Use this guide to choose which Toast Web reports to run on a weekly, monthly, quarterly, or yearly cadence to monitor sales, labor, deposits, and payouts.
What This Applies To
Restaurant operators, managers, and accountants who use Toast Web to monitor weekly, monthly, quarterly, or yearly performance.
All reports under Reports in Toast Web (Sales, Menus, Labor, Payments, Cash and Loss Management).
Excludes daily reports — for daily cadence reporting, see Reporting Best Practices: Your First Day on Toast.
Excludes payroll cadence (pay frequency) and payment processing setup — see What This Article Is Not For.
About This Guide
This is a cadence-cut reference. Each cadence section below lists the Toast Web reports most useful at that frequency, what to use each one for, and where to find it. Reports that apply to more than one cadence appear in each relevant section.
Toast also sends a Daily and Weekly Performance Summary email — if your weekly review depends on the email, see Daily and Weekly Performance Email FAQ for what's included and how to manage recipients.
To change which day your reporting week starts on (Sunday vs. Monday), see Update First Day of the Week for Reporting.
"Payout" vs. "Payout Overview Report"
"Payout" can mean two different things in Toast.
The Payout Overview Report is a report in Toast Web at Toast Web > Reports > Payments > Payout overview. It consolidates Deposit Totals Overview, Settled Deposits Daily Breakdown, and Daily Card Activity into one view of all your payouts for a selected period.
A payout is the deposit that arrives in your bank account from Toast — the actual money. The Payout Overview Report lists payouts; it is not the deposit itself.
When this article says "Payout Overview Report," it means the report. When you need to investigate a missing or late deposit to your bank account, see What This Article Is Not For.
Weekly Reports
Use these reports every week to review sales, reconcile cash and credit, build the upcoming schedule, and verify payroll inputs.
Report
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What to use it for
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Where to find it
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Sales Summary
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Compare week-over-week sales, discounts, refunds, voids, and tips; reconcile expected vs. actual cash deposit for the week. See Sales Summary Report Overview.
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Toast Web > Reports > Sales > Sales summary — or select Sales summary under Quick Actions on the Toast Web homepage.
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Sales Breakdown
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Compare two sales metrics for the week — for example, sales category by service area, or item name by server. See Sales Reports Overview.
Note: If you need to view or export a report that contains sales data trends for a specific day or time period, please follow the steps described in View Daily Sales Data Trends Over Time.
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Toast Web > Reports > Sales > Sales breakdown.
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Product Mix (PMIX)
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Identify top-selling items week-over-week; spot trends when making menu changes. Use the Compare drop-down to view two weeks side by side. See Product Mix (PMIX) Report Overview.
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Toast Web > Reports > Menus > Product mix.
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Labor Summary
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Verify time entries, hours, overtime, and pay before each weekly or bi-weekly pay period. See Get Started With Analytics and Reports → Labor Reports.
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Toast Web > Reports > Labor > Labor summary.
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Hourly Sales
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Determine whether the restaurant is over- or under-staffed when building next week's schedule. Sales and labor costs are broken down in 15-minute intervals. Scroll to the Total row at the bottom for the day-or-week labor percentage.
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Toast Web > Reports > Labor > Hourly sales.
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Settled Deposits Daily Breakdown
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Reconcile credit card deposits day-by-day for the week. Shows totals by sales date, chargebacks, and refunds.
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Toast Web > Reports > Payments > Settled deposits daily breakdown.
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Deposit Totals Overview
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Check on any pending credit card batches when reconciling weekly.
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Toast Web > Reports > Payments > Deposit totals overview.
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Payout Overview Report
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See all weekly payouts in one view, with fees, withholdings, and refunds itemized per payout. See Reconciliation Report and Payout Details Overview.
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Toast Web > Reports > Payments > Payout overview.
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Cash Activity Audit
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Send weekly cash activity to your accountant. Use the download icon to export.
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Toast Web > Reports > Cash and loss management > Cash activity audit.
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Note: The Daily Performance Summary email is sent every day at 9 a.m. ET. The Weekly Performance Summary email is sent within five hours of your restaurant's business cutoff day — the day depends on your first-day-of-the-week setting. To manage recipients or troubleshoot a missing email, see Daily and Weekly Performance Email FAQ.
Monthly Reports
Use these reports monthly to compare month-over-month performance, send activity to an accountant, and review menu performance.
Report
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What to use it for
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Where to find it
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Sales Summary
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Compare month-over-month sales; export the full month's data for accountant review. See Sales Summary Report Overview.
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Toast Web > Reports > Sales > Sales summary.
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Sales Breakdown
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Track monthly sales by service area, learn which sales categories have the highest net sales for those areas.
