Understand the Sales Summary Report

These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.

The Sales Summary report includes a snapshot of sales totals for the hour, day, month, year, a specific date or a combined date range. This article will show you how to use this report and view your revenue and receipts.

In this article

• Metrics used in this article
• View the Sales Summary report
• View revenue and receipts
  • In the chart
  • In the data table

Metrics used in this article 

Each report on talech.com has a Metric dropdown above the chart that can be changed to display different sales metrics. The metrics we’ll be using in this article and their definitions are found in the table below.  

Metric	Definition
Revenue	Gross revenue of sales
Net Revenue	Net revenue (gross revenue minus discounts, loyalty, and refunds).
Orders	Number of order receipts

For a complete list of the different Metrics available in the reports and their definitions, see the article Reports Metrics Glossary. 

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View the Sales Summary report 

1. Log in to talech.com.  
2. Select Reports from the left navigation menu. 
3. Select the Sales Summary report from the list of prepared reports.  

4. By default, the report displays real-time data for the current day grouped by hour in the top chart. You can adjust the following fields on the report:  

• Date range: Select the date dropdown to select from a pre-set range, a specific date, or select a custom range of dates. You can view up to 2 years of data grouped at the daily level and 10 years of data grouped at the yearly level.  

• Grouped by: Select the dropdown to segment the data over the given time period by Hour, Day, Month, or Year.  

• Metric: Select from the available sales metrics to change what data is plotted on the chart.  

Once you have selected your date range and other metrics, the chart and data table update.  

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View revenue and receipts 

To view your store’s revenue and receipts, use the chart to see these metrics individually or use the data table to view these metrics together for comparison.  

In the chart 

1. In the metric dropdown, select either Revenue, Net Revenue or Orders.  

• Revenue: Displays the gross revenue for the date range.  
• Net Revenue: Displays the revenue collected for the date range. This is calculated based on gross revenue minus discounts, loyalty and refunds.  
• Order: Displays the total number of orders for the date range.  

2. Change the Grouped by dropdown as needed. This is how your data points will plot on the chart over the date range. 

• Hour (only available for date ranges of single day or week) 
• Day 
• Month 
• Year 

In the example below, we’re looking at a custom 3-month date range of revenue grouped by day. If we wanted to see the receipts for this same date range, we would change the Metric dropdown to Orders.  

In the data table 

The data table displays several columns by default, but you can edit which columns are shown to see your revenue and receipts together.  

1. Select the Columns button to the top right of the data table.  
2. Ensure that Orders, Net Revenue, and Revenue are all checked.  

 

3. The totals for all columns appear at the top of the table in the first row. From here you can compare your different sales metrics over the date range selected.  

In the example below, we’re looking at a custom 3-month date range grouped by day. The Revenue, Net Revenue and Orders can be compared together in the table.  

 

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Need more help?

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