Read your sales summary

The Sale reports group shows how much a location sold and how customers paid. Summary gives a quick view of one period. Sales adds payment and order counts. Sales by orders lists every order so you can open one.

Good to know

Screenshots on this page show sample data.

In the sidebar, open Reports, then Sale reports.

How sales are counted

Summary and Sales read the same completed orders, so their totals match. These rules apply to both.

Rule	What it means
Orders counted	Completed orders, and refunds made on them. Voided, rejected and recalled orders are not counted.
Which day	An order counts at the time it was completed. A refund counts at the time you made it, as a negative amount. It doesn’t move the original sale to another day.
Tips	Left out of every sale amount. Tips are shown on their own cards.
Tax and extra fees	Included in Gross Sale. Net Sales takes tax off. It doesn’t take extra fees off.
Discounts	Already taken off. Sale amounts are the payments received.
Gift cards	A payment made with a gift card counts as a sale.

Filters

Every report in this group has a date filter and Filter by shop.

Date range

Summary and Sales by day use the Filter by range picker. It opens on today, from the start of your Business hour to its end. If you haven’t set Business hour, the range is 12:00 AM to 11:59 PM. See Locations.

1. Open the picker

   Click Filter by range.

2. Pick the dates

   Click a preset: Yesterday, Today, Last 7 days, Last 14 days, Last 30 days, This week, This month or This year. Or click a start date and an end date in the calendar. You can’t pick a future date.

3. Change the hours (optional)

   Turn on Advance Date & Time. Choose Business Hour to use your shop’s hours, or Custom to set your own start and end time. Click Apply. If the end time is the same as or earlier than the start time, the range ends on the next day.

Sales, Sales by orders, Sales by hour, Items & categories and Discounts use a range field with a date and a time. The presets are the same as above. Unless a page says otherwise, the range opens on today, 00:00:00 to 23:59:59, in your browser’s time zone.

Warning

On Summary, the first range uses the shop’s time zone. A range you pick yourself uses your browser’s time zone. If your browser and your shop are in different time zones, check the times shown under the picker before you read the totals.

Shop, status and remembered filters

• Filter by shop: reports show one location at a time. The list is in alphabetical order. A report opens on the shop you used last in this browser session, or on the first shop in the list.
• Filter by status: only on Sales by orders. See Find an order.
• Nuvioo remembers each report’s filters until you close the browser tab.

Print and download

Most reports have two icon buttons at the top right. Summary has neither. Daily closing has Print only.

• Print opens your browser’s print window with the report as a PDF. Use it to print or to save a PDF.
• Download starts an Excel export of the current filters. You see “Downloading report is being processed. Please wait a moment.” The file downloads when it’s ready.

Summary

Open Sale reports, then Summary. The page opens on Today’s Sales with the hours below it. If the range matches a preset, the preset name replaces the title. Otherwise you see the first and last date.

Summary (sample data)

Card	What it counts
Gross Sale	Cash sales, card sales (Nuvioo payments and traditional terminal), and gift card payments, minus refunds. No tips.
Tax Amount	Tax on completed orders, minus tax on refunds.
Net Sales	Gross Sale − Tax Amount + tips refunded in cash.
Total Amount	Gross Sale + Total Tip − Gift Card. This is money taken in with tips included, and gift card payments left out.
Total Credit	Card sales plus card tips. Under Total Amount.
Total Cash	Cash sales plus cash tips. Under Total Amount.
Total Tip	Card tips, cash tips and traditional terminal tips. Gift card tips are not included.
Total Credit Tip	Card tips plus traditional terminal tips. Under Total Tip.
Total Cash Tip	Cash tips. Under Total Tip.
Total Credit Sale	Card sales and traditional terminal sales, with no tips.
Total Cash Sale	Cash sales, with no tips.
Food Sale, Alcohol Sale	Item sales by the item’s sale type. See the next note.
Gift Card	Payments made with a gift card, minus refunds.
Extra Fee	Extra fees charged, minus fees refunded. Tips on extra fees are not included.
Refund	Money refunded in the range, including refunded tips.

