The Daily Sales report compares this year's sales to sales from the previous year for each selected location. With this report, users can get a deeper look into Day Part Sales and Check Counts to better understand what is driving an increase or decrease in sales.
This report is a more in-depth version of the Sales report and provides users with a deeper analysis than the Flash report due to the fact that it includes check count, labor, cash deposits, and the grand total. This report can even be viewed on the mobile app.
Note: Dates shown in this report are based on the operational calendar.
Article Topics
Navigation
- In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears. - At the top of the My Reports screen, select Financial.
The screen generates a list of reports in alphabetical order. - Locate the Daily Sales Report.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
Field | Description | |
1 | Filter By | Location reporting category by which to filter the report. Note: Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
2 | Filter | Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report. For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category. Note: Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
3 | Date Range | Allows the user to choose how to set the date range for the report.
|
4 | As Of / Start / End | Dates for which to run the report.
|
5 | Group By Comp Store | Determines whether locations are grouped by comparable stores or listed alphabetically.
Note: Comp Store groupings only occur if the Comp Start and End Date are entered on the Location record. |
6 | Gross Sales | Determines whether the top section of the report displays gross sales or net sales.
|
7 | YoY Comparison | Compares the current year's values for the selected As Of date against the same date from the prior year (PY), the year before last (2YAGO), or three years ago (3YAGO). |
8 | View options | Provides the user with options to select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
9 | Run | Generates the report. The green arrow button opens a drop-down from which users can Export, Email, or Print the report. |
Report Columns
The Daily Sales report is broken down into several sections, including Gross/Net Sales, Sales By Day Part, Check Count. Avg Check. Labor Percent, Cash Deposit, and Grand Totals. Each section compares data across the locations selected in the report parameters.
Column | Description |
Today | Compares the actual sales from the As Of date to sales from the same day of the week the previous week and sales from the same day of the same week one, two, or three years prior. The percent of variance appears in green or red to indicate a growth or loss in sales. |
Prior 7 Days | Compares the actual sales from the seven days prior to the As Of date to sales from the previous seven days and sales from the same seven days one, two, or three years prior. The percent of variance appears in green or red to indicate a growth or loss in sales. |
Week To Date | Compares the actual sales from the week to date to sales from the previous week and sales from the same week one, two, or three years prior. The percent of variance appears in green or red to indicate a growth or loss in sales. |
Period To Date | Compares the actual sales from the period to sales from the previous period and sales from the same same period one, two, or three years prior. The percent of variance appears in green or red to indicate a growth or loss in sales. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.