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Running an Annual Sales Report - Monthly Summary

Lgmbts1
Soup II

‎11-27-2023 05:47 PM

When I try to run an Annual Sales Report (Reports.Sales.Sales Summary) and then download the results, the report only gives me sales by day, and no monthly summary.  But when I look at the results on screen, I can see a breakdown of sales, by day of week, and then summarized by month.

Has anyone found a way to download a report that gives the same results as what is shown on the screen when running this report?

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5 REPLIES 5

au79teahouse
Community Ambassador
In response to Lgmbts1

‎12-16-2023 03:35 PM - edited ‎12-16-2023 03:40 PM

It looks like there is no way to download the report in the exact formats. The way reports are generated  on Toast is by filtering or rearranged raw data in preset analytic patterns such as summary sales by day of the week or by hour of the day. That's why exported file has raw data instead of formatted data. However, you can recreate the exact reports with excel as long as you have the raw data of your sales. 

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