Spot Trends and Track Performance: The Daily Sales V2 (Flash Style) Report 📊✨
Managing a successful restaurant means keeping a close eye on your financial health, not just at the end of a single shift, but over days, weeks, and months. The Daily Sales V2 (Flash Style) Report is your multi-date, cross-section financial dashboard.
While our standard Daily Sales V1 report is a deep, single-day audit tool perfect for closing out a shift, the V2 report is designed for analytics. It packs your financial data into date-by-date comparison tables, making it the perfect tool to spot trends, compare days of the week, or send a clean weekly summary to ownership! 🚀
🔍 What Makes It Different from V1?
Think of Daily Sales V1 as your micro-level daily closer and V2 as your macro-level trend finder. Here is how they stack up side-by-side:
| Feature | Daily Sales V1 | Daily Sales V2 (Flash Style) |
|---|---|---|
| Primary Use | End-of-day close document | Multi-day trend and summary review |
| Date Layout | Single date per run | One row per date across all sections |
| Section Headers | Label text only | Label + dynamic totals (e.g., "Summary $4,218.75") |
| Sales Category View | Flat list | Supports Nested, Parent, and Child hierarchies |
| Data Depth | Full transaction-level detail | Summary-level overview per date |
📊 What You'll See on the Dashboard
Instead of long walls of text, each section in this report presents one row per business date, allowing you to scan metrics across multiple days at a single glance!
1. Overall Summary 📈
Displays your top-line performance metrics day-by-day, tracking orders, average check sizes, guest counts, average guest spend, total discounts, net sales, and cash collected.
📝 Report Example
2. Sales by Category 🍔🥗
Tracks net sales, gross sales, and discounts per category per date. It also fully supports nested category hierarchies, ensuring your parent and child categories roll up correctly.
3. Accountability 🏃♂️💨
Shows per-event financial accountability. Providing visibility into each financial event that occurs.
4. Non-Sales Revenue & Taxes 💳🏛️
Non-Sales Revenue: Aggregates your daily fees, gratuities, house-retained tips, paid-ins, and gift card sales per date.
Taxes: Displays each tax type with its specific taxable amount and tax collected, organized with one row per tax per date.
5. Payments & Cash Reconciliation 💵🧮
Payments: Lists every tender type (cash, card brands, gift cards, house accounts) alongside its daily total.
Cash Reconciliation: Your formal cash accountability statement presented per date, tracking starting balances, cash in, drops, paid-outs, tips out, and ending balances.
6. Operational Controls (Discounts, Voids, & Opens) 🛑🏷️
Discounts: Total discounts by type, including the count and dollar amount per discount code per date.
Voids / Deletes: A quick daily summary of deletion totals grouped by void reason, giving you a high-level view without the line-item noise.
Open Orders: (Optional) Any checks still left open at the time the report is generated, showing the order number and amount.
Cash Over / Short: (Optional) Expected versus counted ending cash balances per date to quickly highlight discrepancies.
7. Optional Additions & Suggestions 📝🤝
Payment Detail Lists: Transaction-by-transaction details for Cash, Credit, and Other payment streams can be toggled on if needed.
Tip Out Suggestions: Calculated tip-out amounts by job role based on the period's sales numbers for venues with configured tip distribution rules.
🛠️ Strategic Ways to Use This Report
Weekly Owner Summaries: Run the report for Monday–Sunday and email it directly to ownership. The date-by-date layout makes it incredibly easy to spot strong sales days versus soft ones without making them wade through seven individual daily close documents. 📥
Category Trend Reviews: Use the Sales by Category multi-date view to identify which menu sections are building momentum and which ones are tapering off. This is highly actionable data for weekly menu engineering or planning upcoming chef specials! ⏱️
Labor & Discount Benchmarking: Compare discount totals across days to see if specific days of the week are running unusually high comp or promotional activity. 🔍
Smooth Accounting Period Closes: Run the report for a full month to generate a structured summary your bookkeeper can use for quick journal entries. They will get one clean row per date across every financial dimension! 🧾
⚙️ Report Customization Checklist
You can fully customize your V2 report by including or excluding sections independently using the exact same configuration keys as V1:
SUMMARY·SALES_BY_CATEGORY·NON_SALES_REVENUE·ACCOUNTABILITY·TAXESPAYMENTS·CASH_RECONCILIATION·CASH_OVER_SHORT·DISCOUNTS·DELETESOPEN_CHECK_SUMMARY·CASH_PAYMENTS·CREDIT_PAYMENTS·OTHER_PAYMENTS·TIP_OUT_SUGGESTION
Need Help? 💡
Why aren't the "$ Fees" or "$ Net" columns showing data in my Payments section?
The fees and net deposit columns will only display data if your specific credit card processing integration passes fee data back to the NX platform. If it is blank, your processor does not currently support this automated lookup.
Can I export this report to give to my accountant?
Yes! You can print or download the Daily Sales V2 report directly from the NX Portal dashboard as a clean summary file, making it easy to hand off to your accounting team for monthly journal entries.