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
• Report Data Statistics Explanation
• Filter and Display Options
• Key Metrics Overview Panel
• Sales Overview Breakdown
• Report Data Modules Breakdown
• Overnight Report Statistics Rules
• Sales Report Printing
• Cloud Data Synchronization

Report Viewing Path

Front Station > Reports > Summary

Report Data Statistics Explanation

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.

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.

• 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.

• 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.

• 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)

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:

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.

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.

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.

Sales Overview Breakdown

Below key metrics, the "Sales Overview" module provides a detailed breakdown of your store's financial data:

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.

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.

3. Payment Method Report

Displays transaction counts and collected amounts across payment methods (Card, Cash, Gift Card, Third-Party, etc.) for streamlined reconciliation.

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).

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.

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.

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.

8. Unfinished Orders Report

Dedicated report tracking unpaid or partially paid (Open) unfinished orders, displaying order counts, paid amounts, and unpaid balances.

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

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

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.

Updated on: 07/08/2026