Retail Back Office: Daily Summary Report

Retail Back Office: Daily Summary Report


Navigation: Sign into the Back Office for your Retail Store, then select Reports > Daily Summary.
          
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The Daily Summary page displays sales revenue information, with a table broken down by Date, Department and Revenue sources.

Select the Department, Tax, and Time Period.

  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 the Tax(es) (one or more, set in Back Office) from the dropdown.


Once the Department, Tax(es), and Time Period have been selected - click Apply.

Daily Summary Table

The Daily Summary table is populated, containing the below columns:

  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.


Summary Table

Appears below the 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.


Deposits Table

Appears below the Overview table, on the right side.

  1. Method: The method of payment(s) deposited for the day.
  2. Total: The sum of all deposits.


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. Total: The total amount (in currency) of sales for the Card Type.
  4. Credits: The total amount of Credits generated for the Card Type.
  5. Net: The total Net Amount of sales for the Card Type.
  6. Total: Sum of all the values in all columns.

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