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
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 |
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
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
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
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 |
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.
Updated on: 07/15/2026
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