> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.zbspos.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # FrontStation - Sales Summary Report Overview # Sales Summary Report Overview > Learn how to view and interpret comprehensive data reports to complete daily reconciliations, monitor store revenue in real time, and ensure every transaction is clear and transparent. > > This guide also provides practical tips on filtering and customizing reports to help you flexibly adjust and analyze data according to your restaurant's operational needs. **Table of Contents:** * [Report Viewing Path](#2-report-viewing-path) * [Report Data Statistics Explanation](#2-report-data-statistics-explanation) * [Filter and Display Options](#2-filter-and-display-options) * [Key Metrics Overview Panel](#2-key-metrics-overview-panel) * [ Sales Overview Breakdown](#2-sales-overview-breakdown) * [Report Data Modules Breakdown](#2-report-data-modules-breakdown) * [Overnight Report Statistics Rules](#2-overnight-report-statistics-rules) * [Sales Report Printing](#2-sales-report-printing) * [Cloud Data Synchronization](#2-cloud-data-synchronization) --- ## Report Viewing Path **Front Station > Reports > Summary** ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1mpt78w.png) --- ## Report Data Statistics Explanation ${color}[#e50b0b](Main Report Area:) Tracks **Closed orders** to ensure your revenue and business analysis data are accurate and reliable. * **Open / Partially Paid Orders**: These are aggregated separately into the **"Unfinished Orders"** report module at the bottom of the page for easy tracking of uncollected funds. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_19zto2z.png) --- ## Filter and Display Options At the top of the report page, you can flexibly adjust the data range using various filter boxes to meet different reconciliation and analysis needs: * **Time Filter**: Filter by **specific date ranges** (Today, Yesterday, This Week, or Custom). When selecting custom dates, you can specify exact times (e.g., 07/24 12:00 AM to 07/24 11:59 PM) for granular operational period verification. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_yw8x3w.png) * **Order Channel Filter**: Use the **"Channel"** dropdown menu to independently query sales performance for specific ordering channels. Supported options: All Channels, POS, Kiosk, Online Order. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1qmnidp.png) * **Order Types Filter**: Use the **"Order Types"** dropdown menu to view sales data for specific dining scenarios. Supported options: All Order Types, Dine In, Delivery, Pick Up, Drive Thru, Takeout. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1938dsy.png) * **Server Filter**: Click the corresponding **tabs** to quickly filter sales data linked to specific staff or channels. Supported options: **- All Servers** **- Specific Staff** (e.g., Mary, Jane, Owner) **- Channel Virtual Servers** (e.g., Online, Kiosk) ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_5fdp6p.png) --- ## Key Metrics Overview Panel At the top of the report (above "Sales Overview"), four core business metrics are highlighted to give you an immediate overview of store operations: ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_18bg9be.png) > **Amount Collected**: The total actual amount collected by the store during the statistical period. * **Formula**: Amount Collected = Net Sales + Tax + Tips + Credit Fee + Other Fees. * **Details**: Click the ⓘ icon to expand and view collected totals broken down by payment channel, including: **Credit Card Collected**, **Cash Collected**, **Gift Card Payment**, **Online Payment Collected**, **Third-Party Delivery Collected**, and **Others**. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1xnl86t.png) > **Valid Orders**: Total count of successfully completed orders that generated actual business data during the period. * **Formula**: Valid Orders = Completed Orders - Cancelled Orders - Refunded Orders. * **Details**: Click the ⓘ icon to expand order statistics details, including: **Completed Orders, Cancelled Orders, Refunded Orders, Total Valid Orders, and Unfinished Orders**. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_15cl6g.png) > **Voided Orders**: Total number of voided orders and the sum of voided amounts under current filter conditions. > **Delivery Tips**: Total delivery-related fees included in all orders under current filter conditions. Click the ⓘ icon to view breakdowns, including **Delivery Fee, Delivery Tip, and the Total Sum**. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_168jm42.png) --- ## Sales Overview Breakdown Below key metrics, the "Sales Overview" module provides a detailed breakdown of your store's financial data: | No. | Report Field | Definition & Explanation | | ---- | | **A** | **Gross Sales** | **Formula: Gross Sales = Sum of Subtotals.** Total item sales within the period. Excludes non-revenue items like Tips, Gratuity, Service Fees, Packaging Fees, Delivery Fees, and Taxes. Discounts and refunds are not included. | | **B** | **Discounts** | **Formula: Total Discounts = Coupons + Points Cash-in + Order Discount + Item Discount + Third-Party Discounts.** Sum of all discounts. **Click to expand discount details**, showing coupon names, order counts, and specific discount amounts. | | **C** | **Refunds** | Total refund amount requested within the period, **including successful, processing, and failed refunds** (includes third-party delivery tagged refunds). | | **D** | **Net Sales** | **Formula: Net Sales = Gross Sales (A) - Discounts (B) - Refunds (C).** Actual food/drink sales revenue after deducting discounts and refunds, excluding tips, taxes, and other fees. | | **E** | **Taxes** | Total tax sum for orders within the period (excluding refunded portions). Click to expand detailed tax breakdowns. | | **F** | **Grand Total** | **Formula: Grand Total = Net Sales + Taxes.