Viewing End of Day Report

How to View an End of Day Report

This document covers a step-by-step guide to generating an End of Day Report in the Basket Point of Sale system.

• Using the navigation drop-down menu, on the upper left hand corner of the screen, select Sales > End of Day Report.

From there you will be able to filter by the date you wish to view, and for which location, region, or for a broader view, all stores.

Understanding the End of Day Report

Once the End of Day Report is generated, it provides a summary of the store’s activity for the selected business day. The report includes Reconciliation details such as gross sales, returns, discounts, net sales, taxes, tips, total collected, tenders, and any variance. It also breaks down Sales by Department, allowing you to review gross sales, returns, discounts, and net sales for each department. The report includes Discounts by Name to show the number and total value of discounts applied, as well as a Tenders section summarizing transactions by payment type. Finally, the Cash Reconciliation section shows the starting cash, cash sales, cash back, pay-ins, pay-outs, and the expected amount in the till. If a drawer was counted, the report will also display the drawer variance to help identify any differences between the expected and actual cash amounts.

Note! The End of Day Report is based on the selected business day and includes transactions from all applicable lanes and shifts for that period. Review the Variance and Cash Reconciliation sections to verify that the expected cash matches the counted amount and to identify any discrepancies before closing out the business day.

How to Export the End of Day Report

Once the End of Day Report has been generated, you can export the report for recordkeeping or further review.

1. In the upper-right corner of the End of Day Report, select Export.
2. The report will be downloaded as a file to your device.
3. Open the exported file to review, save, print, or share the End of Day Report as needed.

Note! The End of Day Report is exported for the individual store selected when generating the report. If you are managing multiple stores, each store’s End of Day Report must be generated and exported individually.

Tip! Export the End of Day Report at the end of each business day to maintain a record of daily sales, tender activity, cash reconciliation, and any variances. You can also access a previous End of Day Report at any time by selecting the desired date and re-exporting the report as needed.