The Daily Summary report gives you a summary of a day's takings and attendance.
When to use
The purpose of the Daily Summary in ROLLER is to give you a quick overview of your venue's sales and attendance for a day.
Use the report to see:
- Total takings for a day
- The number of people booked in (expected)
- The number of guest redemptions (tickets redeemed at POS)
- Total sales by payment type and by product
- Till summaries for each POS device (so long as the tills have been closed for the day)
Access the report
From Venue Manager, go to Reports > All reports > Daily Summary.
The report defaults to today's date. Adjust the date filters to view a different date.
This report is sent daily. If you do not currently receive this report via email, contact the support team to set this up.
Key metrics
| Metric | Description |
|---|---|
| Booked headcount | The number of people booked in for the selected date (expected headcount). This number excludes canceled bookings. Useful for products booked for specific dates. Not useful for products valid for a date range. |
| Redeemed headcount | Total number of guest redemptions on the selected date (ie tickets redeemed at POS). This number may differ from booked headcount as booked guests may not attend (ie no shows). |
| Funds received |
|
*When a gift card or voucher is redeemed, the guest is essentially using credit that was pre-paid at an earlier date. Excluding these redemptions provides a clearer picture of how much new money was generated on a given day.
**Tips are included in daily transaction or sales reports so that you can reconcile transactions as they form part of the total value of a transaction. Refer to the guide Staff Gratuity report to learn how to report on tips or gratuities.
Funds received by tender type and channel
This section divides the funds received metric into various tender types and sales channels as follows:
- Tender types: Cash and credit card transactions
- Sales channels: POS, online checkout, Venue Manager and recurring billing
Sales by product
This section shows the number of redemptions at POS (check ins), the unit cost (total product price), quantity sold (number of product sales) and actual funds received for the product for the selected day.
Funds received here refers to money taken for a product on the day, including fees and less any discounts. This money taken may only be for partially paid bookings (eg party deposits, pending bookings) and takes into account any discounts.
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 sales reports in ROLLER.
Why are there differences between booked headcount and redeemed headcount?
Some guests who book may not attend, lowering the redeemed headcount.
Why would a product show with 0 check ins & 0 sold?
If there is 0 for sale and 0 for redemption it means the item was removed from a booking on that day or there was a recurring payment taken for a membership.
Why is there a minus for one of the product sales?
A negative balance occurs when items are removed from a booking.