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This article explains provides steps on how to run the Daily Sales Report is and includes high-level information about the layout of this reporting feature.
Navigation
Operations > End of Day > DSR (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 6 six days of daily sales and labor information obtained from the Point of Sale system. The report will load seven days of sales and labor data by default. However, you do have the option to load up to 31 days of data by selecting the date range using the calendar.
You 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 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 manually 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.
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For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center. |
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
Begin by navigating to:
Operations > End of Day > DSR
Select a Company, Region, Area, or and Store.
Select a start and date from the Calendar. Users can select any date up to 1 year for individual store view only.
Click Apply to return data on the report.
Select Stores Only to see each store detail.
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Summary
Begin by navigating to:
Operations > End of Day > DSR
Select a Company, Region, or Area to get a summary of multiple stores rolled up into one report.
Select a start and date from the Calendar.
Select Summary Only to see a summary of totals for the stores(s) and date(s) selected.
Click Apply to return data on the report.
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Show Totals
Begin by navigating to:
Operations > End of Day > DSR
Select a Company, Region, Area, or and Store.
Select a start and date from the Calendar. Users can select any date up to 1 year for individual store view only.
Check the box Show Totals.
Click Apply to return data on the report.
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Viewing theReport Layout
Field names will vary depending on your Point of Sale, your company-specific DSR customization, and mapped in POS Admin.
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 into 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
Cash O/S
Calculations
Metric | Calculation | Other Notes |
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Gross Sales [1] | All System Sales - Exclusive Taxes | Includes the Inclusive Sales Taxes. |
Net Sales [1] | Gross Sales - Voids | |
NetNet Sales [1] | Net Sales - Comps - Discounts | This a Decision Logic terminology. |
Payments | Electronic payment types + Tips on electronic payment types | Includes redeemed Gift Types. Excludes Cash & Check payments. Cash & Check payment should be entered as Deposits at /wiki/spaces/DCKBA/pages/600866823. |
Accountability | see Cash Accountability or /wiki/spaces/DCKBA/pages/600866823 | |
Cash Over Short [2] | Deposit - Accountability | The website can customize this as Accountability - Deposit. |
Contact your Decision Logic Account Manager to assist with information about 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. These functions The export and print options are located at the top right corner of the page.
When printing or exporting in .CSV format, all DSR data in the actively displayed report will be includedinclude using the CRAS, Date Range, Stores/Summary, and Totals Only selected.
Exporting
To differentiate same-named Sections, Fields, or Departments, additional columns are added for each. This clarifies what data is being displayed in the export since standard .CSV format does not support the visual line breaks and bolding that appear on your Decision Logic website.
The report exports as a .CSV file. It will look slightly different than the table displayed in the web application.
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When opening with programs such as Excel that allow additional workbook functionality (tabs, text format, etc.), remember to change the file type (such as .XLS) when saving locally to avoid losing your changes that are not supported in standard .CSV format. |
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.
Large 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
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