You can adjust the filters at the top of the page to refine your results for the entire report.

1. Report View: Select a saved Custom View or the default Base Report from the drop-down menu. You can also create a new Custom View from this menu. For instructions, please see the article: How to Customize Reports in the Bridge.
2. Location: Select a Location (or location group) by ticking the box next to the desired location from the drop-down menu. You can also select All Locations (the default).
3. Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.

Each summary grid on the report has its own set of controls, allowing you to customize its appearance and export its data independently.

1. Full Screen: Click the Full Screen icon to expand the Close Summary to fill the screen.
2. Report Style: Click the Report Style drop-down menu to change the grid's density. Options include Regular (the default), Compact, and Large.
3. DOWNLOAD: Click the DOWNLOAD button to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
4. Summary Grid: Toggles the visibility of the Grand Total row at the bottom of the report. When enabled, the report calculates and displays the aggregate totals for all columns based on your current filters.
5. Expand/Collapse: Changes the grid from a flat list to a hierarchical view. 
   
   Enabled: The report organizes data into collapsible rows (e.g., grouped by Location). A Group column appears on the left. Click the arrow next to a group name to drill down into specific details.
   
   Disabled: The report displays all data points in a flat, itemized list without nesting.
6. Sort Columns: Click any column header (e.g., Name) to sort the data in ascending (A-Z) or descending (Z-A) order.
7. Reorder Columns: Click and drag a column header (e.g., Discounts) to a new position in the grid.
8. Column Options: Click the three-dot menu on a column header to open more options.

Note: Making changes to options will activate the SAVE CHANGES button. These grid customizations can only be saved to a Custom View. If you are currently in the Base Report view, clicking SAVE CHANGES will prompt you to create a new Custom View to save your changes.

Sales Summary

The Sales Summary section breaks down your sales performance, displaying Voids, Sales, Discounts, Refunds, and Net Sales. The data is grouped by BY CATEGORY, BY DAYPART, BY REVENUE CENTER, and BY ORDER TYPE, and excludes any rows that had no sales activity. A Grand Total row summarizes the values for all groupings.

Payments

The Payments section details all payment transactions, grouped by Tender Type (such as CASH, CREDIT CARD, and GIFT CARD). It shows the Quantity of transactions, along with the total Sales, Tips, Pay In/Out, Deposits, and Total amount for each type. A Total Payments row summarizes all tender types.

Net Sales

The Net Sales section provides a calculation of your final Net Sales (Grand Total). It begins with Total Payments and then reconciles that figure against other amounts such as Gift Card Sales, Pay In/Out, Surcharges, Taxes, and Tips.

Pay In/Out

The Pay In/Out section lists all non-sale cash movements. It shows the Cash, Credit, and Total amounts for both Pay In and Pay Out events. A Grand Total row provides the final summary.

Taxes

The Taxes section details all collected taxes, with a separate row for each Tax Rate. It displays the Rate, Inclusive, Exclusive, Fee Tax, and Total Taxes for each. A Grand Total row summarizes all tax values.

Refunds

The Refunds section lists any refunds processed, showing the Check Amount, Tip Amount, and Total for each. A Grand Total row summarizes the values of all refunds.

Surcharges & Fees

The Surcharges & Fees section displays all fees applied to checks, with each fee listed as a separate line item. It shows the Count (number of times applied), Rate, and Total amount collected for each fee. A Grand Total row provides a summary of all fees.

Labor

The Labor section details your labor metrics, with Job positions grouped by Job Position Category. It shows Regular Hours, Overtime Hours, % Net Sales, and total Labor Cost for each job, with summaries for each category. A Grand Total row summarizes the labor cost percentage and total cost for all positions.