Sales Summary Report Overview

In this Article:

• Sales Summary Report Introduction
• Filter and Display Options
• Export the Sales Summary Report
• Sales Summary Report Breakdown
  • Understanding Tips
• Unpaid Orders
• Additional Resources

Sales Summary Report Introduction

The Sales Summary is a commonly used report that shows detailed sales data for your chosen date range. To navigate there, you can select Sales summary from the Quick Actions section of your Toast Web homepage, or navigate to Reports > Sales > Sales summary. 

This article will provide a high-level breakdown of key sections within the Sales Summary report, as well as tips for filtering and customizing the report to suit your restaurant’s needs. For an overview of how to navigate the updated Sales Summary report, you can view the video below:
 

Video overview of how to navigate the Sales Summary report.

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Filter and Display Options for Sales Summary Report

Above the report, you’ll see date and location filters. Use the drop-down menu to select from different pre-set options (yesterday, today, this week, etc.), or select Custom date to choose a specific range for your report. 
 

The report will update for pre-set date filters automatically. If you choose a custom date range, you’ll need to select Apply to update the report. There is no date range limit for this report.

Note: A Customer Care representative can change the first day of the week to start on Sunday or Monday for your reports (whichever you prefer), and can verify your start of the week if you're unsure of what it’s currently set to.

Next to these drop-downs, you’ll also see the More filters option, which will open up a filter menu on the right side of the screen with the ability to adjust your report for specific hours, days of the week, revenue centers, service areas, and more. For instance, you can filter the Sales Summary report to view sales from online orders only.

Note: The Sales Summary report breaks down orders and sales by service period or by custom hours. It records a sale when a check is first opened, not when the payment is processed. For example, if you filter the report by lunch service hours, which are set for 12:00 p.m. to 3:00 p.m., and a check is opened at 11:50 a.m., the sale will not appear in the filtered time range. 
 

Select Apply filters to update the Sales Summary report with your selections. Clear all will allow you to remove all custom filters and go back to the standard report. 

The gear icon in the top right corner of the page will open the Report settings configuration, which allows you to reorder the sections of the Sales Summary report to suit your needs. 

Select Apply to confirm your configuration, or Reset order to go back to the standard report configuration. 

Please note that the Sales Trends section at the top of the report cannot be moved and that your customizations will not carry over to other browsers, devices, or report exports. 


 

Export the Sales Summary Report

You can export the Sales Summary report via email or download the data as a CSV (Comma-separated value) or XLS (Microsoft Excel Spreadsheet) file. Select either the email icon or the download icon (down arrow) in the top right corner of the report, and choose your desired file type.
 

 

The data in the export will reflect any filters you have selected, but will not change based on any layout customization you’ve applied. The XLS export format will include one file with multiple sheets.


 

Sales Summary Report Breakdown

The Sales Summary report includes multiple sections, or “cards”, that display different sales information for your selected date range.

The Sales Trends section at the top of the report consists of 3 bar graphs that show sales by date, day of week totals, and time of day totals. Hovering over a specific bar on any of these graphs will show you detailed data for that time period.
 

Where applicable, cards will have a caret (arrow) icon that will take you to a more detailed report for the data within that section.  
 

The other sections of the report (which can be reorganized as described in a of this article) are described below: 
 

Understanding Tips Within the Sales Summary Report

Tips are displayed in the Revenue Summary, Payments Summary, and Tip Summary sections of the Sales Summary Report. 

In the Payment Summary, the dollar amount shown under Cash and Tips displays the total amount of cash tips declared by your employees during Shift Review.

These values in the Revenue and Payment Summary sections should match up and remain the same unless there are refunds or unpaid accounts: 

• Total Gratuity received
• Total Tips received, including cash (matches to Tips collected in Tip Summary section)
• Total amount received

Sales Summary Unpaid Orders

You can view any unpaid orders in the Sales Summary as well. However, if your Sales Summary for a particular date shows an unpaid order and no unpaid orders are displayed in View Unpaid Orders, please start a chat with Customer Support, who can help locate this unpaid order.

Additional Resources for Sales Reporting