Daily Summary report – Help Center

The Daily Summary report gives you a summary of your venues sales and attendances for each day.

The role permission Can access Summary reports is required for staff to access the Daily Summary report. Administrators and managers have this permission enabled by default. To enable for other staff, create a custom role.

What is this report used for?

Use this report to get an overview of venue sales and attendance for specific days.

You can see sales data per payment type and per product, as well as till summaries for each POS device, so long as the tills have been closed for the day.

How is this report accessed?

From Venue Manager, go to Reports > Daily Summary report.

The report defaults to today's date. Adjust the date filters using the calendar to view any date.

This report is sent daily. If you do not currently receive this report via email, contact your account manager or support to arrange for this.

What data can you see?

The data is split up into several key metrics.

Booked headcount - the number of people booked in for the selected date. This is a useful metric for products which are booked for specific dates. If you have products which are valid for a date range and are not booked for specific dates, this metric is not useful.
Redeemed headcount - the number of guest redemptions on the selected date. This reflects unique guests.
Funds received - the value of transactions completed on the selected date across all payment types, other than payments made by redeeming a gift card.

Tender type summary

The tender type summary breaks down the funds received metric into the different tender types, with a split between online credit card and POS credit card transactions.

Gift card tender type contribute to this summary but are not included in funds received.

Product sales

This section shows the number of redemptions, number of product sales, the total product price, and actual funds received for the day by product. Funds received refers to the actual amount of money taken for each product on the day. This may only be a deposit for some products (eg parties) and may exclude discounts and fees for other products.

Till summaries

This section shows your closed tills for the day. Till summaries will only show up in this section if the tills have been closed off for the day.

FAQs

Can this report be customized or have filters applied to it?

Currently this report does not allow for customisation or filtering. It is a summary of activity for the day and more in depth reporting can be completed using other ROLLER reports.