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Daily Closing report

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View and manage Daily Closing Report

Learn how to get a Daily Closing Report on the Eats365 POS or on the Merchant Portal.

Note: This article only discusses how to view and manage the Daily Closing Report. For information on how to configure Daily Closing Report settings, refer to Manage System Preferences.

The Daily Closing Report, generated after performing the End of Day, provides a comprehensive breakdown of all transactions and sales processed in all POS terminals, Modules, and third-party integrations. The Daily Closing report includes a detailed view of the following information:

Sales Summary
Gross Sales
Net Sales
Non Sales Summary
Tender
Table Turnover Rate
Average Table Turnover Rate
Tips
Audit Trail
Dine-In Sales
Takeout Sales
Gratuity and Fees
Sales Items Summary
Coupons

Tip: You can view your Daily Closing Report even before performing End of Day. However, the report only shows the transactions at the time of checking.

View Daily Closing Report

To view your Daily Closing Report, follow the steps below:

Eats365 POS

Log in to the Eats365 POS.
At the top left, tap Settings .
Under "Business Operations," tap Daily Closing Report. The screen shows a breakdown of all transactions and sales made at the time of checking.
To check a report for a different day, tap the date range at the top. Then, select the date range of the report that you want to check.
Note: If you haven’t performed the End of Day yet, the date range shows up as "Current."

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Reporting.
Select Daily Closing Report.
Select the date range that you wish to include in the report.
Tip: You may also choose from the previous daily closing reports available on the Report List.
To retrieve the records, click on Submit.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Restaurant-level Daily Closing Report

Log in to the Merchant Portal.
On the left panel, click on Reporting.
Select Daily Closing Report.
Select the date range that you wish to include in the report. If you choose custom, specify the date range.
Tip: You may also choose from the previous daily closing reports available on the Report List. To do this, click on the drop-down list next to "Time Period," then select a report.
If you have a Specific Period set up and would like to include just that period in the report, select the specific period that you’d like to include.
To retrieve the records, click on Submit.

Group or organization-level Daily Closing Report

Log in to the Merchant Portal.
On the left panel, click on Reporting.
Select Daily Closing Report.
Select the date range that you want to include in the report. If you choose custom, specify the date range.
Click on the "Included Shop(s)" drop-down list, then select the restaurants you want to include in the report.
If there are different currencies used in your group or organization, select the currency that will be used in the report.
Important: For multi-currency restaurants, you must set a default currency for reports in the Currency Exchange Rate for Report settings.
Choose how you want to organize the items in the report: either by “Name” or by “Code.”
Select the time period that you want to include in the report.
Select your preferred way of exporting the Daily Closing Reportdata:
- Default Format: Download an Excel file inclusive of the data of all operations in the selected date range.
- Daily Format: Download a ZIP file consisting of individual Excel files for each operation included in the selected date range.
To retrieve the records, click on Submit.

Print Daily Closing Report

To print a Daily Closing Report, follow the steps below:

Eats365 POS

Log in to the Eats365 POS.
At the top left, tap Settings .
Under "Business Operations," tap Daily Closing Report. The screen shows a breakdown of all transactions and sales made at the time of checking.
To check a report for a different day, tap the date range at the top. Then, select the date range of the report that you want to check.
Note: If you haven’t performed the End of Day yet, the date range shows up as "Current."
At the top right, tap Print Daily Closing Report.

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

To print a Daily Closing Report, from the report result, click on the Action drop-down menu. Then, select Print. Click on Action to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

To print a Daily Closing Report, from the report result, click on the Action drop-down menu. Then, select Print. Click on Submit to confirm.

Export Daily Closing Report

Note: Exporting the Daily Closing Report can only be done from the Merchant Portal.

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

To export a Daily Closing Report, from the report result, click on the Action drop-down menu. Then, select Export Excel. Click on Action to confirm. An Excel file of the report gets downloaded on your computer. Open the file to view your exported Daily Closing Report.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

To export a Daily Closing Report, follow the steps below:

From the report result, click on the Action drop-down menu.
Select your preferred way of exporting the Daily Closing Report data:
- Export Excel: Download an Excel file inclusive of the data of all operations in the selected date range.
- Export Zip (One Excel File per Operation): Download a ZIP file consisting of individual Excel files for each operation included in the selected date range.
Click on Submit to download.

Receive Daily Closing Report via email

To learn how to receive Daily Closing Reports through email, refer to Receive automatic email reports from Eats365.

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