Overview Report

Written By David Henkel

Last updated Over 1 year ago

Viewing the Overview Report in Sales Reports

The Overview Report in the BackOffice provides a comprehensive summary of your sales performance within a specified date and time range. Follow the steps below to access and utilize this report:

  1. Navigate to the Sales Reports section in the BackOffice and select Overview Report.

  2. Choose the desired date range and optionally select a time of day range to refine your data.

  3. Use the menu in the upper-right corner of the report screen to download the report as a PDF or XLSX file.

Report Details

The Overview Report provides a breakdown of your business performance, including:

  • Graph of Gross Sales: A visual representation of your gross sales for the selected time period.

  • Financial Breakdown:

    • Gross Sales, Refunds, Discounts, Cash Discounts, and Net Sales

    • Sales Tax, Tips and Gratuity, Gift Card Sales, and Payments on House Accounts

    • Total Collected

  • Dining Option Sales: Sales figures for Dine-In and To-Go orders.

  • Department Sales: Sales performance segmented by departments.

  • Summary of Receipts: Total payments collected by method, including Card, Cash, Check, Gift Card, and third-party integrations like GrubHub and DoorDash.

  • Cash Payments Summary: Total cash received, adjustments made to cash totals, and the expected cash deposit.

  • Taxable vs. Non-taxable Sales: A comparison of taxable and non-taxable net sales.

  • Voids: Data on voided amounts, orders, and items.