How-to · Running the day

Read the day's numbers

Sales, how they were paid, tips, refunds, discounts and the tax collected.

Open Reports and choose the dates.

To see how the days compare, set Compare to to A week earlier or A year earlier. Each total shows the earlier figure and the change, and each table gets an Earlier column with a pair of bars: the top bar is these days, the lower one the earlier days. A year earlier is 364 days back, so a Saturday is compared with a Saturday.

• Sales by day, by item, by category and by hour.
• How it was paid: cash and card.
• Tips, by who rang the sale.
• Refunds and discounts, with their totals.
• Tax by rate, as each tax you set is named.

Each table can be downloaded as a spreadsheet file.

Last week also arrives by email every Monday morning, to the owner and the managers: sales against the week before, the best sellers, hours worked, what is running low, and anything that needs you. The owner changes the day or turns it off under Setup, Business details, Reports by email.

The numbers come from the ledger itself. A refund or a changed rate never rewrites an earlier day.