Run the Daily Sales Report on Business Intelligence

Description: Learn how to run the Daily Sales Report on Business Intelligence (BI).

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Daily Sales Report Guide

To access this report, log in to Business Intelligence and select Sales/Guests > Daily Sales Report.

Purpose of the Report

The Daily Sales Report provides a comprehensive financial overview of your business for the previous day.

This report allows you to:

• Review total sales
• Verify expected deposits
• Audit voids and discounts
• Drill down to ticket-level detail
• Perform daily loss prevention review

It is one of the most important daily operational control reports.

Selecting a Store

When the report screen opens, you can:

• Select a specific Store, or
• Choose "Consolidated" to view all stores combined in one report.

Using Drill-Down Features

Throughout the report, you will see blue drill-down boxes.

These allow you to:

• Drill into specific sections
• Review detailed breakdowns
• View ticket-level detail
• Audit voids and discounts individually

This functionality enables complete transparency into daily activity.

Daily Reconciliation & Loss Prevention

The Daily Sales Report allows you to:

• Reconcile expected deposits
• Review discount activity
• Audit voids
• Investigate discrepancies

All daily loss prevention review can be completed within this single report.

Adjusting the Date Range

If you need to review a specific time period:

1. Select the Date field.
2. Adjust the timeframe as needed.
3. Run the report.

This makes the report useful for both daily review and historical audits.

When reviewed consistently, the Daily Sales Report becomes the central tool for financial oversight, reconciliation, and operational accountability.