Report Information
The Sales Summary report provides a daily snapshot of key sales metrics for each site, along with a consolidated total. Easily visualise these insights with a chart for a clearer, more intuitive understanding of your data.
Access the Sales Summary report via: Reports & Analysis > Sales > Sales Summary.
The output of the report can very depending on the selected report filter options.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
| Select Sites | Select which sites and/or site groups to include in the report. |
| Date Range | Select which date range to include sales for. |
| Data Type | Select the data type (for average transaction value) as either Net or Gross (Total Sales). |
Report Output
Section 1 - Sales Chart
The first section of the report contains a chart tracking daily net sales within the selected date range per site.
Additional information on this view
The chart is interactive; you can hover over the chart plot to view the exact net sales figure, and select the site(s) in the chart legend to show/hide the data on the chart
Section 2 - Site Sales Summary
The second section of the report provides a summary of key sales information per site.
Additional Information On This View
Tax Inclusive Reporting (E.g. UK)
For companies using the Tax Inclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
| Site | Displays the name of the site that sales are for. |
| Transaction Count | Displays the Transaction Count for the site. |
| Gross | Displays the total gross sale value. |
| Net | Displays the total net sale value. |
| Tax | Displays the total tax value. |
| Discount | Displays the total gross discount value. |
| Average Sale | Displays the average transaction value based on the Data Type filter. |
| Sales (%) | Displays the proportion of sales per site across the entire report. |
Tax Exclusive Reporting (E.g. USA)
For companies using the Tax Exclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
| Site | Displays the name of the site that sales are for. |
| Transaction Count | Displays the Transaction Count for the site. |
| Gross | Displays the total net sale value before discounts applied. |
| Total | Displays the total sales revenue value. |
| Net | Displays the total net sale value. |
| Tax | Displays the total tax value. |
| Discount | Displays the total gross discount value. |
| Average Sale | Displays the average transaction value based on the Data Type filter. |
| Sales (%) | Displays the proportion of sales per site across the entire report. |
Section 3 - Site Daily Sales
The third section of the report displays is split into sections per site, and displays the same key sales information but this time broken down by individual date.
Additional Information On This View
Tax Inclusive Reporting (E.g. UK)
For companies using the Tax Inclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
| Day | Displays the sales date and day of week. |
| Transaction Count | Displays the Transaction Count for the site. |
| Gross | Displays the total gross sale value. |
| Net | Displays the total net sale value. |
| Tax | Displays the total tax value. |
| Discount | Displays the total gross discount value. |
| Average Sale | Displays the average transaction value based on the Data Type filter. |
| Sales (%) | Displays the proportion of sales per site across the entire report. |
Tax Exclusive Reporting (E.g. USA)
For companies using the Tax Exclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
| Day | Displays the sales date and day of week. |
| Transaction Count | Displays the Transaction Count for the site. |
| Gross | Displays the total net sale value before discounts applied. |
| Total | Displays the total sales revenue value. |
| Net | Displays the total net sale value. |
| Tax | Displays the total tax value. |
| Discount | Displays the total gross discount value. |
| Average Sale | Displays the average transaction value based on the Data Type filter. |
| Sales (%) | Displays the proportion of sales per site across the entire report. |