Daily Sales Report Overview

1. How to check the daily sales report.
2. How to apply the custom filter options to filter the daily sales report data.
3. Grouping options to get the daily sales data in a specific manner.
   

1. Reaching the "Daily Sales Report"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Store
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Daily Sales
   

  Figure 1.1

2. Generating the "Daily Sales Report"

1. Navigate to the Daily Sales Report Summary screen.
   
2. Select the desired date range and click "Generate Report" to view the Daily Sales Report for that specific date range.
   
1. Based on your requirements, you can use the filters Group By Location, Include In Sales Reporting, Filter the Sales By, and Reconciliation Type. You can use multiple filters to make the report more specific. For more information, please refer to point 3, "Report Filter Options."
   
2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
   
3. When you click the "Generate Report" button after selecting the date range, the system displays the day-wise sales records, as shown in Figure 2.1.
   

Report Columns:

1. Sales Day: This column shows the sales date.
   
2. Gross Sales: This column shows the total sales for the day.
   
3. Net Sales: This column displays the total sales value, excluding tax calculation. [Net Sales = Gross Sales - Taxes]
   
4. Manual Discount: This column displays the amount of the manual discount entered by the cashier during checkout.
   
5. System Discount: This column shows the system discounts applied during the checkout.
   
6. Adj. Net Sales: This column displays the total of adjusted sales, excluding discounts and tax values. [Adj Net Sales = Gross Sales - Discount - Taxes]
   
7. Taxes: This column displays the applicable tax amount for each item.
   
8. Cash: This column shows the value paid in cash.
   
9. Credit/Debit: This column displays the value paid using a credit or debit card.
   
10. Gift Cards: This column displays the gift card amount used during the payment.
    
11. Store Coupons: This column displays the amount of the store coupon used during the payment process.
    
12. Manufacturer Coupons: This column indicates the number of manufacturer coupons used during the payment.
    
13. Payins: This column shows any payment made in the Payin mode. 
    
14. Expected Cash: This column shows the expected cash based on the selected Reconciliation Type. 
    
15. Actual Cash: This column shows the actual cash the system receives.
    
16. Difference: This column displays the difference between the expected and actual cash, if any. 
    
17. Is Audited: This column indicates whether the transaction record has been audited.
    
18. Payouts: This column represents the amounts paid from the cash drawer for in-house activities, such as paying cleaners.
    
19. Tender Amount: This column represents the payment modes utilized to complete the sales.
    
20. Cost of Goods Sold: This column represents the cost of sold goods. 
    
21. Buydown: This column represents the total buydown amount that is applied to the items during sales.
    
22. Gross Profit: This column represents the total margin of the sold quantity, calculated after deducting Buydowns and Discounts. [$ Margin = Adj Net Sales - Cost of Goods Sold]
    
23. Profit Margin: This represents the margin as a percentage of gains or losses. The % Margin will calculate the margin against the total retail value as a percentage. [% Margin = ($ Margin*100) / Adj Retail]
    

3. Report Filters

1. Date Range & Presets: This filter lets you select the report's time interval. 3.1 Date Range & Presets explains further details.  
   
2. Group By Location: This filter lets you view records organized by Location or Location Groups. For further details, refer to Section 3.2 Group By Location.
   
3. Include In Sales Reporting: The Include In Sales Reporting drop-down allows you to filter department sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. For further details, please refer to section 3.3, Include In Sales Reporting. 
4. Filter the Sales By: The Filter By Sales By drop-down lets you view the report based on three parameters: All Sales, E-Commerce Sales and In-Store Sales. Section 3.4 Filter the Sales By explains further details. 
   
5. Reconciliation Type: The Reconciliation Type filter lets you view the report based on two parameters: Shift Reconciliation and Daily Reconciliation. Section 3.5 Reconciliation Type explains further details. 
   
6. Checkbox Filter: 
   
1. After Midnight: The After Midnight checkbox lets you view the daily sales data for the sales that occurred after midnight (overnight). Section 3.6 Checkbox Filters explains further details. 
   
   

3.1 Date Range

1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 3.1.1.
   
2. Select the specific date and time. Alternatively, manually enter the date in MM/DD/YYYY format.
   
3. Click inside the End Date field and follow the same process. 
   
4. After selecting the appropriate filters, click "Generate Report."
   

 

3.2 Group By Location

1. None: By default, the system selects this option and generates the report, as shown in Figure 2.1.
   
2. Location: When you select this option to generate the report, a top bar will appear, displaying the location name you have chosen from the left panel for the report, as shown in Figure 3.2.2.
   

   Figure 3.2.2

1. Location Group: When you select this option to generate the report: 
   
1. The Include Location Group(s) drop-down will appear. This will display all the location groups that you have access to. [If you have access to the four stores in the Current Location drop-down on the left panel, the Include Location Group(s) drop-down will display all location groups that include those four locations.]
   
2. A top bar will appear, displaying the location group name to which your selected location belongs. 
   

               Figure 3.2.3

 

What is "Include In Sales Reporting?" 

When creating or editing a "Department", the corporate employee can use the "Include in Sales Reporting" feature to determine whether to include the department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.

1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.
   

When generating the report, you or the corporate employee can view the report records based on three options: all departments, departments with the "Include In Sales Reporting" button enabled, and departments with the "Include In Sales Reporting" button disabled. These options are available via the menu selections "All Departments," "Only Include in Sales Reporting," and "Not Include in Sales Reporting," as shown in Figure 3.3.1.

1.  All Departments: By default, the system selects this option, displaying items from all departments.  
2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
3. Not Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled. 
   

1. E-Commerce Sales: This option generates a report displaying sales data for items sold exclusively through the E-Commerce website. 
2. In-Store Sales: This option generates a report displaying sales data for items sold exclusively in the store. 
   

1. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.
   

3.5 Reconciliation Type

1. Shift Reconciliation: If you choose this option, the system will generate the report based on the shift reconciliation. 
   
2. Daily Reconciliation: If you choose this option, the system will generate the report based on the daily reconciliation.  
   

Report based on Shift Reconciliation Vs. Report based on Daily Reconciliation:

1. When you generate the report based on shift reconciliation, it will show records from all shift reconciliations.  
2. When you generate the report based on daily reconciliation, the system will show the records based on daily reconciliation. When performing Daily Reconciliation, the manager can include or exclude the current date's shifts. Based on the manager's selection, the system will consist of or exclude some records in the report. However, the report format will be the same in both cases. 
   

1. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.
   

3.6 Checkbox Filters

What is the "After Midnight" feature, and how is it useful?

1. The After Midnight feature in FTx Cloud POS includes sales made after midnight during the previous business day. This is especially helpful for businesses like restaurants, bars, and convenience stores that operate past midnight. It ensures accurate daily sales reporting, aligns with employee shifts, and simplifies end-of-day reconciliation. For example, a sale at 1:30 AM can be recorded under the prior day's report if the cutoff time is set accordingly. This feature helps maintain consistency in reports and operations.
   
2. Typically, a day runs from 00:00 to 23:59. However, you can select a different end time to analyze sales data over a different time frame. 
   

1. Tick the After Midnight checkbox.
   
2. The Day Ends At drop-down will appear, as Figure 3.6.1 shows. Select the required end time and click "Generate Report."
   

   Figure 3.6.1