Sales Summary Report

Navigate to the sidebar, Reports → Sales Report → Sales Summary Report

Sales Summary Report shows sales within the store for a selected date range. It provides an overview of the sales transactional activity and includes the number of transactions, Gross sales, Tax, Net Sales Tip & COGS.

Criteria Selections for Sales Summary Report

Make entries in the following fields to determine report output:

• Start Date: Enter the starting date you want to include in the report.

• End Date: Enter the ending date you want to include in the report

Note:

The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month)

Details

The report includes the following fields:

• Event: To view all event details, including the start and end dates, and location, ensuring full visibility of transaction data linked to specific events.
• Store: The name of the store for which the sales data is being reported.
• Month: The month in which the sales occurred.
• Week: The week number within the month for the sales transactions.
• Date: The specific date of each sales transaction.
• Transactions: The total number of sales transactions made during the specified period. (refunds are added to the total)
• #Discount Transactions: The number of sales transactions that involved a discount.
• #Refund Transactions: Total number of refund transactions in the transaction period.
• Gross Sales: The total amount of sales revenue generated before any deductions. It includes the item total, tax, discount, coupon, and fees and does not include the tip amount.
• Tax: The amount of sales tax collected on the sales transactions.
• Discount Amt: The total value of discounts applied to sales transactions.
• Surcharge: Any additional charges or fees added to the sales transactions.
• Other Fee: Any miscellaneous fees associated with the sales transactions.
• Net Sales: Total of Sales less refunds/exchanges (does not include sales tax)
• Tip: Any gratuities or tips received during the sales transactions.
• COGS (Cost of Goods Sold): Total cost of the items sold less refunds/exchanges
• Gross Margin %: The percentage of the difference between revenue and the cost of goods sold, indicating sales profitability.
• Total Units Sold: The total number of units sold during the specified reporting period.
• Units Per Transaction: The average number of units sold per transaction, providing insights into customer purchase behavior.
• Average Transaction Value: The average value of transactions, helps to gauge the overall purchasing power of customers.

By analyzing the Sales Summary Report, businesses can gain insights into their store's performance, identify trends, evaluate pricing strategies, and make informed decisions to optimize sales and profitability.

Advanced Filters

Advanced filters let users filter the report by Venue, Store, Register, Warehouse, or Event by selecting the appropriate drop-down.

Any combination of filters can be used to return desired results. The user then clicks the Filter button and is given a report.

Add or Remove Columns

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, and you can save the edited report and reopen it later.

1. Open a report.

2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

Filter your Reports

You can filter reports to narrow down the information that is shown by default. For example, you can add a filter to show only sales for a specific Event, Department, Item, etc. 

You can also add or remove columns in your reports. Any filters or edits that you apply are temporary.

1. Open a report.

2. Click Filters.

3. Select a Column

4. From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.

5. In the filter box, type any value that you want to filter by.

   If you want to filter Store by a value that is "Store 1", and/or "Store 2" then select the operator Contains Store 1 AND/OR Contains Store 2

Printing Reports

Users have the option to print reports on Console, 

1. Navigate to Reports and select the report

2. Select the Date Range that you wish to get the report for.

3. Select filters that are necessary for your report. 

   Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 

4. Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

Click Save.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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