Spot Daily Patterns: The Sales by Date Report 📅📊
Ever wonder if your bar revenue naturally spikes on Thursdays, or if your guests prefer paying with cash on weekends versus cards on weekdays? The Sales by Date Report is built to answer one crucial question: "How did each sales category and payment type perform on each specific date — and how do those numbers compare side by side?"
This handy comparison tool lays out your menu sales categories, extra non-sales revenue, and payment collections side by side in parallel columns—giving you one column pair per business date. It makes it incredibly simple to spot day-over-day patterns in exactly what your guests are buying and how they choose to pay for it! 🚀
📊 What You'll See on the Report
The report splits your data into three distinct tables, each exploring a different angle of your daily revenue. Every table uses a date-by-date layout showing the transaction counts and dollar amounts for each specific day.
1. Sales Categories 🍔🍷
This table gives you one row per active menu category. For every business date in your range, you will see both the exact number of items sold (#) and the total dollar amount generated ($).
📝 Sales Categories Table Example
2. Non-Sales Revenue 💳🎟️
This section tracks additional charges and financial influxes that do not flow through your standard food and beverage menu categories. It provides one row per non-sales revenue type.
📝 Non-Sales Revenue Table Example
3. Tenders (Payment Methods) 💵💳
This table lists every payment method that was used to close out customer checks during the selected period, giving you one row per tender type.
📝 Tenders Table Example
🛠️ Strategic Ways to Use This Data
Spot Menu Category Trends: Reading horizontally across the Sales Category rows immediately highlights which types of food or drinks are driving your volume day-by-day. If your Food category is consistently softer on Mondays than on Fridays, you can use that data to fine-tune your kitchen prep planning and labor staffing. 🥪📉
Monitor Non-Sales Additions: The Non-Sales Revenue table is your best workspace to confirm that operational fees, auto-gratuities, and alternate pricing adjustments are being collected consistently across all open days. If you spot a date with zero fees while surrounding days show fee revenue, it might point to a missed configuration or a specific service type that accidentally bypassed your rules. 🕵️♂️
Analyze Your Tender Mix: Keeping an eye on how your cash and credit card volumes shift across different dates reveals local patterns in how your guests prefer to spend. This is incredibly useful for planning your cash-handling cashier shifts or pulling volume numbers together to negotiate better rates with your credit card processor. 💳💰
Track Gift Card Health: The Gift Card Sales row in the Non-Sales table and the Gift Card row in the Tenders table work together to tell your venue's complete gift card story. At a glance, you can easily monitor exactly how much gift card balance was sold versus how much was actually redeemed at your registers during the timeframe. 🎁
Simplify Accounting Reconciliation: For your venue's accountants and bookkeepers, the per-date totals in each table map directly to individual business date records. This makes it quick and straightforward to verify that daily category sales and tender collections match your overall daily totals perfectly. 🧾
🎛️ Custom Filters Available
You can seamlessly filter the entire Sales by Date dashboard in the NX Portal using these built-in parameters:
Order Types: Limit all three tables to focus purely on specific service types (like isolating Dine In, Takeout, or Online sales).
Revenue Centers: Scope your results to evaluate a specific physical area of your building (such as the Bar floor vs. the Patio).
Employees: View category numbers and tender collections attributable entirely to specific staff members.
Need Help? 💡
Why does a specific date show $0.00 for Gratuities when I know we had large parties?
Keep in mind that "Gratuities" refers strictly to automatic, service-charge style gratuities built into your menu rules. Regular tips written in by guests on credit card vouchers flow through your tip systems and won't appear as standalone non-sales revenue.
My daily totals don't seem to match my monthly bank deposits.
This report tracks transactions by the Business Date they occurred, not when the cash cleared your bank account. Credit card batches processed late at night or over weekends can sometimes take 24–48 hours to hit your bank statement. If you want to check settled funds, pull up our companion Credit Card Batch Report! 💵🏪
Do you want to explore how to set up specific order type filters for this report, or should we look into tracking your automatic gratuity rules next?