Daily closing report

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Overview

• Select a date for the daily report
• Filter by shift (if shifts are used)
• View total sales summary
• View payment breakdown by method
• View expenses
• Export the report as PDF
• Print the report

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Prerequisites

• The Report module must be enabled.
• You need permission to view the Daily Report (Show Daily Report).
• Shifts should be closed for the day you are reporting on.

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Step-by-Step Actions

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1. Open Daily Closing Report

1. Click Daily Closing Report in the left sidebar.
2. The Daily Closing Report page opens.

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2. Select the date

1. Use the date picker.
2. Choose the day you want to report on (usually yesterday or today).
3. The report updates for that date.

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3. Filter by shift (if applicable)

1. If your restaurant uses shifts, you may see a shift filter.
2. Select a specific shift or “All” to see the full day.
3. The report updates.

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4. View the report summary

1. The report typically shows:
   • Total sales
   • Sales by payment method (Cash, Card, etc.)
   • Due payments
   • Expenses
   • Tax collected
   • Net or summary figures
2. Scroll to see all sections.

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5. Export as PDF

1. Click Export PDF or Download PDF.
2. The report is generated and downloaded.
3. Save it for your records or accounting.

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6. Print the report

1. Click Print.
2. A print dialog opens or the report is sent to the printer.
3. Print a copy for your records.

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7. Generate print job (if available)

1. Some systems let you Generate Print Job for the report.
2. The report is queued for printing.
3. Use this if you have a dedicated report printer.

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Common Mistakes and How to Avoid Them

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End Result

• You have a clear end-of-day summary.
• Sales, payments, and expenses are documented.
• You can export and print for records and accounting.