Note: If you need to view or export a report that contains sales data trends for a specific day or time period, please follow the steps described in View Daily Sales Data Trends Over Time.
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Toast Web > Reports > Sales > Sales breakdown.
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Product Mix (PMIX)
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Review monthly menu performance; use the Compare feature to compare two months side by side; make month-end menu decisions.
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Toast Web > Reports > Menus > Product mix.
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Menu Breakdown
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Snapshot of menu performance across all of the restaurant group's locations for the month — items, modifiers, special requests, and Open Items.
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Toast Web > Reports > Menus > Menu breakdown.
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Location Overview (Labor)
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Compare net sales and labor costs across locations for the month.
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Toast Web > Reports > Labor > Location overview.
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Cash Activity Audit
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Send monthly cash activity to your accountant. Use the download icon to export and email.
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Toast Web > Reports > Cash and loss management > Cash activity audit.
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Settled Deposits Daily Breakdown
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Reconcile credit card deposits month-by-month. See Deposit Schedules Overview for when deposits arrive.
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Toast Web > Reports > Payments > Settled deposits daily breakdown.
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Payout Overview Report
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See all monthly payouts with fees, withholdings, and refunds itemized. See Reconciliation Report and Payout Details Overview.
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Toast Web > Reports > Payments > Payout overview.
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Note: Some restaurants need a printable monthly statement that combines cash and credit card sales totals. The View Monthly Statements feature lives in Toast Web.
Quarterly Reports
Use these reports quarterly to compare against the prior quarter or the same quarter last year, and to track multi-location performance.
Report
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What to use it for
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Where to find it
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Sales Summary
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Compare quarter-over-quarter sales using the date range filter; benchmark against the prior period or same quarter last year.
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Toast Web > Reports > Sales > Sales summary.
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Sales Breakdown
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Track quarterly sales by service area, sales category, dining option, or revenue center.
Note: If you need to view or export a report that contains sales data trends for a specific day or time period, please follow the steps described in View Daily Sales Data Trends Over Time.
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Toast Web > Reports > Sales > Sales breakdown.
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Sales Analytics
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View historical sales trends and use Compare Dates to compare the quarter to the prior period or the same quarter last year. See Get Started With Analytics and Reports → Comparative filter.
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Toast Web > Reports > Sales > Sales analytics.
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Location Overview (Labor)
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Compare net sales and labor across locations for the quarter.
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Toast Web > Reports > Labor > Location overview.
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Location Breakdown
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Compare sales totals across multiple locations for the quarter.
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Toast Web > Reports > Sales > Location breakdown.
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Yearly Reports
Use these reports annually for year-over-year comparison.
Report
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What to use it for
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Where to find it
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Sales Summary
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Year-over-year sales comparison across the full reporting calendar.
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Toast Web > Reports > Sales > Sales summary.
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Sales Analytics
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Use the Compare Dates filter to compare the year to the prior year.
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Toast Web > Reports > Sales > Sales analytics.
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Location Overview (Labor)
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Compare net sales and labor across all locations for the year.
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Toast Web > Reports > Labor > Location overview.
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Group Sales Overview
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Compare annual sales between locations and view Franchise Fee percentages in one report. See Sales Reports Overview.
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Toast Web > Reports > Sales > Group sales overview.
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Important: Year-over-year comparisons that include multiple locations across a wide date range can time out in Sales Analytics. Narrow the date range or reduce the number of locations selected, then try again. If the issue continues, contact Customer Care.
If Your Reports Don't Match
If two Toast Web reports show different numbers for the same period, the most likely causes are below. Match your situation to the row, then follow the link for the full explanation.
What you see
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Most common cause
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Where to go
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PMIX net sales don't match Sales Summary net sales
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PMIX excludes service charges, tips, partial refunds, and unlinked refunds. PMIX applies refunds to the original sale date; Sales Summary applies them on the refund date.
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Product Mix (PMIX) Report Overview → "Why do net sales on the PMIX report not match other sales reports?"
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Settled Deposits Daily Breakdown total doesn't match the Payout Overview Report
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The Payout Overview Report subtracts fees, withholdings, refunds, and Toast Capital deductions from each payout. Settled Deposits Daily Breakdown shows the gross card batch.
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Reconciliation Report and Payout Details Overview — use this as the source of truth for what hit your bank.
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Bank statement doesn't match Sales Summary
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Bank deposits net out fees and withholdings; Sales Summary shows gross. Refund timing also differs.
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Bank Statements and Sales Summary Report Do Not Match — Why does my bank statement don't match the numbers on the sales summary?
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Deposit amount doesn't match expected gross sales
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Sales are recorded when a check is opened; payouts settle later and include adjustments.
