Page Comparison

This article provides steps on how to run the Daily Sales Report (DSR) in the Decision Logic web application.

What is the Daily Sales Report?

The Daily Sales Report (DSR) is a detailed report which includes today’s date (the date you’re viewing the app) and the previous six days of daily sales and labor information obtained from the Point of Sale (POS) system. The report will load seven days of sales and labor data by default. However, you do have the option to By default, users can select the Fiscal Cycle or they can adjust the parameters to select off cycle dates.

Users can load up to 31 days of data by selecting the date range using the calendar . You or up to 1 year when viewing Totals Only. Users can use this report to validate daily sales and close procedures from the previous business day when used at the store level in conjunction with /wiki/spaces/DCKBA/pages/600866823. 

The data reported here are imported from your point of sale to Decision Logic via the Universal Data Transfer (UDT) Install OR via an API with your Point of Sale. 

The fields that report (presents data) are dependent depend on the fields configured with the correct Point of Sale identifier mapped in POS Admin.

Deposits, Paid Outs, and Paid Ins may need to be entered into the End of Day report depending on the Point of Sale integration. These types of fields may not automate for import into Decision Logic. 

How do I run the Daily Sales Report?

Below you will find how to view reporting regarding individual store-level, summary for multiple stores, and totals.

Individual Store - Stores Only

This report shows individual stores a breakdown of their daily sales based on the date or date range selected. Begin by navigating to:

Operations > End of Day > DSR

1. Select a Company, Region, Area, and Store.

2. Select a start and date from the CalendarStart and End Date Range. Users can select any date up to 1 year for for 31 days for an individual store-only view only.Click Apply to return data on the report

   1. Enforce Cycle is toggled on by default. This will force date selections by the calendar’s fiscal cycle.  The dot under a date represents the beginning of that fiscal cycle.

   2. Un-toggling Enforce Cycle allows users to double-tap to view a single date.

3. Select Stores Only to see each store detail.

4. Click Apply.

   Image Removed

Image Removed

1. Image Added

Example Results

Image Added

Summary Only

This report summarizes multiple stores in a region and area/group rolled up for an easy view. For this functionality, users will not select an individual store. Begin by navigating to:

Operations > End of Day > DSR

1. Select a Company, Region, or Areato get a summary of multiple stores rolled up into one report.

2. Select a start and end date from the Calendar. Users can select any date for 31 days for an individual store-only view.

   1. Enforce Cycle is toggled on by default. This will force selection by the calendar’s fiscal cycle.

      1. Un-toggling Enforce Cycle allows the user to double-tap a date to view a single date.

      2. The dot under a date represents the beginning of that fiscal cycle.

3. Select Summary Only to see all store’s summary in detail.

4. Click Apply.

   Image Added

Example Results

Image Added

Summary and Stores

This report summarizes multiple stores in a

Image Removed

Show Totals

region, area/group. Users can view the summary of a company, region, or area, which includes the breakdown for each store based on the parameters selected. For this functionality, users will not select an individual store. Begin by navigating to:

Operations > End of Day > DSR

1. Select a Company, Region, or Area.

2. Select a start and end date from the Calendar.

   1. Enforce Cycle is toggled on by default. This will force selection by the calendar’s fiscal cycle.

      1. Un-toggling Enforce Cycle allows the user to double-tap a date to view a single date.

      2. The dot under a date represents the beginning of that fiscal cycle.

3. Select Summary and Stores to see each store’s summary in detail.

4. Click Apply.

   Image Added

Example Results

Image Added

Totals Only

The Totals Only check box allows users to view only totals for each category. It is not broken out by each date selected in the date range parameter. Begin by navigating to:

Operations > End of Day > DSR

1. Select a Company, Region, Area, and Store.

2. Select a start and date from the Calendar. Users can select any date(s) for up to 1 year for individual store view only.

3. Check the box Show Totals.

4. Click Apply to return data on the report.

Image Removed

Report Layout

For questions on what DSR customization your company has in place, contact your Account Manager.

Here are the basic Sections of the DSR we report  

Basic Available Sections

Gross Sales

Voids

Comps or Complaints

Discounts / Promotions 

Payments

• Payments are electronic payment types + tips on electronic payment types.

• This will include Gift types redeemed.

• Payments will not automatically include Cash or Checks.

• Cash and Check should be entered as Deposits at the /wiki/spaces/DCKBA/pages/600866823.

Gifts

• Gift types sold

• Service Charges

Paid Out / Ins

• Paid outs and Paid ins from the point of sale do not automatically impact your COGS or IvA.

• The product associated with the paid out/in stores will need to create a Manual Receive order.

NET-NET Sales 

• Should match POS Systems NET Sales.

Labor Hours by Job Code

Labor Dollars by Job Code

Taxes

Accountability

Deposit

1. 1. Enforce Cycle is toggled on by default. This will force selection by the calendar’s cycle.

      1. Un-toggling Enforce Cycle allows the user to double-tap a date to view a single date.

      2. The dot under a date represents the beginning of that week’s fiscal cycle.

2. Select Sores Only, Summary Only, or Stores and Summary.

3. Check the box Totals Only.

   1. Stores Only show the total summary broken down for each store selected.

   2. Summary Only shows the total summary for all stores rolled together.

   3. Stores and Summary show the total summary for all stores and a breakdown by each store.

4. Click Apply.

   Image Added

Example Results - Summary Only

Image Added

Export CSV or Print

You can export the Daily Sales Report (DSR) as a CSV file or print the results. Begin by navigating to:

Operations > End of Day > DSR

1. Select a Company, Region, or Area.

2. Select a start and end date from the Calendar. Users can select any date for 31 days for an individual store-only view.

   1. Enforce Cycle is toggled on by default. This will force selection by the calendar’s cycle.

      1. Un-toggling Enforce Cycle allows the user to double-tap a date to view a single date.

      2. The dot under a date represents the beginning of that fiscal cycle.

3. Select Stores Only, Summary Only, or Summary and Stores to see each store’s summary in detail.

4. Check Totals Only if needed.

5. Click Apply.

   Image Added

6. Click Export CSV or Print.

   Image Added

The report exports as a .CSV file.

Example .CSV file.

Image Added

Calculations

Contact your Decision Logic Account Manager to assist with DSR customizations per company.

^[1] Total / Gross / Net / NetNet section naming

• If the first line on the DSR is Total Sales instead of Gross Sales, your company has opted to change the naming in your site from Gross/Net/NetNet to Total/Gross/Net.

^[2] Accountability O/S calculation

Export CSV & Print Overview

You can export and print your Daily Sales Report. The export and print options are located at the top right corner of the page.

Image Removed

When printing or exporting in .CSV format, all DSR data in the actively displayed report include using the CRAS, Date Range, Stores/Summary, and Totals Only selected.

Exporting

The report exports as a .CSV file. It will look slightly different than the table displayed in the web application.

Image Removed

Column Headers

• Name: Store, Group/Area, Store or Company

• Section Name: See “Basic Available Sections” above

• Field Name: Sub-Section description

• Department Name: Established in POS Admin

• Dates: m/d/yyyy

• Total: Sum of row values in the date range

Printing

The printing function is most commonly used to save the report as a PDF or other file type.

Extensive date selections may extend the report beyond standard width, depending on the default settings of your computer/device.

Consider the following to accommodate this:

• Change the Layout from Portrait to Landscape

• Customize the Scale down from 100% until you achieve the desired results

• Reduce the Margins

• Disinclude Headers and Footers

• Increase the number of Pages per Sheet

• Limit Date Ranges and print/save reports separately

Unable to access this feature in the Decision Logic platform?