The End of Day Summary report gives you a snapshot of all your sales data for the day.
Table of contents
Getting started
Access
To access this report:
- Go to the Reports module in the Backoffice.
- Click Sales and search End of Day Summary report in the search bar.
- Click on the report to bring up the report page.
Default dates and search criteria
Default search dates start 7 days from the current date using your local timezone, but you can customize the start and end date of your report. All Sales Reports use order date as the search criteria, and each record pulled is related to close or completed orders. For the End of Day Summary report, each row represents a different day within the range selected.
Using the End of day summary report
This report is used to compare sales per day over a range of time. When you run this report you can access data like total sales, net sales, taxes, discounts, etc. The End of Day Summary report can help you with question such as:
- How much in returns were processed for a given day?
- How much profit did you make?
- How much in taxes did you collect?
- How much money did I collect via each payment method?
- How many items were sold?
- How many transactions were completed?
Column configuration
Columns in this report can be rearranged or removed to give you a better snapshot at the exact data you want to see. After running the report, if there are columns you wish to configure, click the Settings gear on the right hand side of the report table to unselect a column and drag and drop the column order.
Descriptions and calculations
The table below provides a description of each of the columns in this report and whether this field is calculated or is base data. Calculated data type describes columns that are made up of multiple points of data being combined such as Net Sales, Gross Sales, or Total Inventory Sold. A Base data type describes data derived from a single point of interest such as a Package ID, Category, or Location Name.
Column/Field Name | Data Type | Description |
Location Name | Base data | Name of the specific location under an organization in which the data on the report is associated. |
Order Date | Base data | The date the order was completed |
Gross Sales | Calculation | Gross Sales is the Price multiplied by Quantity sold for every item sold in the selected time range. |
Returned Amount | Calculation | Total monetary amount of the items returned. |
Discounted Amount | Calculation | Total amount of the discount(s) applied, excluding loyalty as discount. |
Coupon Amount | Calculation | The amount of money in redeemed coupons. |
Loyalty as Payment | Calculation | Amount of loyalty applied directly to the cart (post-tax) as a redemption method which is spread evenly across all items in the cart. |
Tax Amount | Calculation | Total amount of tax that consumers paid for completed orders. |
Net Sales | Calculation | Total amount of gross sales minus discounts, returns, and loyalty applied as discounts. |
Invoice Total | Calculation | Net Sales plus Taxes, Revenue fees, Non Revenue fees, and Rounding minus Loyalty as Payment. Does not include tips. |
Loyalty Earned | Calculation | Amount of loyalty earned for the order. Loyalty points are earned before tax and after discounts. |
Cash Returned to Customer | Calculation | The amount of money in cash that is returned to the customer at the time of sale. For example, this would be $2 if a customer bought $18 worth of product with a $20 bill. This could also be cash given back during a refund (if it's a cash refund) |
Inventory Cost | Calculation | Wholesale cost of the inventory sold. |
Inventory Profit | Calculation | Amount profited from the inventory sold, which is calculated as Net Sales minus the Inventory Costs |
Net Cash | Calculation | Net Cash is cash received for orders, minus the Cash Returned to Customers. |
Net AOV | Calculation | Net average order value. Calculated by dividing Net Sales by the # of Total Orders completed during the selected time range. |
Total Orders | Calculation | The total number of Orders that are successfully completed and closed out in the given time range. |
Total Inventory Sold | Calculation | Total units of inventory sold. Weight-based items are counted as one item regardless of weight. Inventory types are either Quantity, Weight or Volume. Each type will have an associated default unit. |
Amount Paid in Cash | Calculation | Amount cash received in an order. |
Amount Paid in Debit | Calculation | Amount charged to a debit card for an order. |
Amount Paid in Credit | Calculation | Amount paid using a credit card. |
Amount Paid in Check | Calculation | Amount paid using a check. |
Amount Paid in Gift Cards | Calculation | Amount redeemed by a gift card for the order. |
Amount Paid in Electronic | Calculation | Amount received in a payment associated with digital payments. |
Amount Paid in Dutchie Pay | Calculation | Amount received in a Dutchie Pay payment, or Merrco in Canada. |
Amount Paid in MMAP | Calculation | Amount charged to MMAP card. |
Cannabis Gross Sales | Calculation | Total amount of cannabis sales (price multiplied by quantity) without any deductions. |
Non-Cannabis Gross Sales | Calculation | Total amount of non-cannabis sales (price multiplied by quantity) without any deductions. |
Cannabis Net Sales | Calculation | Cannabis Gross Sales minus discounts, returns, and loyalty applied as discounts for cannabis items. |
Non-Cannabis Net Sales | Calculation | Non-Cannabis Gross Sales minus discounts, returns, and loyalty applied as discounts for non-cannabis items. |
Cannabis Discount Amount | Calculation | The amount of the discount on Cannabis products. |
Non-Cannabis Discount Amount | Calculation | The amount of the discount on non-cannabis products. |
Total Weight Sold | Calculation | This field is calculated by multiplying the units sold by the unit weight sold. |
Cannabis Inventory Sold | Calculation | Total number of cannabis inventory units sold. |
Non-Cannabis Inventory Sold | Calculation | Total number of non-cannabis inventory units sold. |
Total Delivery Orders | Filter | The number of delivery orders completed. |