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Compare Deposits and Credit Card Sales — Why does my deposit amount don't match expected gross sales?
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Note: For canonical reconciliation between Settled Deposits and Payout Overview, the Reconciliation Report is the single source of truth — it shows each payout broken down line-by-line.
What This Article Is Not For
If your question matches one of these, the linked article is the better starting point.
What you need
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Where to go
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Set up or manage the Daily and Weekly Performance email
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Change which day your reporting week starts on (Sunday vs. Monday)
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Troubleshoot a missing or delayed credit card deposit
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Build a custom report or pull data not in a native report
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Reconcile a cash drawer (over/under)
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Change payroll frequency or pay cadence
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Troubleshoot why a report is missing from your navigation
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Get help with PMIX permissions or item visibility (size drop-downs, no-sales-category items)
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Product Mix (PMIX) Report Overview → Known limitations and FAQ.
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Frequently Asked Questions
Which Toast Web Reports Should I Run Every Week?
Run the Sales Summary, Sales Breakdown, Labor Summary, Hourly Sales, Settled Deposits Daily Breakdown, Deposit Totals Overview, Payout Overview Report, and Cash Activity Audit every week. See the Weekly Reports section above for what each one is used for and where to find it.
Which Toast Web Reports Should I Run Every Month?
Run the Sales Summary, Sales Breakdown, Product Mix (PMIX), Menu Breakdown, Location Overview (Labor), Cash Activity Audit, Settled Deposits Daily Breakdown, and Payout Overview Report monthly. Many restaurants share the Cash Activity Audit with their accountant monthly. See the Monthly Reports section above.
How Do I Reconcile Settled Deposits to the Payout Overview Report?
Also asked as:
"Why don't my deposits match my payout?"
"How do I reconcile to the daily sales if the amounts of the batch are different?"
"Settled Deposits Daily Breakdown does not match Payout overview."
To reconcile Settled Deposits to the Payout Overview Report, use the Reconciliation Report and Payout Details Overview as the source of truth. Settled Deposits Daily Breakdown shows gross credit card batches. The Payout Overview Report consolidates that data and subtracts fees, withholdings (including Toast Capital and Easy Pay), refunds, and Toast Delivery Services fees. If the two reports don't tie out, open the Reconciliation Report at Toast Web > Reports > Payments > Reconciliation — each payout line opens a Payout Details view showing every transaction, fee, and withholding that produced the deposit. See Reconciliation Report and Payout Details Overview.
Note: The Reconciliation Report is currently in limited release with select customers. If you don't see it in your navigation, use the Deposit Totals Overview and Settled Deposits Daily Breakdown reports together.
I Didn't Receive the Weekly Performance Email. What Should I Check?
Also asked as:
"I still haven't received the weekly performance summary"
"I didn't receive our weekly performance report"
To receive the Daily and Weekly Performance Summary email, three things must be true: you have the 4.1 Sales Reports user permission, you are listed as an active employee on the Employees page, and you are included in the Email Contact Settings group that receives the performance summary. If you were recently added as a financial contact, expect emails to be delayed until the next reporting cycle. For full troubleshooting steps, see Daily and Weekly Performance Email FAQ → "I'm unable to receive the daily and weekly performance email notifications. How do I fix this?"
Can I Get a Weekly View of a Metric That's Not in These Reports?
Also asked as:
"Custom reporting"
"I need better reporting showing each week what a salary manager's total wages were"
"weekly kitchen sales and sushi bar sales"
"weekly hourly payroll spend"
Toast Web reports cover the most common cuts of sales, labor, and payments data. If you need a cut that is not in a native report — for example, weekly hourly payroll spent by manager, or net sales split between kitchen stations — export the underlying report as Excel or CSV using the download icon, then analyze the data in a spreadsheet tool. Use Create Custom Reports for Toast POS or Toast Data Exports to export data from Toast Web or create custom reports for any variables that you require in the report.
How Do I Change My First Day of the Week for Reporting?
Also asked as:
"I need to change my first day of the week reporting from Monday to Sunday"
To change which day your reporting week starts on (Sunday vs. Monday), contact Customer Care — a representative can update this setting for your restaurant. The change affects every cadence report in this article and the day your Weekly Performance Summary email is sent. See Update First Day of the Week for Reporting.
Does the Same Report Show Up Under Multiple Cadences?
Yes. The Sales Summary, Sales Breakdown, Product Mix (PMIX), Settled Deposits Daily Breakdown, and Payout Overview Report each appear in more than one cadence section because they support multiple review frequencies. Use the date range filter on each report to choose the period you want — there is no separate "weekly Sales Summary" or "monthly Sales Summary" report; you change the date range to change the cadence.
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