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Daily Sales Summary EXPORT

SSM
Soup III

How can I download a daily sales summary right after our breakfast shift and send it in a usable format (pdf, excel or sheets) from my cell phone? I will be sending it to a non-toast user as an email attachment.  I am SURELY doing something wrong because there is no way that Square has NAILED this feature completely and Toast has not..  I am having to take screen shots and attach them to an email.  This seems so basic.  I REALLY hope this is my misunderstanding.

1 ACCEPTED SOLUTION

This is for new sales summary but pretty much the same for old as well.

Choose filters and filter by the daypart you want 

Screenshot_20231208-150515.png

Select overflow menu and download XLS 

Screenshot_20231208-150440.png

 

 

View solution in original post

1 REPLY 1

This is for new sales summary but pretty much the same for old as well.

Choose filters and filter by the daypart you want 

Screenshot_20231208-150515.png

Select overflow menu and download XLS 

Screenshot_20231208-150440.png