Toast offers real-time data reporting for Sales, Menu, Labor, Deposits and more to all customers via the Online Dashbaord! This means that at any time a user can login to Toast POS and view up-to-the-minute data from the restaurant(s) of which they are an administrator.
All Toast report pages begin with a control panel for the user to adjust the range of the report to be viewed.
For multi-location clients, the sales summary report will default to the selected location first. You may choose another location using the drop-down menu below:
From this panel, the user can:
Change the report type
Date Range - Either pre-determined ranges (Today, Yesterday, This Week, etc)
Time Range - For reporting separated by Service Hours the user may have setup (Lunch, Dinner, etc)
Employees - Fliter by either "All Employees" or a particular single employee
There are multiple sections of the Sales Report which are displayed on the following tabs.
Summary - A report and overview of multiple facets of sales for the selected report range.
Order Details - A report listing allchecks opened during the selected report range and the details of what was ordered.
Payment Details - A report listing all checks opened during the selected report range and details regarding how the check was paid.
Revenue Centers - A report which breaks down sales for the selected report range based on Revenue Centers, configurable to areas or workstations in a location.
Shifts - A report listing all shifts (time entires) and other details about the shift for the selected report range.
Cash - A report listing cash sales per cash drawer for the selected report range.
Cash Drawers - A report listing details that occurred within the Cash Management function of the POS during the report range. This report can only be viewed one day at a time.
The Summary Report
As stated, the summary report has mutliple sections which report sales data from the selected date range in multiple views. This is commonly the most utilized report because it pertains to the day-to-day financial picture of the business.
Revenue Summary - The general revenue picture for the selected report range. The relationship between these numbers is that Total Amount (Gross Sales) minus adjustments (Tax Amount, Gratuity, Tips, Deferred Amount) equals Net Sales
Cash Summary - The breakdown of Cash totals of the selected report range. Total Cash is, in theory, the total cash deposit amount.
Payment Method Summary - A breakdown of sales based on payment methods utilized within the selected report range.
NEW 2.13! Tip Breakdown
The fields are now broken down so that they show the total amount of cash tips declared by employees during, “Shift Review.” Notice the tooltip in the Cash x Tips field on the left side of the box indicating that the amount is "The total amount of cash tips declared by your employees during Shift Review." The fields between, “Net Sales” and the breakdown should now cross check and remain the same unless there are refunds or unpaid accounts, in which case they will not match.
1. Total Gratuity received
2. Total Tips received including Cash
3. Total Amount received
Unpaid Order Summary - Reports on the sales amount of unpaid orders for the selected report range. This number IS included in the Net Sales figure in the Revenue Summary even though the items have technically not been paid for yet.
Sales Category Summary - Reports item quantities sold and Net Sales amounts for selected report range based on Sales Category.
Revenue Centers Summary - Reports item quantities sold and Net Sales amounts for selected report range based on Revenue Center.
Dining Option Summary - Reports number of orders placed and Net Sales amounts for selected report range based on Dining Option.
Tax Summary - Reports the breakdown of the amount of tax collected by tax type.
Discount Summary - Reports the breakdown of discounts given during report range by amount and discount type. The user can view the entire Discount Report by clicking the "See Detail" link.
Dining Service Summary - Reports number of orders placed and Net Sales figures by Dining Service.
Void Summary - Reports the total amount voided for the selected report range as well as the number of whole orders voided, individual items voided and the percent of total orders that were voided. The user can navigate to the complete void (Sales Exceptions) report by using the "See Detail" link from this summary.