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Creating an end of day report

You can quickly create an end of day report by using the Totals, Received and Units per sale reports. By copying figures from these reports, you can collect your daily sales, taxes, refunds and total items sold.

For example:

End of day report
Date: 14-Mar-2031

  • Total w/ tax: $525.17
  • Total tax: $68.50
  • Total refunds: $-43.29 
  • Total units sold: 4

Instructions

  1. Copy the Total w/ tax and Total tax values from the Totals report set with today's date. Read Viewing total sales revenue to learn how.
  2. Paste the Total w/ tax and Total tax values in your report.
  3. In your Retail account, select Reports.
    Shows an arrow hovering over the Reports button in the main menu.
  4. Select Received.
    Shows an arrow hovering over the Received report link under the 'Payments' section on the left-hand side of the screen.
  5. Set the date range to today's date:
    Shows an arrow hovering over the date range box, first field at the top of all reports.
  6. Scroll to the bottom and copy the value under Refund.
    Shows an arrow pointing to the value for 'refund totals, totals with tax'
  7. Paste the Refund total in your report.
  8. Select Reports again.
    Shows an arrow hovering over the Reports button in the main menu.
  9. Select Units per sale.
    Shows an arrow hovering over the 'units per sale' report link.
  10. Set the date range to today's date:
    Shows an arrow hovering over the date range box, first field at the top of all reports.
  11. Copy the number of units.
    Shows an arrow pointing to the value labeled as 'Number of units'.
  12. Paste the number of units in your report. You're finished creating your end of day report.

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