The Daily Sales Summary Report shows sales results for each location and business day. It contains the sales, payment, tip, labor, and cash totals recorded for each day.
Column reference
| Column | Type | Description |
|---|---|---|
| tenant_id | NUMBER(38,0) | R365 internal tenant identifier |
| daily_sales_summary_id | VARCHAR | Daily sales summary record identifier |
| dss_name | VARCHAR | Name of the daily sales summary record |
| date | DATE | Business date of the daily sales summary |
| location_id | VARCHAR | Location identifier |
| location_name | VARCHAR | Name of the location |
| location_number | VARCHAR | Location number |
| legal_entity_id | VARCHAR | Legal entity identifier |
| legal_entity_name | VARCHAR | Legal entity name |
| operational_year | NUMBER(4,0) | Fiscal year from the 4-4-5 calendar |
| operational_period | NUMBER(2,0) | Fiscal period number (1-13) from the 4-4-5 calendar |
| operational_quarter | NUMBER(9,0) | Fiscal quarter from the 4-4-5 calendar |
| approval_status | NUMBER(38,0) | Approval status of the DSS record (1 = Unapproved, 2 = Approved) |
| steps_complete | BOOLEAN | Whether all required daily sales summary review steps are complete. Combine this column with the approval status to determine the overall review state, such as approved, completed, or in progress. |
| net_sales | NUMBER(38,2) | Net sales amount |
| gross_sales | NUMBER(38,2) | Gross sales amount |
| total_sales | NUMBER(38,2) | Total sales amount |
| sales_count | NUMBER(38,0) | Number of sales tickets (check count) |
| average_check | NUMBER(38,2) | Average check amount (net_sales / sales_count) |
| guest_count | NUMBER(38,0) | Number of guests |
| sales_percent_of_last_year | NUMBER(38,4) | Percent change in net sales versus the same day last year (positive = up). Shown as 100 when there are no sales last year to compare against. |
| comp_payment_amount | NUMBER(38,2) | Total comp payment amount |
| comp_payment_count | NUMBER(38,0) | Number of comp payments |
| coupon_payment_amount | NUMBER(38,2) | Total coupon payment amount |
| coupon_payment_count | NUMBER(38,0) | Number of coupon payments |
| discount_payment_amount | NUMBER(38,2) | Total discount payment amount |
| discount_payment_count | NUMBER(38,0) | Number of discount payments |
| credit_card_payment_amount | NUMBER(38,2) | Total credit card payment amount |
| credit_card_payment_count | NUMBER(38,0) | Number of credit card payments |
| cash_payment_amount | NUMBER(38,2) | Total cash payment amount |
| cash_payment_count | NUMBER(38,0) | Number of cash payments |
| gift_card_payment_amount | NUMBER(38,2) | Total gift card payment amount |
| gift_card_payment_count | NUMBER(38,0) | Number of gift card payments |
| house_account_payment_amount | NUMBER(38,2) | Total house account payment amount |
| house_account_payment_count | NUMBER(38,0) | Number of house account payments |
| void_payment_amount | NUMBER(38,2) | Total voided payment amount |
| void_payment_count | NUMBER(38,0) | Number of voided payments |
| non_cash_tips | NUMBER(38,2) | Tips paid via non-cash tender (credit card tips) |
| declared_tips_total | NUMBER(38,2) | Total declared tips |
| tips_paid_with_petty_cash | NUMBER(38,2) | Tips paid out via petty cash |
| unpaid_cash_tips | NUMBER(38,2) | Cash tips not yet distributed to employees |
| payroll_tax_total | NUMBER(38,4) | Total employer payroll tax. This is not sales tax. |
| total_labor | NUMBER(38,4) | Total labor cost |
| labor_percent | NUMBER(38,0) | Labor cost as a percentage of sales |
| labor_goal | NUMBER(38,0) | Target labor percentage |
| labor_regular_amount | NUMBER(38,4) | Regular (non-overtime) labor cost |
| labor_regular_hours | NUMBER(38,4) | Regular labor hours |
| labor_overtime_amount | NUMBER(38,4) | Overtime labor cost |
| labor_overtime_hours | NUMBER(38,4) | Overtime labor hours |
| labor_other_amount | NUMBER(38,4) | Other labor cost (non-regular, non-overtime) |
| labor_other_hours | NUMBER(38,4) | Other labor hours |
| total_deposit | NUMBER(38,2) | Total cash deposit amount |
| over_short | NUMBER(38,2) | Cash over/short amount (positive = over, negative = short) |
| paid_out_total | NUMBER(38,2) | Total paid-out amount |
| expected_cash_amount | NUMBER(38,2) | Expected cash amount for the daily sales summary |
| paid_in_total | NUMBER(38,2) | Total paid-in amount |
| completed_by | VARCHAR | User id who completed the daily sales summary review steps |
| completed_on | TIMESTAMP_NTZ | Timestamp when the daily sales summary review steps were completed |
| is_future_dss | BOOLEAN | Whether this DSS record is for a future (not-yet-elapsed) business date |
| approved_by | VARCHAR | User ID of the user who approved the daily sales summary. |
| approved_by_name | VARCHAR | Full name of the user who approved the daily sales summary, resolved from approved_by. |
| approved_on | TIMESTAMP_NTZ | Date and time the daily sales summary was approved. |
| created_by | VARCHAR | User id who created the DSS record |
| created_on | TIMESTAMP_NTZ | Timestamp when the DSS record was created |
| modified_by | VARCHAR | User id who last modified the DSS record |
| modified_by_name | VARCHAR | Full name of the user who last modified the DSS record, resolved from modified_by. |
| modified_on | TIMESTAMP_NTZ | Timestamp when the DSS record was last modified |