Quick Links
Table of Contents |
---|
...
Sales Reports
The Sales tab
...
Trends
...
Details
...
Display
...
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
...
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
...
Summary
...
Details
...
Display
...
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
...
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
...
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
...
allows users to view detailed information about Daily Sales and Restaurant Reports.
Daily Sales
Details | Display |
---|---|
| |
3. The Daily Sales page can be updated to select a specific date using the Calendar buttons in the top right corner | |
Net ReceiptsThe Net Receipts section displays the following information:
| |
Top SellersThe Top Sellers will show a ranking of top selling items by sales totals. | |
Top DiscountersThe Top Discounter section shows a ranking of employees providing the most discounts. | |
Top Employee SalesThe Top Employee Sales section provides a ranking of employees making the most sales. | |
Net SalesThe Net Sales section will display the following information:
Each of these catorgies are further broken down by column details:
| |
Net CashThe Net Cash section displays the following information:
| |
PaymentsThe Payments section shows a full breakdown of all payments received. Each payment type is broken down by columns on the top:
The Payment Types available are displayed on the left are:
| |
Pay In / OutThe Pay In /Out section displays a breakdown of Pay In/ Out information, including:
| |
TaxesThe Taxes section shows a breakdown of collected taxes, including:
| |
Gift Card SummaryThe Gift Card Summary section displays detailed information about gift card transactions, including:
| |
RefundsThe Refunds section displays a breakdown of Refunds by Category, including the following:
| |
SurchargesThe Surcharges section displays the following information:
| |
Net Sales by Payment TypeThe Net Sales by Payment Type section shows a breakdown of the following:
| |
LaborThe Labor section shows the labor the total number of hours, costs, and percentage of sales by job posiition. |