The Daily Sales report is a Sales report that gives a comprehensive breakdown of the daily sales for a location. The values in this report are a combination of different data points across the system and are not directly pulled from any one report. It is not recommended to attempt to compare these numbers exactly with values from other reports since some of the values calculated in this report have very specific calculations
The Daily sales report has no filtering options. This report can only be generated for one site at a time, and only for one day at a time
This report can be exported to CSV, Excel and PDF
HQ Reports
On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Sales reports select the Daily Sales report
The Daily Sales report has no filtering options
Daily Sales report fields
| FIELD | DESCRIPTION |
| NET SALES | Total sales minus any discounts, comps, refunds, donations, fees, etc. |
| + SERVICE CHARGES | Service charges include charged tips, and any products marked with the "Service charge" or "donation" flag, and gift cards issued |
| + TAX COLLECTED | The amount collected in tax revenue |
| TOTAL REVENUE | Net sales + service charges + tax collected |
| TAXABLE SALES | Net sales that do not have a tax exemption applied |
| TAX EXEMPT SALES | Total sales that have had a tax exemption applied |
| TOTAL DISCOUNTS | The total amount that has been discounted from checks |
| FIELD | DESCRIPTION |
| VOIDS | Total amount of voids |
| CREDIT TOTALS | Total amount of taxes that applied to voids/comps/discounts/refunds |
| DONATIONS | Total amount of donations (This would be a product that has the donation flag) |
| GROSS RECEIPTS | This is the total revenue prior to deducting voids, donations, refunds, and discounts |
| TRAINING TOTAL | The amount of sales that took place in a training mode configured service |
| FIELD | DESCRIPTION |
| CARRIED OVER | The number of checks that were still open, as well as the sum of the unpaid balance that was carried over from the prior trading day. This number will match the "Outstanding" amount for the prior trading day. This number is the sum of Start of Day System Tenders applied to checks with a non-zero balance. |
| + CHECKS BEGUN |
The number of new checks that were started during the trading day |
| - CHECKS PAID | The number of payments that have been applied during the trading day |
| = OUTSTANDING | The number of checks that were still open, as well as the unpaid balance that was outstanding at the end of the current trading day. This number will match the "Carried Over" amount for the following trading day. This number is the sum of End of Day System Tenders applied to checks with a non-zero balance. |
| FIELD | DESCRIPTION |
| CHARGED TIPS | The total amount of credit card + gift card tips + other tips received by all staff (this number is included in the + Service Charge value) |
| + CASH TIPS DECL | The total amount of cash tips declared by all staff upon clockout |
| = TOTAL TIPS | Charged tips + Cash tips declared |
| FIELD | DESCRIPTION |
| ORDER TYPE | The service |
| NET SALES | Net sales for that service |
| % OF TOTAL | Net sales for that service as a percentage of total sales |
| GUESTS |
Number of guests entered on checks for that service (this number will match the number of checks for any service that only has one destination) |
| % OF TOTAL | Number of guests for that service as a percentage of total guests |
| AVG/GUEST | The average dollar amount spent per guest for that service (net sales/guests) |
| CHECKS | The total amount of checks for that service |
| % OF TOTAL | The total amount of checks for that service as a percentage of total checks |
| AVG/CHK | The average dollar amount spent per check for that service |
| TABLES | The total number of checks opened for a particular table (this will always equal the number of checks) |
| % OF TOTAL | The total number of tables as a percentage of total tables |
| AVG/TBL | The average dollar amount spent per table |
| TURN TIME (MINS) | The average amount of time from when a check was opened to when the check was closed |
| TOTAL (BOTTOM LINE) |
The totals of all non percentage columns from each service |
| FIELD | DESCRIPTION |
| MAIN CATEGORIES | This section of the report will display the total amount of products as well as the net sales of any main categories that have been configured. For more information on main categories, see the article for adding categories |
| NA (OTHER) | This section will display the total amount of products sold under any categories that are not specified in a main category |
| SUB TOTAL | The total amount of products sold and the net sales |
| NET SALES | The net sales of all products sold. This matches the subtotal amount and the Net Sales amount at the top of the report |
| + TAX | The total tax collected for all sales. This matches the + Tax Collected amount |
| = GROSS SALES | Net sales + tax. This number does not include the Service Charge amount |
| OLO CREDIT CARD BRANDS | Credit Card payments accepted via the OLO website, not through a delivery service provider. This number is not included in the Total Tenders line on the bottom right of the report |
| FIELD | DESCRIPTION |
| COMPS | Number of comps and dollar amount that was comped |
| MAIN DISCOUNTS | This section of the report will display any main discounts that have been configured showing the amount of products discounted and the dollar amount that has been discounted. For more information on how to configure a main discount, see the article on creating discounts |
| DISCOUNTS | Total number of products that have been discounted and the dollar amount that has been discounted |
| GIFT CARD ISSUE | The number of new gift cards activated and the dollar amount that has been issued |
| GC ADD VALUE | The number of existing gift cards that have been reloaded and the dollar amount that has been applied |
| GIFT CARDS REDEEM | The amount of sales for redeemed gift cards |
| SERVICE CHARGES | This number is specific to only products that are flagged as a "service charge" and does not include charged tips |
| DONATIONS | The number of products flagged as a donation and the dollar amount sold |
| GIFTCARD TIPS | The total amount of tips applied to gift card payments |
| OTHER TIPS | The total amount of tips applied to custom tenders |
| FIELD | DESCRIPTION |
| CREDIT CARD BRAND | The amount of payments taken and the dollar amount captured for the major credit card brands |
| CASH | The number of cash payments and the total dollar value of cash payments |
| CUSTOM TENDERS | The number of payments for each custom tender type received and the total dollar amount for each one |
| GIFT CARDS | The number of gift cards redeemed and the dollar amount received |
| TOTAL TENDERS | Total number of payments received and the dollar amount (does not include payments taken through the OLO website) |
| CASH | The number of cash payments and the total number of cash taken in |
| + PAID INS | The number and amount of "paid in" no sale functions performed |
| - PAID OUTS | The number and amount of "paid out" no sale functions performed |
| - TIPS PAID | The number of charged tips that have to be paid to staff |
| - GIFT CARD CASHOUT | The number and dollar amount of gift cards that have been redeemed for cash |
| CASH DUE | The total expected cash for the site for that trading day |