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# Daily Services Transactions Report

### Overview 

The Daily Services Transactions report provides a detailed breakdown of sales processed by service type for a selected date or date range. It summarizes transaction values, payment methods, product categories, and sales details, helping operators monitor daily business performance.

### Navigation

**Analytics & Reports > Gross Sales > Daily Services Transactions**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1arysqf.png)


### Purpose

**Use this report to:**

* Review daily sales performance
* Compare sales across different service types
* Analyze payment method distribution.
* Understand product category performance
* Verify taxes, discounts, and fees collected.
* Audit transaction totals.

### Filters

Located at the top of the report:

| Filter | Description |
| ---- |
| Date Range | Select a single day or custom date range. |
| Store | Choose the location to report on. |
| Service | Filter by a specific service (optional) |



### Summary Cards

The report begins with a financial summary.

| Field | Description |
| ---- |
| Net Sales | Sales after discount but before tax. |
| Discounts | Total discounts applied |
| Gross Sales | Total sales before tax. |
| Tax | Total tax collected |
| Delivery Fees | Delivery charges collected |
| Service Charge | Additional service fees collected |
| Tips | Total gratuities received |
| Total Amount | Final amount collected from customers |

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1om7e7z.png)

These values provide a quick snapshot of business performance.


### Transactions by Type

A pie chart displays how customers paid for their purchases.

**Typical payment types include:**

* Cash
* Credit/Debit Card
* House Accounts
* Other configured payment methods

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1rnoecl.png)

This chart helps identify the most frequently used payment methods.


### Product by Category

A donut chart shows how sales are distributed among product categories.

**Examples:**

* Foods
* Drinks
* Miscellaneous

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_14gsup.png)

Use this visualization to identify which categories generate the highest sales volume


### Sales Details Table

This section lists sales by category.

**Columns include:**

| Column | Description |
| ---- |
| Location | Store where the sale occurred. |
| Category | Product category sold |
| Product Count | Number of products sold. |
| Amount | Sales value for that category |

At the bottom of the table, totals are displayed for:

* Subtotal
* Tax
* Tips
* Delivery Fees
* Service Charge
* Grand Total

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_18ygvtn.png)


### Category Sales

The Category Sales table summarizes sales by parent category

**Columns include:**

| Column | Description |
| ---- |
| Location | Store location. |
| Parent Category Name | Main product grouping |
| Avg Cover | Average contribution percentage |
| Amount | Total sales for the category |

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1d8q6mh.png)

This section helps determine which categories contribute the most revenue.

### Multiple Service Sections

If multiple services exist for the selected period, the report displays a separate section for each service.

**Each section contains:**

* Summary cards
* Transactions by Type chart
* Product by Category chart
* Sales table
* Category Sales table

This allows comparison between different service operations within the same reporting period

### Exporting the Report

Click the Export button in the upper-right corner to download the report for sharing or further analysis.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1u68rje.png)






