Tenders Summary Report

The Tenders Summary report (formerly knows as the "Sales" report) is a SALES report that gives an overview of sales broken out by tender type for a specified time period. The filters on this report can be manipulated and combined in many ways to get very specific data, for example you can break down sales performed by a specific user, for one revenue center, at a specific device, or during a particular hour of the day.

If you are using OLO or accepting donations at your business this report will not give you an accurate Net Sales number as net sales exclude things like service charges, donations, etc.

This report can be exported to CSV, Excel and PDF. There is also an Email option on this report that will send an email with a summary of the given days sales. This is not an emailed copy of the data in the sales report, but rather a collection of data from multiple reports.

HQ Reports

On TRAY HQ, select the REPORTS tab across the top menu. 

Tenders Summary report filter options

FIELD	DESCRIPTION
PERIOD	Specify the time period you want to report on
SITES	Filter the report by site or group
SERVICE	Filter the report by service for the selected sites - If multiple sites are selected, each value will be prefaced by the site name
STAFF	Filter the report by a specific staff member - If multiple sites are selected, each value will be prefaced by the site name
TERMINAL	Filter the sales by a specific device - If multiple sites are selected, each value will be prefaced by the site name
TENDER TYPE	Filter the report by a specific tender type - If multiple sites are selected, each custom tender will be prefaced by the site name
CARD TYPE	Filter the report by a specific Credit Card brand
DAY PARTS	Filter the report by the sites day parts - If multiple sites are selected, each value will be prefaced by the site name
TABLE	Filter the report by the sites destinations - If multiple sites are selected, each value will be prefaced by the site name
DRAWER	Filter the report by the cash drawer. This only shows values if cash drawers are configured for the site. If not, you should filter by terminal or staff - If multiple sites are selected, each value will be prefaced by the site name
STATUS	Filter the report by the following payments status. The ones that are underlined are the default statuses Captured - Any CC payment that has successfully been captured Captured Deposit - Payment taken day of an event Cash Collected - All Cash payments Client Processed Declined - All declines from 3rd party Client payment platforms such as Freedom Pay, Merchant Link, Etc. Declined - All declines from server integrated payment platforms such as Magensa, Auth. Net Gift Card Deposit - Any payments taken for gift card issuances. Gift card are not recorded as a sale until the redemption of the gift card occurs. HQ Credit Card Refund - Payments refunded from TRAY HQ (No longer possible) Refunded - Accounts for any refunded payments from any tender type Reservation Deposit - Initial payment taken for an event Tip Adjustment -  Accounts for any tips that have been adjusted after the payment was originally captured Voided - Accounts for any payments that have been voided
DURATION	This filter changes how the rows of data are grouped Hour Day Week Month Year

Tenders Summary report fields

FIELD	DESCRIPTION
CASH	BASE - Amount applied towards the check subtotal TAX - Amount applied towards taxes TIP - Amount applied towards tips TOTAL - Base + Tax + Tips
CREDIT	BASE - Amount applied towards the check subtotal TAX - Amount applied towards taxes TIP - Amount applied towards tips TOTAL - Base + Tax + Tips
GIFT CARDS	This section only shows gift cards that have been redeemed, not sales of gift cards. Please see the status filter section above for more information. BASE - Amount applied towards the check subtotal TAX - Amount applied towards taxes TIP - Amount applied towards tips TOTAL - Base + Tax + Tips
OTHER	Any Custom Tenders will be totaled here. They will not be broken out separately, but you can use the "tender type" filter to specify an individual tender BASE - Amount applied towards the check subtotal TAX - Amount applied towards taxes TIP - Amount applied towards tips TOTAL - Base + Tax + Tips
TOTALS	BASE - The total of all tender type subtotals added together TAX - The total of all tender type taxes added together TIP - The total of all tender type tips added together TOTAL - Base + Tax + Tips for all tender types
TOTALS (BOTTOM LINE)	The totals across the bottom show the total for the given column for the specified date range, culminating in the total subtotal and total grand total at the bottom right of the report.