Understanding the Daily Sales Report in NX
The Daily Sales Report is one of the most comprehensive reports in NX, summarizing all sales activity for a specific business day or date range.
It provides detailed breakdowns of sales by category, payment types, discounts, taxes, and voids/deletes—helping venues review financial performance and reconcile end-of-day totals.
📘 Purpose of the Report
The Daily Sales Report allows users to:
- Review total sales and payment activity for a business day or range.
- Analyze performance by sales category, discounts, and void reasons.
- Confirm cash, credit, and tender totals for reconciliation.
- Identify where discounts and adjustments occurred.
- Ensure accountability across employees and payment methods.
This report serves as the core daily financial summary for venue management.
🧾 Report Layout
The report is structured into sections that each represent key areas of sales performance and reconciliation:
- Summary
- Sales Categories
- Non-Sales Revenue
- Accountability
- Tax Summary
- Tenders
- Cash Reconciliation
- Discount Summary
- Void/Delete Summary
Each section helps you understand a different aspect of the venue’s business day performance.
🗂️ Sections Explained
1. Summary
This section gives a snapshot of total activity for the selected day or date range.
| Field | Description |
|---|---|
| Business Date | The business day being reported. |
| Order # / Avg Order | Total number of orders and the average sales per order. |
| Guest # / Avg Guest | Total guests served and the average spend per guest. |
| Discounts | Total value of all discounts applied. |
| Net Sales | Gross sales after discounts. |
| Cash | Total cash collected for the period. |
This section provides a high-level performance overview before the detailed breakdowns.
2. Sales Categories
This section lists all sales categories (such as Food, Beer, Liquor, Retail, etc.) and shows how much revenue each generated.
Category names will vary between venues depending on how the menu is configured.
| Column | Description |
|---|---|
| Category | The menu group or category name. |
| Gross Sales $ | Total sales before discounts. |
| Discount $ | Total amount discounted from that category. |
| Net Sales $ | Sales after discounts. |
Use this section to identify top-selling categories or those frequently discounted.
3. Non-Sales Revenue
Displays revenue from sources other than sales—such as fees, gratuities, or other credits.
Common entries include:
- Gift Card Sales
- Tip Fees
- Paid Ins / Paid Outs
These values are venue-specific but typically represent non-menu income.
4. Accountability
This section acts as a financial audit trail showing how NX balances all components of sales and payments.
It includes:
- Gross Sales – All sales before discounts and taxes.
- Discounts – Subtracted from gross sales.
- Net Sales – After discounts.
- Taxes – Added (exclusive or inclusive).
- Other Items – Paid Ins, Gift Cards, Gratuities, or Tip Fees.
- Total Accountable – The total amount that should be collected or reconciled.
This ensures all cash, credit, and other payments match system-recorded totals.
5. Tax Summary
Shows taxable amounts and associated tax collected.
| Column | Description |
|---|---|
| Tax Type | Type of tax (e.g., Sales Tax, No Tax). |
| Taxable $ | Amount of sales subject to that tax rate. |
| % | Tax rate applied. |
| $ | Total tax collected. |
This section helps verify compliance and confirm tax totals match jurisdictional rates.
6. Tenders
Breaks down how payments were received. Tender types may vary by venue.
| Column | Description |
|---|---|
| Tender Type | Method of payment (e.g., Cash, Credit, Gift Card). |
| Base $ | Total sales collected under that payment type. |
| Tip $ | Total tips paid on that tender type. |
| Refund $ | Refunds processed using that tender. |
| Total $ | Combined total for each tender. |
his is the section to use when reconciling daily payment deposits or merchant totals.
7. Cash Reconciliation
Summarizes all cash-related movement within the venue, including:
- Gross Cash Collected
- Tips Paid Out
- Paid Outs
- Refunds
- Net Cash
If the Net Cash is negative, it may indicate that tips or payouts exceeded incoming cash for the day.
8. Discount Summary
Summarizes all discounts applied during the business day.
Discount names and amounts are venue-defined (e.g., “Employee 50%”, “Happy Hour”, “Coupon”).
| Column | Description |
|---|---|
| Discount | Name of the discount applied. |
| # | Number of times the discount was used. |
| $ | Total value discounted under that type. |
This helps track how much revenue was reduced through promotions or employee discounts.
9. Void/Delete Summary
Displays items voided or deleted after being entered in NX.
Reason names are custom per venue (e.g., “Guest Changed Mind”, “Server Error”, “Out of Stock”).
| Column | Description |
|---|---|
| Reason | The void/delete reason. |
| # | Number of items voided under that reason. |
| $ | Total dollar value voided. |
This is useful for spotting trends in operational errors or verifying that voids are legitimate.
🧮 Totals and Report Generation
At the end of the report, NX displays:
Generated at [Date & Time]
This confirms the report generation time and ensures the data reflects the most recent close or reporting cycle.
✅ How to Use This Report
- Review Net Sales vs. Discounts to monitor profit impact.
- Use Tender Totals to verify daily deposits and merchant settlements.
- Audit Voids and Discounts for potential misuse or process errors.
- Compare Category Sales to identify best-performing menu groups.
⚠️ Tips
- All category and discount names are venue-specific — they’ll reflect your customized configuration.
- Run this report daily for closeout or by date range for weekly or monthly analysis.
- Always verify cash reconciliation matches your physical drawer count.
🧩 Summary
The Daily Sales Report gives a complete financial snapshot of your venue’s operations for a given period.
It consolidates all sales, payments, discounts, and voids—helping you reconcile, analyze, and optimize your daily performance in one place.