Back Office: Daily Summary Report

Navigation: Sign into the Back Office and select a Store. On the left-side, select Reports then Daily Summary.
          

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The Daily Summary page displays a table that contains sales revenue information, broken down by Date, Department and revenue sources.

1. Select the following options:
   
   
   
1. Department: Select a Department from the dropdown (from the Departments set in Back Office), or All Departments. You can scroll up/down to find the Department.
   
   
   
2. Tax: Select one or more Taxes (from the list set in Back Office) from the dropdown.
   
   
   
3. Time Period: Select from the dropdown.
   
   
2. Once the Department, Tax(es), and Time Period have been selected - click Apply. The below table containing the following columns is populated:
   
1. Date: The Date of the sales activity (DD-MMM-YYYY format).
   
2. G/L Department: The Department receiving the amounts in sales.
   
3. Gross Sales: The amount (in currency) of Gross Sales for the department.
   
4. Comps: The amount (in currency) of any Comp discounts from the department.
   
5. Promo: The amount (in currency) of any Promo discounts from the department.
   
6. Loyalty: The amount (in currency) of any Loyalty funds from the department.
   
7. Donation: The amount (in currency) of any Donations from the department.
   
8. Net Sales: The amount (in currency) of Net Sales (Gross Sales – (Comp + Promo + Loyalty + Donation)) for the department.
   
9. Tax: The amount (in currency) of Taxes collected for the department.
   
10. Grand Sales: The Total amount (in currency) of Net Sales + Tax for the department.
    
    
    
11. Summary Table: Appears below the main table, on the left side.
    
    
1. Item Tax: The total amount (in currency) of Item tax collected for the day.
   
2. Check Tax: The total amount (in currency) of Check tax for the day.
   
3. Tax On Item Tax: The total amount (in currency) of Tax on item tax for the day.
   
4. Tax Rounding Off: The total amount (in currency) of Tax rounding off for the day.
   
5. Gift Card Sold Amount: Gift card sold amount for the day.
   
6. Total After Tax: The total amount (in currency) of after Taxes are applied.
   
   
   
12. Deposits Table: Appears below the main table, on the right side.
    
    
1. Cash: Cash deposited for the day will be shown.
   
2. Gift Card: Gift Cards deposited for the day will be shown.
   
3. Total: Total deposits will be shown.
   
   
   
13. Credit Card Summary Table: Appears at the bottom.
    
    
1. Card Type: The Card used for sales transactions.
   
2. Amount: The amount (in currency) of sales from the Card Type.
   
3. Tip: The amount (in currency) of sales from the Card Type.
   
4. Total: The total amount (in currency) of sales for the Card Type.
   
5. Credits: The total amount of Credits generated for the Card Type.
   
6. Net: The total Net Amount of sales for the Card Type.
   
7. Total: Sum of all the values in the Amount, Tip, Total, Credits and Net columns.
   

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