Use this article to open the POS Reports screen on the Reports tab under Products, choose a day and read the Day So Far report. The Reports tab gives you the point-of-sale reports for a chosen day.
How do I open POS Reports?
To open POS Reports, go to Shop+ → Products and click Reports in the second row of tabs. The page is headed POS Reports.
Which reports are on the POS Reports screen?
The row of pills under the POS Reports heading switches between the eight reports:
Day So Far – the summary covered in this article.
Check Review – every check of the day with its status and total.
Open Checks – checks that are still open.
Product Mix So Far – products sold on the selected day.
Product Mix – products sold over a date range you choose.
Voids – voided checks and items.
Sales Summary – sales by method and by server.
Discounts – discount usage over a date range.
Check Review, Voids and Sales Summary are covered in Check Review, Voids and Sales Summary reports; the two Product Mix reports and Discounts in Product Mix and Discounts reports.
How do I choose the day for a POS report?
To choose the day, use the date control on the right of the report. It drives Day So Far, Check Review, Open Checks, Product Mix So Far, Voids and Sales Summary.
Previous day arrow – moves the report back one day.
Date – click it to type or pick any date.
Next day arrow – moves the report forward one day.
When you pick a date in the past the report title changes from Day So Far to Daily Report for that date.
What do the summary cards on the Day So Far report mean?
The summary cards at the top of the Day So Far report show the day's totals:
Report title and date – the report name and the day it covers.
Total Orders – paid orders on the day (voided orders are not counted).
Open Checks – the Open Checks card.
Avg Check – total sales divided by total orders.
Total Sales – the sum of the paid orders. In the example four orders of $29, $11, $10 and $8 give $58.00.
Net Sales – the Net Sales card.
Total Tax – the Total Tax card.
Total Tips – the Total Tips card.
Discounts – the Discounts card.
What are the breakdowns below the summary cards?
Scroll down below the summary cards for three breakdowns of the same day:
Sales by Order Type – a chart of orders by type (for example In-Store), with an Avg Stay (Table) card. The Avg Stay (Table) card does not apply, because Stackably does not offer table management.
Payment Methods – count and amount per payment method (cash, card and so on).
Sales by Hour – orders and sales for each hour of the day.
How do I switch POS Reports to dark mode?
To switch POS Reports to dark mode, click the Dark button at the top-right. It switches the reports to a dark colour scheme, which is easier to read on a back-office screen at night. Click Light to switch back.