** Combined total of net sales and tax amounts. | | **G** | **Tips Summary** | Sum of all tips received within the period, including **Cash Tips**, **Credit Card Tips**, **Gratuity**, and **Third-Party Delivery Tips** (excluding refunded portions). | | **H** | **Credit Fee** | **Formula: Credit Fee = Total Credit Card Transaction Amount × Fee Rate.** Processing fees charged for credit/debit card transactions via POS. | | **I** | **Gratuity** | Total automatically collected service fees within the period (excluding refunded portions). Only applies to POS orders. | | **J** | **Fees** | Includes: **Packaging Fee**, **Delivery Fee**, **Platform Fee** (OO only), **Service Fee** (Third-party delivery only), and **OO Credit Card Processing Fee** (excluding refunded portions). | | **K** | **Cash Balance** | **Formula: Cash Balance = Cash Collected - Paid Out Tips.** Actual remaining cash after deducting tips paid out to employees, used for cash drawer reconciliation. | --- ## Report Data Modules Breakdown The sales report includes multi-dimensional cross-tabulated data that updates dynamically based on your selected filters (Time, Channel, Order Type, Server): ### 1. Order Report Tracks order count and collected amounts by channel (**POS, Kiosk, Online Order, DoorDash, UberEats**). Sum of all channel collections equals total collected amount in the overview. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_yoa0ud.png) --- ### 2. Order Type Report Tracks order counts and collected amounts across order type (**Dine In, Delivery, Pick Up, Drive Thru, Takeout, Gift Card Revenue**), including total summaries. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_17x7lkf.png) --- ### 3. Payment Method Report Displays transaction counts and collected amounts across payment methods (**Card, Cash, Gift Card, Third-Party**, etc.) for streamlined reconciliation. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_hs5lhc.png) --- ### 4. Credit Card Type Report Displays breakdown by card brand: * **Transaction Count**: Each payment counts as 1; each refund counts as 1. * **Flow of Funds**: Displays Total Paid and Refund Amount. * **Collected Amount**: Collected = Total Paid - Refund Amount (includes processing and failed refunds). ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1nk2q8a.png) --- ### 5. Card Device Report Shows details for connected payment terminals, including Total Volume, Refund Amount, Net Credit Sales, Gratuity, Tips, and Collected Amount. * **Net Credit Sales** = Total Volume - Refund Amount - Gratuity - Tips. * **Collected Amount**: Total amount processed via card reader during the period. Formula: Collected = Net Credit Sales + Gratuity + Tips. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1xobxrr.png) --- ### 6. Cash Report Tracks cash transactions per POS terminal, including Cash Collected, Cash Refunds, Cash Payouts, and Collected Amount. * **Collected Amount (Cash Report)** = Net Credit Sales + Gratuity + Tips. * **Supports independent tracking across multiple devices and cash drawers**. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_m8ovxh.png) --- ### 7. Gift Card Report Tracks gift card sales and recharges during the period. * **Sales Quantity**: Total gift cards sold (excludes partially paid gift card transactions). * **Gift Card Total** = Cash Total + Bonus/Gift Total. * **Purchase Amount**: Total amount paid by customers to buy gift cards. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1fuvfei.png) --- ### 8. Unfinished Orders Report Dedicated report tracking **unpaid or partially paid (Open) unfinished orders**, displaying **order counts, paid amounts, and unpaid balances**. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_n34egd.png) --- ## Overnight Report Statistics Rules For orders and refunds spanning multiple calendar days, the system follows the core rule of "recording based on operation timestamp": 1. **Orders & Payments**: Recorded based on **Payment Time**. 2. **Refunds**: Recorded based on **Refund Time** (counted on the exact day the refund occurs). ### Overnight Scenarios Matrix | Operational Scenario | Yesterday's Report | Today's Report | | ---- | | **Ordered & Paid Yesterday (Closed)** | Recorded | Not Recorded | | **Ordered Yesterday (Open), Paid Today (Closed)** | Not Recorded | **Recorded** | | **Ordered & Paid Yesterday, Refunded Today (Closed)** | Recorded (Order & Payment) | **Recorded (Today's Refund Amount Only)** | | **Ordered & Paid Yesterday, Refunded Today (Open)** | Not recorded in main report (counted in Unfinished Orders) | Not Recorded | | **Ordered & Paid Yesterday, Item Voided Today (Closed)** | Recorded | Not Recorded | --- ## Sales Report Printing Supports flexible printing options for offline auditing and archiving. ### Printing Reports * Click the **Print** button in the upper right corner to print the receipt report. * Click the three dots next to the Print button to select and customize the print scope, then click [Confirm] and [Print]. --- Print scope options: * Sales Overview * Order Report * Order Type * Payment Method * Credit Card Type * Card Device Report * Cash Report * Gift Card * Unfinished Orders ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_ojtz38.png) --- ## Cloud Data Synchronization The report page features built-in detection to prevent missing data due to network drops or offline devices: * **Auto Detection**: Automatically checks for unsynced local order data when entering or refreshing the page. * **Pending Upload Prompt**: Displays **"Unsynced Orders: N"** (N = pending order count) if unsynced data is found. * **One-Click Data Sync**: Click **"Quick Sync Data"** to batch upload pending orders. > **Tip 💡:** Before performing end-of-day closing or exporting final sales reports, ensure "Unsynced Orders" displays 0 to guarantee accurate accounting data. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/5/3/9/753924c24327a800/image_1xvj9tq.png)