Articles on: Dashboard

Dashboard Analytics and Reports - Gross Sales

Intuitive Dashboard Analytics and Reports for Enhanced Sales Insights

Introduction:
In this article, we'll introduce you to the powerful dashboard analytics and reporting feature that provides valuable insights into your sales transactions. With this intuitive dashboard, you can swiftly identify trends, seize opportunities, and make informed decisions on products and strategies, giving you a competitive edge.

Understanding Dashboard Analytics:
Our intuitive dashboard feature empowers you to gain comprehensive insights into your sales performance in real-time. It enables you to generate customizable visualizations and reports effortlessly, allowing you to stay updated on your sales performance.

### In this article:

Filter Reports
Gross Sales Daily Services Transactions Summary
Gross Sales Itemized Sales Summary
Gross Sales Transaction Summary Report
How to export the gross transaction report
How to send the report to email
How to subscribe to a report
Types of Gross Sales Analytics & Reports



Filter through Gross Sales - Analytics and Reports



Log in to eatOS Dashboard, and select the location.

Navigate to "Analytics & Reports" and select "Gross Sales"



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Types of Gross Sales Analytics & Reports




Sales Transaction Summary - The gross sales transactions summary shows explicit data on your products, payment types, and applied tips, discounts, and taxes.

Daily Services Transactions Summary - The daily services transactions summary shows you a real-time snapshot of today's sales transactions generated by your restaurant.

Itemized Sales Summary - The itemized sales summary provides a detailed report of your product lineup, giving you insight into what products are selling and which ones need more attention with a specific count of each item/product coherent to each parent category.


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Filter Reports



Analytics and reports section in our intuitive dashboard can help you filter data, and view custom date ranges, and order statuses.

Filter by:

Date Range - by day, week, month, or a custom date range.

Time Frame - view the report by pre-set time or a custom time.

Payment - view reports by payment used.

Order Status - view transaction reports by order status of either paid or completed.

Filter to either include a discount or not include the discount.




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Export Reports

Reports can be sent to your email or can be exported to either PDF, CSV, Excel form through the Export button.


Email report

Subscribe to Email - Select this feature to send the report to a selected user on a daily basis. The report is automatically sent to the selected user via email.

Send to Email allows you to email the report to a selected employee or user.




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Gross Sales Transaction Summary Report


The gross sales transactions summary shows the transaction summary, sales by sub and parent category, and the mode of payment used by guests to pay.


What you can do:



View gross transaction summary within a preferred date range.

Filter by a specific time of the day by selecting the start and end time.

View gross transactions summary by payment status.

View gross transactions summary by order status.

And can view reports that include a discount.

Export, subscribe, and send a copy to the email of the gross transaction summary report by selecting the “Export” button.




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How to subscribe to a report




On the gross transaction summary tab, select “Export”

Select “Subscribe to Email”

a. Select employee - where to send daily gross transaction report.

b. Tap the “Subscribe” button.





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How to send the report to email





On the gross transaction summary tab, select Export

Select “Send to Email”

Enter the email address and an option to send a copy to another email

Tap the “Send” button



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How to Export the gross transaction report




On the gross transaction summary tab, select “Export”

Select the preferred file to download the report - PDF, CSV, or Excel



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The gross sales transactions summary shows the transaction summary, sales by sub and parent category, and the mode of payment used by guests to pay.



Sales by Sub-Categories - It shows a list of subcategories that have been sold with the product count and amount, it also includes the total tax applied, total tips received, and total surcharges.

Sales by Parent Category - It shows the total parent category sold.

Payment Method - shows the mode of payment accepted





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Gross Sales Daily Services Transactions Summary



The daily services transactions summary shows you a real time snapshot of today's sales transactions generated by your restaurant.



Navigate to “Analytics & Reports”

Select “Gross Sales”

And select “Daily Services Transactions Summary”


What you can do:



View daily services transaction summary within a selected preferred date range

View daily services transaction summary within a specific time of the day

An option that allows you to filter the total discount to be included or not in the Daily Sales Transaction Summary.

Export, send a copy to email, and subscribe to a daily services transaction report by selecting the “Export” drop-down

a. To subscribe, tap export, select Subscribe to Email, and select employee - where to send daily transaction shift report.

b. To send a copy of the report to email, tap export, select Send to Email and enter the email address on the pop-up form, tap send.

c. To export a report, tap Export, and select the preferred file type to download the summary report (PDF, CSV, EXCEL).




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Gross Sales Itemized Sales Summary





The itemized sales summary provides a detailed report of your product lineup, giving you insight into what products are selling and which ones need more attention with a specific count of each item/product coherent to each parent category.



What you can do:



View itemized sales summary within a selected preferred date range

View itemized sales summary within a specific time of the day

View report by order status

Export, send a copy to email, and subscribe to a daily itemized sales report by selecting the “Export” drop-down.

a. To subscribe, tap export, select Subscribe to Email, and select employee - where to send itemized sales summary.

b. To send a copy of the report to email, tap export, select Send to Email and enter the email address on the pop-up form, tap send.

c. To export a report, tap export, and select the preferred file type to download the summary report (PDF, CSV, EXCEL).



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Updated on: 10/05/2023

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