Daily Sales Report (DSR)

This article explains the Daily Sales Report is and includes high-level information about the layout of this reporting feature.

Operations > End of Day > DSR

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 days of daily sales and labor information obtained from the Point of Sale system.

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 End of Day

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 End of Day depending on the Point of Sale integration. These types of fields may not automate for import into Decision Logic. 

 

Viewing Reports

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

Individual Store

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

  2. Select a start and date from the Calendar

  3. Click Apply to return data on the report

  4. Select Stores Only to see each store detail

 

 

Summary

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

  2. Select a start and date from the Calendar

  3. Select Summary Only to see a summary of totals for the stores(s) and date(s) selected

  4. Click Apply to return data on the report.

 

Show Totals

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

  2. Select a start and date from the Calendar

  3. Check the box Show Totals

  4. Click 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 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 the End of Day.

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

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.
Should match POS System Net Sales.

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 End of Day.

Accountability

see Cash Accountability or End of Day 

See End of Day.

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 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 included 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.

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 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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