Reporting: Summary Report

You'll be able be able to pull up your summary report from the "Reports" area in the Register app. This will give you an overview of revenue for the day. It includes payment totals split by cash, credit and check. It also shows employee receipt totals showing number of receipts, revenue totals and tips. To start :

Step 1 : From the main Register, tap on “Dashboard” ⇨ “Reports”.

Step 2 : Tap on the report selection on the top, and make sure "Summary" is selected. You can also print the report by tapping on the printer icon on the top right.

The fields of the summary report will vary based on the account type and service level. For example, Retail account types will not display a guest count, tip or gratuity metric.

The tables below describe each possible field in the report and it's significance:

Field	Description
Totals
Guests	Sum of the 'Guests' count field of each order.
Receipts	Total number of orders processed on the day.
Guests Per Receipt	Guests / Receipts
Gross Revenue	Sum of product sales from all orders closed on the day.
Discounts	Sun of all discounts given on orders closed on the day.
Loyalty	Sum of loyalty discount used onorders closed on the day.
Refunds	Sum of refunded revenue given on the day.
Store Credit Issued	Sum of store credit issued across all orders on the day.
Net Revenue	Sales - (Discounts + Loyalty + Refunds)
Gratuity	Sum of all service charges applied via Automatic Gratuity on the day.
Tax	Net Revenue * Tax Rate which was applied at the time of sale from each order.
Tip	Sum of credit card tips left by customers on any payment receipt other than those where the tip payment has been explicitly refunded before running this report.
Gift Cards	Sum of gift cards sold on closed orders for the day.
Total	Sum of all revenue and non-revenue items collected: Net Revenue, Gratuity, Tax, Tip, and Gift.
Remaining Store Credit Balance	Outstanding store credit amount that has not been redeemed as of the date of the report.

Taxes
Taxable Revenue	Sun of unrounded product revenue on closed orders multiplied by the tax rate which applied to the item at the time of each sale.
Non-Taxable Revenue	Unrounded sum of product sales from closed orders where no tax rate was applied to the item in one or more orders.
Tax Name, Tax Amount, Taxable Revenue	Each tax rate is broken out by name along with the amount of tax the store owes and the the sum of the revenue to which a tax rate has been applied.

Split By Payment Type
Type	Each payment method (Cash, Credit, Check, Gift, Store Credit, Other)
Transactions	Number of payments (because some orders can be split across 2 or more payments, this number is often higher than the number of orders above). Payments are real-time therefore an order that is partially paid on the day will show a payment here while the revenue doesn't appear until the order is paid-in-full and closed.
Total Collected	Total amount of this payment type that has been collected on the day.
Refunds	Refunds of this payment type. Explicitly refunding a payment causes an order to become open. Thus refunds here do not always equate to a refund of revenue as the order could be paid again on the same day using another payment.
Refund Total	Total amount of refunds for this payment type.
Net Collected	Total collected - Refunds = Net Collected

Split By Card Type	Breakdown of each Credit Card type used for payments in talech.
Type	Card type (Visa, MasterCard, Discover).
Transactions	Total number of transactions for this card type.
Total Collected	Total amount of this card type that has been collected on the day.
Refunds	Total count of refunds for this card type.
Refund Total	Total value of refunds for this card type.
Net Collected	Total collected - Refunds = Net Collected

Revenue By Order Type
Order Type	Unique order types (default: Dine-in, Togo, Delivery) including custom order types.
Net Revenue	Net revenue of orders closed on-the-day using this order type on-the-day.
Total Collected	Net revenue + non-revenue items (tips, tax, gratuity) collected for this order type. From orders closed on-the-day.
Receipts	Number of closed orders received for this order type.
Guests	Sum of the guest count on all closed orders for this order type on the day of the report.

Receipts By Employee
Employee	Employee first & last name or first name + last initial.
Receipts	Number of closed orders owned by this employee on the day of the report.
Net Revenue	Sum of net revenue from orders closed by this employee on the day of the report.
Cash Sales	Sum of cash payments accepted by this employee on the day of the report.
Gratuity	Sum of gratuity from closed orders owned by this employee on the day of the report.
Tips	Sum of credit card tips from closed orders owned by this employee on the day of the report.
Cash Due	Cash Sales - (Tips + Cash refunds initiated by the employee including those where employee received PIN override to complete the refund). This figure should be ignored if Gratuity is paid along with tips nightly. The cash due will not reflect refunds which were initiated by another user regardless of which employee owns the order.

Payments Processed By Employee
Employee	Employee first & last name or first name + last initial.
Cash	Sum of payments this employee accepted for this payment type.
Credit	Sum of payments this employee accepted for this payment type.
Check	Sum of payments this employee accepted for this payment type.
Gift	Sum of payments this employee accepted for this payment type.
Store Credit	Sum of payments this employee accepted for this payment type.
Other	Sum of payments this employee accepted for this payment type.

Split By Category
Category	Category of product sale
Gross Revenue	Sum of unrounded gross revenue from orders closed on the day of the report.
Discounts	Sum of discounts from orders close don the day of the report.
Refunds	Sum of products returned on the day.
Net Revenue	Gross Revenue - (Discounts + Refunds).
Net Quantity	Net number of items sold in this category.

Split By Tags
Tag	Unique name of each tag for which items were sold on the day of the report.
Gross Revenue	Sum of unrounded gross revenue from products sold in orders which became closed on the day of the report for which this tag applied.
Discounts	Sum of discount value for products sold and discounted in orders which became closed on the day of the report for which this tag applied.
Net Tax	Net tax amount collected for products this tag applied to in orders that became closed on the day of the report.
Net Revenue	Gross Revenue - Discounts
Net Quantity	Total quantity of items sold on closed orders for the day to which this tag applied.

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