Daily Sales Report (DSR) - Archive

Owned by Tony D'Agosta
Last updated: May 05, 2021 by Jenn Ferreris
4 min read

How to Get There

Operations > End of Day > DSR
/app/reports/daily-sales

This page is most commonly used for:

  • The Daily Sales Report (DSR) is a detailed report for 7 days of daily sales and labor information from the Point of Sale.

  • This report can be used to validate daily sales and close procedures from the following business day when used at the store level in conjunction with End of Day  

  • The data reported here is 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 are dependent on those fields existing with the correct point of sale identifier mapped in POS Admin.

  • Deposits, Paid Outs, Paid Ins may need to be manually entered into the End of Day depending on the Point of Sale integration. These types of fields cannot always be automated for import into Decision Logic. 

How to Use This Page

Select Parameters

 

Store and/or Summary

  • Select a Company, Region, Area or Store

    • More than one individual store must be selected, such as an Area, to get a summary of multiple stores.

  • Select a start and and date from the Calendar, up to 31 days

  • Select Stores Only, Sumary Only, Summary and Stores to see each individual store(s) detail and/or the Company/Region/Area totals.

  • Select Apply to return data on the report

 

Show Totals

  • Select a Company, Region, Area or Store

  • Select a start and and date from the Calendar, up to 31 days

  • Check the box Show Totals

  • Select Apply to return data on the report

 

Viewing the Report

Field names will vary depending on your Point of Sale, your company-specific DSR customization, and what is mapped in POS Admin. For questions on what DSR customization your company has in place contact your Account Manager.

Sections

Here are the basic Sections of the DSR we report:

  • Gross Sales

  • Voids

  • Comps or Complaints

  • Discounts / Promotions 

  • Payments

  • Gifts

    • Gift types sold

    • Service Chargers

  • Paid Out / Ins

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

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

  • NET NET Sales 

  • Labor Hours by Job Code

  • Labor Dollars by Job Code

  • Taxes

  • Accountability

  • Deposit

  • Cash O/S

Calculations

Metric

Calculation

Other Notes

Gross Sales [1]

All System Sales – Exclusive Taxes

Includes Inclusive Sales Taxes

Net Sales [1]

Gross Sales – Voids

 

NetNet Sales [1]

Net Sales – Comps – Discounts

Should match POS Systems NET Sales. 

Payments

Electronic payment types + tips on electronic payment types

Includes Redeemed Gift types
Excludes Cash and Check payments

  • Cash and Check should be entered as Deposits into the End of Day

Accountability

Cash Accountability

see End of Day 

Cash Over Short [2]

Deposit - Accountability

This can be customized by website as Accountability - Deposit

Customizations

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

These functions can be found 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 included using the CRAS, Date Range, Stores/Summary, and Totals Only selected.

Printing

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

Exporting

In order to differentiate same-named Sections, Fields, or Departments, additional columns are added for each. This also adds clarity to 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.

When opening with programs such as Excel that allow additional workbook functionality (tabs, text format, etc.), remember to change the filetype (such as .XLS) when saving locally to avoid losing your changes that aren’t supported in standard .CSV format.

Column Headers

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

  • Section Name: See “Sections” part of this article 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

Unable to access this page in Decision Logic?

  • You can contact your Decision Logic Administrator to make Scope and Security adjustments to your user profile.

  • Some pages are client-specific. You can contact your Decision Logic Account Manager to assist with adding new pages.

 



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