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Quick Links

Table of Contents

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Sales Reports

The Sales tab

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Details

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Display

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Daily Gross Sales

  • This graph displays the current day's gross sales by the hour, in purple. In gray, is displays the sales for the week prior- i.e., if when viewing Monday’s gross sale in purple, it will show the previous Monday’s sales in gray

  • Hold cursor over a point on the graph to view specific details

  • Click the date to select a specific date to view from the calendar, or use the arrows to move forward/back by one day

  • Click Export as CSV to download the data as a .csv spreadsheet

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Weekly and Yearly Gross Sales

  • Weekly Gross Sales

    • This bar graph displays the gross sales for the current week, and the prior week, starting with Sunday

    • Purple shows the current week, gray shows the week before

    • Hold cursor over a specific day to view the gross sales in dollars for that day

    • Click Export as CSV to download the data as a .csv spreadsheet

  • Yearly Gross Sales

    • This bar graph shows the gross sales for the current and prior year by month, starting with January

    • Purple shows this year’s data, and gray shows the year prior

    • Hold cursor over a specific month to view the gross sales in dollars for that month

    • Click Export as CSV to download the data as a .csv spreadsheet

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Summary

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Details

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Display

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Gross Sales and Payments

  • This graph displays the gross sales and number of payments taken at specific times of day

  • Select a time frame to view:

    • Today

    • This Week

    • Last Week

    • This Month Custom

      • Use the calendar to select a start date and an end date

  • Regardless of the time frame selected, the graph will always display 12am-11pm

  • Hover cursor over a specific point on the graph to view the gross sales taken at the time of day and the total number of transactions

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Sales and Refunds

  • This section shows a detailed breakdown of sales and refunds

  • There are three columns:

    • Sales

    • Refunds

    • Net

  • There are eight rows:

    • Gross Sales

    • Discounts

    • Net Sales

    • Tax

    • Tips

    • Shipping Charges

    • Gift Card Issuance

    • Total collected

  • Click Excel-Compatible CSV to download the data as a .csv file

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Total Collected by Tender

  • This section shows a breakdown of the tender types collected

  • There are three columns for each payment type:

    • Sales

    • Refunds

    • Net

  • There are nine rows, each a payment type:

    • Cash

    • Check

    • Credit

      • American Express

      • MasterCard

      • Visa

    • Debit

    • Gift

    • Total Collected

  • Click Excel-Compatible CSV to download the data as a .csv file

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allows users to view detailed information about Daily Sales and Restaurant Reports.

Daily Sales

Details

Display

  1. From the Merchant Dashboard, select Sales from the menu panel on the left

  2. Select Daily Sales

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3. The Daily Sales page can be updated to select a specific date using the Calendar buttons in the top right corner

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Net Receipts

The Net Receipts section displays the following information:

  • Total Net Receipts

    • Net Payments

    • Net Deposits

    • Net Pay In/Out

    • Net Receipts

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Top Sellers

The Top Sellers will show a ranking of top selling items by sales totals.

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Top Discounters

The Top Discounter section shows a ranking of employees providing the most discounts.

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Top Employee Sales

The Top Employee Sales section provides a ranking of employees making the most sales.

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Net Sales

The Net Sales section will display the following information:

  • Net Sales

  • Day Part

  • Order Type

Each of these catorgies are further broken down by column details:

  • Net Sales by Category

  • Net Sales by Sales

  • Net Sales by Voids

  • Net Sales by Actual Value

  • Net Sales by Discounts

  • Net Sales by Refunds

  • Net Sales Totals (by category)

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Net Cash

The Net Cash section displays the following information:

  • Total Cash Received

  • Non-Cash Tips Total

  • Auto Gratuity Total

  • Cash Paid In Total

  • Cash Paid Out Total

  • Net Cash Total

  • Cash Deposits/All Deposits Total

  • Over/Short Total

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Payments

The Payments section shows a full breakdown of all payments received. Each payment type is broken down by columns on the top:

  • Quantity

  • Sales total

  • Tips total

  • CC Pay In/Out Total

  • Deposits

  • Full Total

The Payment Types available are displayed on the left are:

  • Cash

    • Cash Total

  • Other

    • Other Payment Type Total

  • Auto

    • Auto End of Day

  • Handheld Credit Card Payments

    • AMEX

    • Discover

    • Mastercard

    • Visa

    • Handheld CC Totals by Type

  • Refunds

    • Refunds Total

  • Total Payments

    • Taxes total

    • Auto Gratuity total

    • Surcharges total

    • Deposits total

    • Gift card sales total

    • Gift card discounts total

    • Tips total

    • CC Pay In/Out total

    • Refunded Taxes total

    • Refunded Auto Gratuity total

    • Refunded Surcharges total

    • Refunded Surcharges Taxes total

    • Order Deposits Applied total

    • Net Sales Total

  • Credit Cards Groups by Type

    • AMEX total

    • Discover total

    • Mastercard total

    • Visa total

    • Total Credit Cards total

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Pay In / Out

The Pay In /Out section displays a breakdown of Pay In/ Out information, including:

  • Payment Type total

  • Cash total

  • Credit Card total

  • Total Sum

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Taxes

The Taxes section shows a breakdown of collected taxes, including:

  • Tax Type total

  • Tax Rate total

  • Inclusive Tax total

  • Exclusive Tax total

  • Total Taxes

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Gift Card Summary

The Gift Card Summary section displays detailed information about gift card transactions, including:

  • Liability total

  • Count total

  • Discounts total

  • Total sum of gift cards used

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Refunds

The Refunds section displays a breakdown of Refunds by Category, including the following:

  • Item Sales total

  • Discounts total

  • Surcharges total

  • Sales Tax total

  • Surcharge Tax total

  • Auto Gratuity Tax total

  • Total Excluding Gratuity total

  • Auto Gratuity total

  • Tip total

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Surcharges

The Surcharges section displays the following information:

  • Surcharge Name/Type

  • Count

  • Total by Type

  • Total Surcharge

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Net Sales by Payment Type

The Net Sales by Payment Type section shows a breakdown of the following:

  • Net Sales totals by Cash and Credit Card

  • Total Payments by Cash and Credit Card

  • Total Non-sale Payments by Cash and Credit Card

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Labor

The Labor section shows the labor the total number of hours, costs, and percentage of sales by job posiition.

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