The Financial Summary report in Manage gives you a high-level overview of sales, taxes, fees, payments, and discounts for a selected date range and set of Outlets. It’s designed to help you assess performance at a glance, with totals grouped by category.
At the top of the page, you can:
Set a date range for the report
Select one or more Outlets to include
Click Update to refresh the report, or Download to save it as a PDF.
Shows total sales and related adjustments:
Gross Sales – Total including taxes
Taxable Fees – Total of taxable fees (excludes applied taxes)
Discounts – Sum of discounts applied before tax
Gross sales taxable sales – Total excluding taxes
Non-taxable Fees – Total of non-taxable fees applied
Refunds – Subtotal of refunded amounts
Net Sales – Sales excluding taxes
Tax Collected / Tax Refunded – Total tax amounts collected or refunded
Cash Rounding – Total rounding adjustments for cash sales
Total Sales after tax – Net sales plus net tax, adjusted for rounding
Lists each tax rate applied during the period and the total amount collected for it.
Shows fee totals for the selected date range:
Cart fees
Product fees
Combined total fees
Net payments received for each payment type after refunds:
Example: Final Pay, Cash
Includes a combined total of all payments
Lists refunds for each payment type and a total refunds amount.
Totals for each discount type applied, such as:
Product Discount
Card Discount
Combined total of all discounts
