--- title: "Daily Sales Page" slug: "daily-sales-page" description: "Reference for the Daily Sales grid with columns for Status, Net Sales, Total Labor, Over/Short, and Guest Count." updated: 2026-07-06T18:13:50Z published: 2026-07-16T08:00:00Z canonical: "docs.restaurant365.com/daily-sales-page" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Daily Sales Page The Daily Sales page in R365 tracks Daily Sales Summaries (DSS) for each business day. A DSS records daily revenue, sales activity, and related details. Managers [review and update DSS records](/doc/docs/daily-sales-review-a-dss), then save or mark them as completed. [Approvers](/doc/docs/golden-rules-of-accounting) finalize completed records in the classic R365 experience, ensuring daily sales data is accurate and ready for reporting. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BWCT4CXB.png) --- ## **Security** **DSS permissions are found in the permission tree as follows:** - Sales & Cash - Daily Sales - View Daily Sales - View/Edit Mass DSS - Edit Daily Sales - Edit Guest Count - Edit Tags On Locked DSS - Edit Attachments On Locked DSS - Recreate Daily Sales JEs - Access DSS JE Tab - Assign Sales/Payment Type Accounts in DSS - Complete Daily Sales - Unlock Daily Sales - Approve Daily Sales - Unapprove Daily Sales - Delete Daily Comments - Delete Daily Sales - Repoll Daily Sales These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## **Navigation** ****Navigation Steps**** 1. Open the **Sales & Forecasting** application. 2. Expand **Daily Sales Summary**. 3. Click **Daily Sales Summary (DSS).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7CHPVMTI.png) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png) --- ## **Daily Sales Grid** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3FZBKOK0.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Views | Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about [managing table views](/doc/docs/manage-table-views). | | **2** | Search | Filters the table for the entered text in the following columns. | | **3** | Smart Grid Controls | Contains the following additional table actions: - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png) - **Columns** - Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png) - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. -

Refresh Data - Refreshes the table without changing the view.

 | | **4** | Daily Sales Summary | Click into the row to open the associated [Daily Sales Summary](/doc/docs/daily-sales-summary) in a sidesheet. | ### Daily Sales Columns The following includes all available columns that can be added to the grid. | Column | Description | | --- | --- | | Status | **In Progress** - DSS has not been completed or approved. **Completed** - DSS has been [reviewed and marked as complete](/doc/docs/daily-sales-review-a-dss) and is locked from editing. **Approved** - DSS was [approved in the classic experience](/doc/docs/daily-sales-approve-a-dss). | | Issues | Displays a warning icon if labor entries or punch edits are still processing. A red alert icon with the tooltip ‘Unpayable employee(s)’ displays next to any line item where one or more contributing employees are unpayable. > Unpayable employee warnings are only displayed when R365 Payroll is enabled. These warnings are informational and do not block DSS review, completion, or approval. | | Locations | Location associated with the Daily Sales Summary. | | Name | Full name of the DSS, including the location and date. | | Date | Date associated with the POS data. | | Attachments | Indicates if attachments have been added to the DSS. | | Net Sales | Total net sales for the location and date. | | Total Labor $ | Total actual labor dollars for all employees. | | Total Labor Hours | Total actual hours worked by all employees. | | Labor % | Total Labor $ / Net Sales. | | Total Deposit | Total cash and check deposit. | | Over/Short | Difference between the expected and actual deposit. | | Guest Count | Total guests on all sales tickets. | | Created By | User who created the DSS. | | Created On | Date DSS was created. | | Modified By | User who last edited the DSS. This field displays the user's name even if the user has since been deactivated | | Modified On | Date DSS was last edited. | | Completed By | User who [marked the DSS as complete](/doc/docs/daily-sales-review-a-dss). | | Completed On | Date the DSS was marked as complete. | | Approved By | User who [approved the DSS in the classic experience](/doc/docs/daily-sales-approve-a-dss). | | Approved On | Date the DSS was approved. | POS (Point of Sale) A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).