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Back Office Store Summary Report

February 7, 2024

Description

How to run the Store Summary report in the Back Office to view sales, payment types, discounts, ticket amounts and more

What's in this article?

The Store Summary report provides an ongoing “check-in” of your store using a date range and selling location.

Link to guided demo

To run the Store Summary report

  1. In the Back Office, select Results tab.
  2. Select Reports subtab.
  3. In the left navigation, select Store Summary.
    Date range and filter selections to generate the Store Summary report
  4. Select the date range.
  5. Click the refresh icon to generate the report.

The Store Summary report shows the following:

Store Summary report fields and their descriptions
FieldDescription
Gross SalesTotal sales before discounts, overrides, and returns.
Net SalesSales amount after discounts, overrides, and returns have been applied excluding taxes and tips.
Ticket TotalThe net sales plus taxes and tips. The Average is the average dollar amount for each line item or row, calculated by taking the total dollar amount for each line item and dividing it by the number of transactions. 
Payment TypesAdditional information for each payment type, including the number of transactions per payment type (quantity), the tip amount, the sales amount, and the total amount. The Over/Short for cash reflects the over or short for that day’s close, if one took place. If there were multiple closes, the report would show the cumulative amount for the day.
Payins/ Payouts/ Cash DepositsThe quantity and amount of Pay Ins, Pay Outs, and Deposits for the day. If a close was not performed on that day, the deposits will show as $0.00. If multiple closes occurred, the report will show the cumulative amount.
Tax CategoriesThe Taxable subtotal for each Tax Category and the Dollar amount applied to each.
No SalesThe number of times a No Sale was performed.
Discount NamesThe name, Quantity, and Discount Amount of all discounts given at the point of sale.
Price OverridesHow many overrides (listed by override reason) were made (Quantity) and the total amount of money that was reduced from retail value (Reduction Amount).
Cleared TicketsThe number of Cleared Tickets and the dollar amount.
Cleared ItemsThe number of Cleared Items and the dollar amount.


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