The Daily Summary Report (DSR report) provides insight into all key performance indicators (KPIs) for managing day-to-day business, including sales, payments, and other sections.
To find the DSR Report, in Tabit Office, go to Back Office > Reports > Daily Summary
Taxes are not included in sales amount (gross or net)
- Sales are broken down by department and sub-department based on the catalog
- Gross sales = Net sales +plus comps and promotions
- Net sales = All sales -minus returns, comps, promotions, or voids
- The operational, marketing comps, and organizational comps are defined for comps and discounts. These are also broken down under the exceptions section
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The Promotions column reflects discounts the site has offered. It’s important to note any segments actualized will be included in the Promotions column
- Sales by daypart/shift are broken down into the sales made during a given shift. Each site customizes these
- Comps are items that were prepared, but the restaurant didn't charge for them
- Fees are considered non-revenue items and can have either a fixed % or dollar amount associated with them
- Sales+fees= Net sales+fees
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PPA (per person average) includes only seated orders with a duration exceeding 10 minutes divided by guest count. It excludes all OTC orders and any order opened and closed under 10 minutes
If a site has multiple outlets or areas of revenue centers configured, they will be broken down by outlet or “Revenue Center” to reflect the total sales by each area
- Order type breaks down the sales by how the order was completed
- Seated Orders are any order placed on a table or tab that was opened more than 10 minutes, and under
- TA is any takeaway order
- OTC is any order sold at “Eat In” through the OTC profile, or any seated order that was opened and closed in less than 10 min
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Delivery is any order that was generated through the TD profile or taken away via external sources (DoorDash, UberEats, etc) as delivery
External sources are dictated by the customer selection during the ordering process (pick up vs delivery)
- The Exceptions section is further broken down across the groups from the sales section
- Comps are broken down into three groups:
- Operational: Customer had an issue with an order or experience
- Marketing: Friends and family, purchasing a guest’s meal or beverage
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Organizational: Employee meals, manager discount
For more information, visit our exceptions report here
This section summarizes daily payments, including completed transaction counts for each tender type and the total number and dollar amount of refunds
Cash Summary shows the total amount of cash transactions for the day, and any reasons related to cash drawer opening. If Pay In/Pay Out reasons are set up, these will reflect here
Labor Cost is broken down by role/Job Function for the day and is also calculated as a percentage of any Job Function that has sales allocated
Cash On Hand should match the Cash Summary section
If a site pays out tips to staff, it’s important to note that cash on hand - subtotal (tips & service charge) = total cash balance
Configured fees charged throughout the day will reflect here. Fees are considered “non-revenue” items
Configured tax rates collected will reflect here
Summary of all collected taxes
Shows all orders that have been tax-exempted. It displays the date, order number, and amount exempted from the order. Double-clicking the order to pull order details