The Cash Sheet Report provides a high-level overview of gross and net sales for a selected location in a given time frame. This report is useful for franchise owners who want to check up on the performance of one or more locations.
Gross sales refers to the total of all related sales transactions in a given time frame. Gross sales does not account for cost of sales or deductions, such as comps and discounts.
Net sales refers to the total of all related sales transactions in a given time frame minus the cost of sale and deductions, such as comps and discounts.
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 Op.Analysis.
The screen generates a list of reports in alphabetical order. - Locate the Cash Sheet Report.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
| Field | Description | |
| 1 | Location | Select the location for which to run the report. |
| 2 | Start | Select the first date to include in the report. The selected Start and End dates create the date range for the report. |
| 3 | End | Select the last date to include in the report. The selected Start and End dates create the date range for the report. |
| 4 | Report Format | Choose whether to generate the report in an expanded or collapsed view. |
| 5 | Display Totals Only | If set to Yes, the report only displays columns containing totals. |
| 6 | View controls | Select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
| 7 | Run | Generate the report. Select the arrow to Export, Email, or Print the report.  |
Report Rows
| Row | Description |
| Cash Reconciliation | Gross and net sales for each day of the week as well as weekly totals. |
| DSS | Sales data from the Daily Sales Summary for each day of the week as well as weekly totals. |
| Tax | Sales tax amounts for each day of the week as well as the weekly total. |
| Payment Types | Amounts for each payment type, including cash, comps, credit cards, discounts, and voided transactions. |
| Service Type | Amounts for services, such as Dine In, Take Out, or Drive Thru. |
| Sales Accounts | Amounts for each sales account, including all items assigned to the sales category. This section also includes a separate Tip row which can be expanded to show tip data. |
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.