The end-of-day report is an important report for retailers to ensure financial control, optimize operations, and make data-driven decisions that support the growth and sustainability of the business.
To access this report, navigate to the Reporting page on the dashboard. The opening page will you give high level business metrics at a glance.
Scrolling down, the middle of the page highlights the End of Day report with a graph that shows the hourly sales of the day in real time. You can hover over any part of the graph and the specific data will pop up. This report helps close out the day by providing the necessary data and information needed about your sales, payments, and tills.
Tap onto View End of Day Report to take you to a detailed analysis of your End of Day sales.
This report defaults to today's date, but you have the option to adjust the date as needed. To change date > tap the date at the top left of the screen.
Name | Description of Report | Primary Report  |
Sales Summary | Breakdown of your day in Gross Sales (Items, Bottle Deposits, Discounts and Rewards), Refunds, Net Sales, Tips, Cashback, and Store Gift Cards. This will all add up to Total Payments Expected. If there is a Till Difference, the Total Payment Collected might be different. | Sales Overview |
Cash Summary | Breakdown of your Till, calculating Starting Amount, Cash Payments, Cash Refunds, Cashback, Pay In/Pay Out which helps us calculate the Till Difference and the Net Cash. | Tills |
Department Sales | View your sales across all of your products by each department and/or sub department. You will be able to see the breakdown of the data through Item Quantity, Item Sales, Discounts and Rewards, Bottle Deposit Total, Net Sales, and Gross Margin. You can click into them for more detailed reports. | Item Sales |
Till Summary | Overview of the till balances for the day | Tills |
Payments by Cashier | Breakdown of payments that each cashier has processed | Payments |
Payments by Register | Overview of payments processed per lane/register | Payments
|
You can tap the arrow on any of these reports to take you to the primary report from which this summary is drawn.
Store Gift Cards
Store Gift Cards are not counted towards overall sales but will show up on this report.
Deposits: Total $ amount of gift cards that were purchased
Redemptions: Transactions that were paid by gift cards
Refunds: Refunds issued to gift cards
Total Card Adjustments: Total $ amount of modified balances & new gift cards that were issued in the back office.
Exciting New Feature: You now have the ability to Print the End of Day report from both the back office and POS!
Printing at the Point-Of-Sale
Managers are able to print the End of Day report from the Point-of-Sale by accessing the Reporting mode while logged in.
This report will print the same summaries as the End of Day report in the Backoffice including:
Sales
Payments
Sales
Department sales
Tills
Alternatively, after logging into the POS as a Manager, you can access the End of Day Report by selecting View Reports
Printing from the back office
Press Print at the top right hand corner to print the PDF version of the report from any printer connected to your desktop.