Note

Food Sale and Alcohol Sale add up item line totals. The totals include tax and are after discounts, minus refunded amounts. Gift card items are left out. Orders are placed by when they were last updated, not when they were completed. These two cards can differ from Gross Sale. To report an item as alcohol, see Items.

Click Total Amount to open Sales by orders with the same shop, range and the Completed status. Click Total Tip to open the Tips report. See Staff, shifts and tips reports.

If no orders match, every card shows zero.

Sales

Open Sale reports, then Sales. It shows the same period in more detail. Point to the ? next to Gross sale, Net sales, Total orders or Number of transaction to read a short hint.

Sales (sample data)

Card	What it counts
Gross sale	Total cash sale + Total nuvioo sale + Total traditional terminal sale + Total gift card, minus refunds. No tips.
Tax amount	Tax on completed orders, minus tax on refunds.
Net sales	Gross sale − Tax amount + Total tip refunded by cash.
Total orders	Orders completed or refunded in the range. Under the number you see how many were completed and how many were refunded. “Refunded” means a completed order that was refunded in full in this range.
Total cash sale	Cash payments, no tips, minus refunds.
Total cash tip	Tips paid in cash.
Total nuvioo sale	Card payments taken through Nuvioo payments, no tips.
Total nuvioo tip	Tips on those card payments.
Total traditional terminal sale	Payments taken on a separate card terminal and recorded in the POS, no tips. Custom payment methods are counted here too.
Total traditional terminal tip	Tips on those payments.
Total tip refunded by cash	Tips you gave back in cash when you refunded an order.
Number of transaction	Successful payments on completed orders. One order can have more than one payment. Orders refunded in full in the range are not counted.
Average of transaction value	Gross sale divided by Number of transaction. It shows zero when there are no transactions.
Total extra fee	Extra fees charged, minus fees refunded.
Total gift card	Payments made with a gift card, minus refunds.
Total credit	Total nuvioo sale and Total traditional terminal sale, plus their tips.
Miscellaneous	The total of reconciliation payments on the orders. This card only appears when the amount is not zero.

If no orders match, the cards show zero.

Find an order

Open Sale reports, then Sales by orders. The table lists orders. Use it to find one order or to see why a total moved.

Sales by orders (sample data)

Filters

• Filter by range and Filter by shop, as described above. The range matches the time each order was last updated. A refund updates an order, so a refunded order shows on the day of its refund.
• Filter by status: Completed, Refunded, Voided, Reject or Recalled. Click the clear icon to show all of them. Refunded lists completed orders that have a refund, and refunded orders.

Columns

Column	What it shows
Employee	The employee who took the order. Online means the order has no employee. Sort it, or filter by one or more employees.
Order #	The order number. Newest first by default. Click the search icon, enter the full order number and click Search. Click Reset to clear it.
Status	The order status.
Order Type	Dine in or To Go. Sort it, or filter by one type.
Revenue	The order total (tax and extra fees included), minus tips on extra fees, minus refunds. It never goes below zero. Filter by an exact amount.
Payment Status	Paid, Partial Refund, Refunded or Unpaid. A completed order is Paid, or Partial Refund if part of it was refunded. A voided, rejected or recalled order is Refunded only if it was refunded in full.
Payment method	The methods on the order’s successful payments, separated by /. Pay later means no payment succeeded. Filter by method.
Tax amount	The tax on the order.
Discount amount	The discount applied to the order.
Total refunded	The amount refunded on the order.

When Filter by status is Refunded, completed orders show a dash in Revenue, Tax amount and Discount amount. Only Total refunded matters for them.

Order details

Click the i button at the end of a row. The Order # drawer opens with:

• General information: Order on, Order updated, Order process (the status), Payment Status, Order Type, and Revenue. Click Revenue to see the price, tax, tip, extra fee, discount, gift card and refund amounts that are not zero.
• Refund: the refund amount, payment method and reason, when the order has a refund.
• Items info: Product name, Size, Quantity, Revenue, Option type and Adding.
• Transactions info: when each payment was created, its amount, status, payment method and transaction type.
• Void items info: items removed from the order, with the reason and the time they were deleted.

If no order matches, the table is empty.