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Review daily sales for your restaurant

Who is this article for?
  • Account owners or team members with the reports permission to view detailed sales reporting. Set permissions in Square Dashboard.
  • Square for Restaurants Plus and Premium subscribers and Square Kiosk subscribers
  • Square Plus and Square Premium subscribers with advanced restaurants capabilities added. Add capabilities in Square Dashboard.
  • About reporting with Square

    Square provides a powerful set of reporting features designed to provide restaurant owners and managers with deeper insights into their operations. These reports empower Square sellers to make data-driven decisions that can optimize performance, streamline operations, and enhance customer satisfaction.

    With our enhanced Daily Sales Summary Email, you can gain more insight into how your business did that day with easy to read week-to-week and year-to-year comparisons.

    Before you begin

    • To receive the Daily Sales Summary Email, email notifications must be turned ON and you must have sales the same day.  

    • The Daily Sales Summary Email is sent roughly 1.5 hrs after your business hours close or at 1:30 am if you do not have business hours set up on your Square Dashboard. Learn how to Set up analytics and reporting.

    Review your Daily Sales Summary Email

    Comparisons

    Comparisons help you easily understand the relative performance of your business throughout the day, week, or period. Comparing metrics to the same day last week or the same day last year can help you recognize whether you are doing better/worse than last week or last year. Week over week (WoW) and year over year (YoY) comparisons make it easy to draw conclusions about the performance of your business so that you can spend more time digging into why.

    Week over week

    Week over week represents the percent or value change from the same day last week. If there is no data for the same day last week, there won’t be a percent or value change. Week over week comparisons can be useful for sellers to compare the performance of their business. This makes it easier to understand the relative performance (i.e. better than or worse than). Because of the weekly cycle nature of restaurants, using week over week comparisons also provides more relevant comparisons.

    Year over year

    Year over year represents the percent or value change from the same day last year. If there is no data for the same day last year, there won’t be a percent or value change. Similar to week over week comparisons, this allows you to make more relative comparisons, which gives you a more accurate view on the performance of your business today.

    Sales summary

    This section captures the primary sales related metrics meant to give you an overview on the performance of your business. This section also includes descriptions for some of the metrics that are also available in the Sales Summary on Square Dashboard.

    Gross sales

    Item sales including modifiers and service charges.

    Item sales

    All Item sales excluding taxes, discounts, comps and refunds.

    Service charges

    Service charges including auto gratuity, surcharges and other fees. Taxes and Fees on service charge are added to Taxes and Fees.

    Discounts & comps

    Deductions made to your sales due to returned sales, goodwill losses such as incorrect sales or discounts applied.

    Net sales

    Gross Sales minus Returns minus Discounts and Comps. This is an indicator of performance that is often better than Gross Sales because Gross sales can be misleading in restaurants where comps and discounts are common. For operators, this is a more realistic figure of the money coming into the business from sales.

    Total Sales

    Net Sale plus taxes, tips, gift card sale minus additional amount refunds.

    Tips

    All non cash tips including refunded tips. This does not include cash tips or automatic gratuity.

    Tip rate

    Total cash, card, and automatic gratuity tips divided by net sales.

    Sales breakdown

    This section introduces tables that show sales broken out by category and order source. This can help you understand where your sales are coming from. These tables are also helpful for understanding why sales are better/worse than expected. Use these to position your marketing investments in the categories and order sources that are performing the best for you.

    Category

    The category table represents the reporting category associated with items sold during the period. You can adjust the reporting category associated with each item sold in Item Library.

    Order Source

    Order source represents where the payment was made. This is the same as the order source filter in Dashboard reports.

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