Toast offers eight Sales reports in Toast Web—Sales Summary, Sales Analytics, Sales Breakdown, Orders, and more—that show real-time data on net sales, tips, gratuity, dining options, and location performance. This article helps you pick the right report for what you need to see.

Sales reports in Toast Web show real-time data for your restaurant: net sales, gratuity, tips, total guests, table turn time, dining options, payment methods, and more. You can view them on a desktop browser in Toast Web, and view the Sales Summary on a Toast device by selecting My Account > Sales Report from the device's main menu.

Note: You may also refer to all of these as "sales analytics" reports. Toast Web also includes one specific report named Sales Analytics—see Sales Analytics Report for that report's details.

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Use Sales reports to:

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Applies to: Toast Web | Permissions needed: 4.1 Sales Reports

What you'll accomplish: Locate and open any of the eight Sales reports in Toast Web.

In Toast Web, navigate to Reports. In the left-hand reports navigation, select Sales to open the drop-down and choose the report you want to view.

You can also open the Sales Summary report from the Quick Actions section on the Toast Web homepage, or on a Toast device by selecting My Account > Sales Report from the device's main menu.

Note: If a Sales report you expect is not visible, your user permissions may not include 4.1 Sales Reports. Ask your restaurant admin to update your permissions, then sign in to Toast Web again. For more, see the Access Permissions Reference in the Toast Central knowledge base.

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The Sales Summary is the most commonly used Sales report. It displays multiple sections ("cards") of real-time data — including Revenue Summary, Net Sales Summary, Tip Summary, Payments Summary, Cash Summary, and others — for the date range you select. Charts let you hover over individual time points to see detail for that point in time.

For a complete walkthrough of every card, filter, and export option, see the Sales Summary Report Overview in the Related Articles section.

The Sales Analytics report displays historical sales trends and top-line numbers. You can compare two date ranges (such as this week vs. last week) or compare two locations side by side. Many users refer to this report informally as "sales analytics" — that is the same report described here.

The Sales Breakdown report lets you compare two metrics against each other. For example, you can compare sales categories by dining option to see which menu items sell best for takeout, or compare sales categories by revenue center to review bar sales against the rest of the restaurant.

If you select a date range of seven days or fewer, you can also view an individual server's item sales by selecting Server in the first drop-down and Item name in the second drop-down.

The Orders report displays every order in an itemized list for the date range you select. Columns include location, order number, date and time opened, number of guests, server, table, discount amount, amount, tax, tip, and gratuity.

To filter orders by source, select Show/hide columns and select Order Source. To open the full Order Details report for a single order, select that order in the list. To export the Orders report, select the download icon (down arrow) near the top right.

The Paid in Total report displays payments collected within your selected date range for orders fulfilled outside that range. For example, if a customer pays for an order on October 19 but picks it up on October 24, the payment appears in the Paid in Total report when October 19 is selected. These payments count toward the Sales Summary total for the day they were collected, but do not appear in net sales for that day.

To open this report, navigate to Reports > Sales > Paid in Total. Select the date range to filter and show payments collected within the date range for orders fulfilled outside the date range.

The Deposit Sales Collected report displays payments taken outside your selected date range for orders completed within that date range. For example, if a customer paid on October 19 for an order picked up on October 24, the payment appears in the Deposit Sales Collected report when October 24 is selected. These payments appear in net sales for the day the order was completed.

To open this report, navigate to Reports > Sales > Deposit Sales Collected. Select the date range to filter and show the payments collected outside the date range for orders fulfilled within the date range.

The Location Breakdown report displays sales totals broken down by each location. Use it when you manage more than one location and want to see how each is performing in the same date range.

To open this report, navigate to Reports > Sales > Location breakdown. Filter the report by selecting a date range, then check mark locations within the restaurant group to compare sales totals of each selected location. After the report loads, more filtering options are available such as timeframe.

The Group Sales Overview report lets you compare sales between locations in a restaurant group and view all Franchise Fee percentages in one report. Use it when you need a cross-location view that includes franchise fee data. To open this report, navigate to Reports > Sales > Group Sales Overview.

Note: The Sales Summary FAQ documents that the Group Sales Overview tab is no longer visible inside the new Sales Summary report. To open the Group Sales Overview report, use the left-hand reports navigation in Toast Web rather than the Sales Summary tab.

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If your net sales and gross sales are equal, your restaurant had no discounts or refunds in the selected date range. Gross sales is the regular price of all non-deferred items plus service charges (excluding tax and tip). Net sales is gross sales minus discounts and refunds. If no discounts or refunds were applied, both numbers match.

For more, see Sales Summary FAQ in the Related Articles section.

Paid in Total payments appear in your Sales Summary report total for the day the payment was collected. They do not appear in net sales for that day, because the corresponding order is fulfilled in a different date range. See Paid in Total Report above for the example and Deposit Sales Collected Report for the inverse case.

Items appear with No Sales Category Assigned when those menu items were not set up with a Sales Category in your menu. To find and reassign them, pull a Product Mix (PMIX) report to list every item with no Sales Category, then use the Menu Editor to assign a Sales Category to each one. For step-by-step instructions, see Configure Sales Categories in the Related Articles section.

The Sales Summary FAQ documents that Safari has compatibility issues with the Sales Summary report and recommends Chrome — the same browser guidance applies to Sales Analytics. If a browser refresh or switching to Chrome does not resolve the issue, contact Customer Care.

Data-retention limits vary by report:

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