All Day Sales Report

To access the All Day Sales Report in the SoftPoint dashboard:

1. Navigate to Reports: Select Reports under the "OPERATIONS" tab on the left.
2. Find the Sales Section: On the right, scroll down to the Sales section and click View next to "All Day Sales Report."
3. Select Date Range: Choose the date range at the top of the report (today, yesterday, or a custom range).
4. Apply Filters: Use the Filter button to search by revenue center, transaction types, employees, and choose whether to include or exclude voids.

The report will be broken down into the following sections:

• Sales and Taxes Summary: Displays total net sales, including tax, tips, surcharges, donations, refunds, and total sales.
• Sales Categories: Shows each item assigned to a category, including quantity and price.
• Donations and Surcharges: Displays donations and surcharges for the day.
• Payment Details: Breaks down sales by card type (AMEX, MasterCard, Visa, Discover, Other), including:
  • Total Payments (POS Payments, Standalone Payments, Processor Payments)
  • Total Payments vs. Total Sales (Total Paid, Total Unpaid, Total Refunds, Total Voids)
  • Surcharge Discrepancy Amount
  • Unknown Discrepancy Amount
• Server Tip-outs: Shows total cash payments, cash adjustment, cash before tip-outs, cash gratuity, credit/non-cash gratuity, credit/non-cash tips, and total tips.
• Discounts: Displays discounts applied and the total amount for the day.

5. Export the Report: Click the Export button in the top right corner to export the report as an Excel, PDF, or CSV file.