Dashboard Analytics and Reports - Gross Sales

Introduction

In this article, we'll introduce you to the powerful dashboard analytics and reporting feature that provides valuable insights into your sales transactions. With this intuitive dashboard, you can swiftly identify trends, seize opportunities, and make informed decisions on products and strategies, giving you a competitive edge.

Understanding Dashboard Analytics:

Our intuitive dashboard feature lets you gain comprehensive real-time insights into your sales performance. It enables you to generate customizable visualizations and reports effortlessly, keeping you updated on your sales performance.

Table of Contents

Filter through Gross Sales - Analytics and Reports

How to View Gross Sales Report in the eatOS Dashboard from eatOS - Restaurants Made Simple on Vimeo

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Step 1: Log in to the eatOS Dashboard.

Step 2: Navigate to "Analytics & Reports"

Step 3: Tap on "Gross Sales"

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Types of Gross Sales Analytics and Reports

Sales Transaction - Review and analyze detailed transactional data to optimize your restaurant's operations and revenue.

Daily Services Transactions - Easily monitor your restaurant's daily transactions and identify trends with our user-friendly daily service transaction page.

Itemized Sales - Analyze your restaurant's performance with our itemized sales report page, providing detailed insights into individual item sales and trends.

Tax Report - Monitor and modify restaurant tax effortlessly with our taxes page.

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Filter Reports

The analytics and reports section in our intuitive dashboard can help you filter data, view custom date ranges, and order statuses.

Filter by:

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Export Reports

Reports can be sent to your email or can be exported to either PDF, CSV, or Excel form through the Export button.

Email report

Subscribe to Email - Select this feature to send the report to a selected user daily. The report is automatically sent to the selected user via email.

Send to Email allows you to email the report to a selected employee or user.

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Gross Sales Transaction Summary Report

The gross sales transactions summary shows the transaction summary, sales by sub and parent category, and the mode of payment used by guests to pay.

What you can do:

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How to Subscribe to a Report

How to Subscribe to the Daily Gross Sales Report via Email in eatOS Dashboard from eatOS - Restaurants Made Simple on Vimeo

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Step 1: On the gross transaction summary tab, select “Export”

Step 2: Select “Subscribe to Email”

2a. Select employee - where to send the daily gross transaction report.

2b. Tap the “Subscribe” button.

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How to Send the Report to Email

Step 1: On the gross transaction summary tab, select Export

Step 2: Select “Send to Email”

2a. Enter the email address and an option to send a copy to another email

2b. Tap the “Send” button

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How to Export the Gross Transaction Report

Step 1: On the gross transaction summary tab, select “Export”

Step 2: Select the preferred file to download the report - PDF, CSV, or Excel

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The gross sales transactions summary shows the transaction summary, sales by sub and parent category, and the mode of payment used by guests to pay.

Sales by Sub-Categories - It shows a list of subcategories that have been sold with the product count and amount, it also includes the total tax applied, total tips received, and total surcharges.

Sales by Parent Category - It shows the total parent category sold.

Payment Method - shows the mode of payment accepted

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Gross Sales Daily Services Transactions Summary

The daily services transactions summary shows you a real-time snapshot of today's sales transactions generated by your restaurant.

Step 1: Navigate to “Analytics & Reports”

Step 2: Select “Gross Sales”

Step 3: And select “Daily Services Transactions”

What you can do:

Step 1: To subscribe, tap Export, select Subscribe to Email, and select the employee to whom to send the daily transaction shift report.

Step 2: To send a copy of the report to email, tap export, select Send to Email, and enter the email address on the pop-up form, tap send.

Step 3: To export a report, tap Export, and select the preferred file type to download the summary report ( PDF, CSV, EXCEL).

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Gross Sales Itemized Sales Summary

The itemized sales summary provides a detailed report of your product lineup, giving you insight into what products are selling, and which ones need more attention, with a specific count of each item/product coherent to each parent category.

What you can do:

Step 1: To subscribe, tap Export, select Subscribe to Email, and select the employee to whom to send the itemized sales summary.

Step 2: To send a copy of the report to email, tap export, select Send to Email, and enter the email address on the pop-up form, tap send.

Step 3: To export a report, tap Export, and select the preferred file type to download the summary report ( PDF, CSV, EXCEL ).

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Updated on: 11/01/2025

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