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.

The Charts section provides a graphical representation of your financial data, helping you identify trends at a glance. 

1. Expand or Collapse this section by clicking the arrow on the right side of the Charts header row.
2. Gross Receipts: A bar chart displaying your total revenue over the selected time period.
3. Overview: A pie chart breaking down your financials by category (e.g., Gross, Tax, Tips).
4. Interactive Tooltips: Hover your mouse cursor over any bar or slice of the pie chart to view the precise dollar value for that specific segment.

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 Account 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 that specific section 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 these settings 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.

The Close Summary report organizes your end-of-day financials into specific columns. You can use the Columns button on the right side of the screen to show or hide specific metrics as needed.

• Fiscal Day: The specific business date the data belongs to.

• Voids: The total value of items voided after being sent.

• Gross: The total sales value of items before any discounts, taxes, or fees are applied.

• Fees: The total value of all mandatory charges (e.g., delivery fees, large party fees) collected.

• Tax: The total sales tax collected.

• Gratuities: The total value of automatic or manual gratuities applied to checks.

• Tips: The total amount of voluntary tips added by guests.

• Discounts: The total value of all price reductions applied to checks or items.

• Gross Receipts: The total revenue collected for the day, used for final reconciliation.

How Gross Receipts is Calculated: The Gross Receipts figure represents the total funds collected for the day. The system calculates this number using the following formula:

Gross + Fees + Tax + Gratuities + Tips – Discounts = Gross Receipts