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, include tips, 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.