What the Daily Summary Report is for
The Daily Summary Report is the accounting-grade view of your sales: every order, item, payment, discount, tax invoice and cancellation, in detailed tables you can export or reconcile against. Where the Insights dashboards answer "how are we doing?", this report answers "what exactly happened?".
It has eleven tabs. This article explains the concepts that every tab shares — read it once and the individual tab articles will make much more sense.
The two filters
Outlet — every table shows one outlet at a time.
Reporting Date — the date range. All tables obey it (with one exception: Open Items on the Sales Summary tab, which is a live snapshot).
What a "reporting date" is
The reporting date is the business day an order belongs to — not the calendar date. Each outlet configures a day cutoff; a bar whose day ends at 03:00 will have its 1 a.m. orders counted on the previous day's report. This is why an order placed at 00:30 on the 8th can appear under the 7th: that's the business day it belongs to.
Where a table shows times of day (Totals by Hour, Sales by Timeframe, order timestamps), those are the actual clock time in Bangkok (Asia/Bangkok).
The two money bases — the #1 source of "these numbers don't match"
Tables in this report use one of two revenue definitions. Knowing which is which resolves almost every discrepancy question:
Item Total — the sum of item prices: before discounts, before service charge, before added tax. Any table that breaks sales down by item, menu, category or option uses this basis, because service charge and tax belong to the whole bill, not to a single dish.
Total (or Revenue) — what the customer was actually charged: Item Total − discounts + service charge + tax + rounding. Order-level and payment-level tables use this basis.
So if "Sales by Menu" adds up to less than the day's Total: that's discounts, service charge and tax — visible column by column in the Totals table on the Sales Summary tab. The reverse can also happen when discounts exceed SC + tax.
What counts, what doesn't
Completed orders only in all sales tables. Cancelled orders are excluded everywhere except the dedicated cancellation tables; open (unpaid) orders appear only in Open Items.
Confirmed items only in item tables — items cancelled off a bill don't count as sold.
Successful payments only in payment tables — voided payments have their own table.
Tips are tracked separately and never included in Total unless the column says "inc Tip".
Who did what: the staff columns
Several tables name the people involved with an order. These come from the POS activity log:
Opened By — who created the order. Shows (customer) when the guest opened it themselves via QR mobile ordering.
Payment Added By — who recorded the payment. (customer) = the guest paid online themselves; (system) = an automatic payment confirmation.
Cancelled By — who cancelled the order or item.
Ordered By (item tables) — who added that specific item to the bill: a customer name for QR self-ordering, or the staff member who rang it in.
Names resolve to the staff member's profile name; if a staff account has no name set anywhere, the account email is shown. A blank cell means no such event was recorded — common for older orders, since the activity log went live on 13 June 2026.
The tabs
Sales Summary — the end-of-day money view: totals, channels, menus, payment methods, discounts, cancellations, hour by hour.
Orders — one row per order, with the full money and staff detail.
Items — one row per item sold, incl. options.
Payments — every payment, by day, method, and individually.
Channels — sales split by channel and channel type per day.
Discounts — every discount application, incl. later-cancelled ones.
Tax — daily tax summary and per-order tax invoice detail.
Cancellations — cancelled orders and cancelled items, by day, staff, order and item.
Timeframes — sales in your configured time-of-day windows, daily and weekly.
Orders by Item / Orders by Item & Option — reconciliation views of order values at item and option level.
Each tab has its own article in this collection with a screenshot and column-by-column explanation.