shift reporting can be tailored to your property, contact our team today at sales@onthemarksolutions.net.