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Creating an end-of-day report

You can quickly create an end-of-day report using the Totals, Received, and Units per sale reports. By copying figures from these reports, you can collect your daily sales, taxes, refunds and total items sold.

For example, an end-of-day report might look like:

End of day report

Date: 14-Mar-2031

  • Total w/ Tax: $525.17
  • Total Tax: $68.50
  • Refunds: $-43.29
  • Units sold: 4

Creating your report

  1. Navigate to Reports > Totals.

    Reports page with Totals emphasized.

  2. If necessary, use the date dropdown to select only today's date.
  3. Copy the Total w/ Tax and Total Tax values.

    Totals page with Total w/ Tax and Total Tax values emphasized.

  4. Paste these values into your end-of-day (EOD) report.
  5. Navigate to Reports and select Received from the Payments section.

    Reports page with Received emphasized.

  6. If necessary, use the date dropdown to select only today's date.
  7. Copy the Total w/ Tax value in the Refund section.

    Received page with Total w/ Tax value in Refund section emphasized.

  8. Paste this value into your EOD report.
  9. Navigate to Reports > Units Per Sale.

    Reports page with Units Per Sale emphasized.

  10. Set the date range to today's date.
  11. Copy the Units value in the Totals section.

    Units Per Sale page with Units value in Totals section emphasized.

  12. Paste this value into your EOD report.

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