Report Digest
Use this page to have a sales summary emailed to you and your managers every day, or once a week.
Quick steps
- Go to Settings → Edit Settings and click the Notifications tab.
- Find Scheduled Report Digests and tick Enable Report Digest.
- Pick a Frequency: Daily or Weekly (Mondays).
- Type one or more addresses in Recipient Emails, separated by commas.
- Set the Send Time, then click Update Settings.
The digest shows net sales before tax, the number of sales, payment methods, top products, and a line with tax and Total collected (incl. tax). It's off until you turn it on.
Setting Up the Digest
The settings are under Settings → Edit Settings, Notifications tab, Scheduled Report Digests. Click Update Settings after changing them.
| Setting | Options | Description |
|---|---|---|
| Enable Report Digest | On / Off | Must be ticked for emails to send. |
| Frequency | Daily, Weekly (Mondays) | How often the digest is sent. |
| Recipient Emails | Comma-separated list | One or more email addresses, for example manager@store.com, owner@store.com. Nothing is sent until at least one address is entered. |
| Send Time | Time picker | When the digest goes out. Shows 06:00 by default. See the note below. |
The digest arrives within the hour after your Send Time, in your store's time zone, once a day. For example, with a Send Time of 7:30 AM it arrives between 7:30 and 8:30 AM. Your store's time zone is the Timezone setting on the General tab.
What Each Email Covers
Daily: the previous calendar day.
Weekly: the previous full week, Monday through Sunday. It is sent on Mondays only; no email goes out on other days.
Only completed sales are counted. Voided sales are left out. Each store sends its own digest with only that store's figures.
What the Digest Contains
| Section | Details |
|---|---|
| Net sales (before tax) | What the sales brought in after every discount and less returns, not counting tax. Card surcharges and cash rounding are not sales, so they are not in this figure. |
| Sales | Number of completed transactions. |
| Avg Sale | Net sales (before returns) divided by the number of sales. |
| Comparison | "vs. prior day" or "vs. prior week": the change in net sales, in dollars and percent, against the period just before. Only shown if there were sales in that earlier period. |
| Payment Methods | Count and total (tax included) for each payment method used, including eDebit. A sale paid with more than one method is divided between them: a $50 sale paid $20 cash and $30 card adds $20 to Cash and $30 to Card. |
| Top Products | Products ranked by net sales, with quantity sold — the top 5 in the daily email, the top 10 in the weekly email. A product's variations count under the product. |
| Tax / Total collected / Discounts / Returns | A line at the bottom with Tax, Total collected (incl. tax), every discount given (only when there were any) and returns before tax (only when there were any). |
Every figure in the digest is counted the same way as Daily Close and the Sales Report, so the digest for a day matches Daily Close for that day.
Troubleshooting
No email arrived.
- Check that Enable Report Digest is ticked and at least one address is in Recipient Emails.
- The digest arrives within the hour after your Send Time. If you saved your settings more than an hour after today's Send Time, the first digest comes tomorrow.
- Check that Timezone on the General tab is your store's time zone. Send Time follows it.
- If the frequency is Weekly (Mondays), emails only go out on Mondays.
- Check the recipient's spam or junk folder.
The numbers don't match the Sales Report. They should match for the same dates. Check that the Sales Report is set to the same day (or Monday to Sunday for a weekly digest) and has no filters applied, and that Timezone on the General tab is your store's time zone — the digest's day follows it.
What's Next?
- Sales Reports — The full, filterable picture behind the digest.
- Daily Close — A whole-day summary including every register.