Question
How do I access sales reports?
Where can I find sales reporting?
Where can I locate my restaurant's sales reports on Toast Web?
How do I find revenue reports?
Where is my monthly sales report?
How do I view my sales data in Toast Web?
Answer
The fastest way to reach your sales data is the Sales Summary report. In Toast Web, navigate to Reports > Sales > Sales summary, or you may select Sales summary from the Quick actions section on the homepage. You can use the date drop-down filter above the report to filter by a specific time-frame such as today, yesterday, this week, this month, or a custom date range.
To view sales data, you'll need the 4.1 Sales Reports permission, if you are unable to view the report, see Why can't I access a report in Toast Web?
Which sales report should I use?
I want to…
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Report
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Navigation in Toast Web
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View overall sales, revenue by category, tips, taxes, and more for any date range
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Sales Summary
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Reports > Sales > Sales summary
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Compare sales across two date ranges or locations
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Sales Analytics
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Reports > Sales > Sales analytics
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Compare sales categories for any date range
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Sales Breakdown
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Reports > Sales > Sales Breakdown
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View sales from my Toast Website or Branded Mobile App
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Digital storefront
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Reports > Sales > Digital order sources
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Analyze payouts (deposits) by date or batch
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Settled Deposits Daily Breakdown
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Reports > Payments > Settled deposits daily breakdown
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Filter and export the Sales Summary
Use the More filters option above the report to narrow your results by revenue center, service area, dining option, or hours of the day. To export the report, select the download icon in the top right corner and choose CSV or XLS.
Note: The Sales Summary shows data from the past 15 months. For data older than 15 months, contact Customer Care.