📍 Where to Find It
Go to Back Office > Reports
Click Sales & Revenue
🗓️ What This Report Shows
This report gives you an end-of-day snapshot of:
What was sold (by category and product)
Which discounts were applied
Which payment methods were used
How much tax was collected
Total net and gross revenue
Basic stats like total checks and customer count
It’s the go-to report for daily closing, cash reconciliation, and manager reviews.
📆 1. Set the Date
Select the specific day you want to review using the Start and End fields. Then click Refresh.
🧾 2. Total Sales Section
This top section breaks down gross sales by:
Category Group (e.g., Food, Beverages)
Category (e.g., Burgers, Sides, Kids Meals)
Amount = value of items sold in each category
Average / Customer = average spend per guest in that group
Each Category Group ends with a subtotal.
🔻 3. Discounts (Net Sales)
This section shows the value of any discounts applied (e.g., “15% Friends and Family”).
Quantity = number of times the discount was used
Amount = total value deducted
Net Sales = gross sales minus discounts
⚠️ Heads up about split items:
If a discounted product was split across multiple guests, the quantity is counted once per split part.
For example, if 1 discounted item is split 3 ways, it will show up as 3 discounts in the Quantity column.
💰 4. Taxes
Breakdown of tax collected:
Field | Description |
Subtotal (before taxes) | Net sales before applying tax |
Taxes | Each tax line applied (e.g., GST 5%) |
Subtotal (after taxes) | Final taxed total |
💳 5. Total Revenue by Tender Type
This section shows how guests paid, broken down by:
Field | Description |
Tender Type | Visa, Cash, Debit, etc. |
Quantity | Number of transactions by method |
Tips | Tip amount included in that method (if applicable) |
Amount | Revenue collected by method |
💡 Cash rounding is shown if enabled and impacts final totals slightly.
🧮 6. Key Statistics
At the bottom, you’ll find key operational stats:
Field | Description |
Checks | Total number of bills closed |
Customers | Guest count for the day |
Average / Check | Average spend per check |
Voids | Number of voided items (if tracked) |
⚠️ 7. Out of Balance
If revenue totals and expected totals don’t match, the Out of Balance line will display the difference. This helps identify missing payments, input errors, or unclosed checks.
📤 Exporting
Click the orange download icon in the top-right corner to export the full report as a CSV file.
❓FAQ
Q: What’s the difference between “Sales” and “Revenue”?
A: Sales = value of items sold. Revenue = how much money was actually collected (including tips, rounding, and tender breakdown).
Q: Where can I see tips?
A: Tips are shown in the Tender Type section beside each payment method, if tips were entered or collected.
Q: What does “Out of Balance” mean?
A: It means the total collected doesn’t match the total sales + taxes. This could be due to missing transactions, unclosed checks, or POS input errors.
Q: Can I break this down by employee or table?
A: No. This report shows totals for the entire location only. For employee-level detail, use Sales Per Product Per Employee.