Daily Activity Report

Updated on 07 Mar 2024
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This report allows you to mimic words from traditional POS systems. This report displays Sales Overview, Sales By Order Type, Sales By Tender Type, Order Summary, Sales By Brand, Sales By Department, Sales By SKU, Club Signups, and Club Cancellations.

IMPORTANT NOTE: Starting March 11, 2024, WineDirect will have revised how custom taxes are displayed in this report.

If there are orders WITH Custom taxes/CRV fee for the date range, regardless of whether the Custom taxes and CRV fee setting is checked or not, then the row for Custom taxes/CRV fee is displayed.
If there are orders WITHOUT Custom taxes/CRV fee for the date range, regardless of whether the Custom taxes and CRV fee setting is checked or not, then the row for Custom taxes/CRV fee is not displayed.

We have several parameters you can use to get the most accurate Daily Activity report:

From Date
To Date
Date Type
Bundles
Order Type
Order Status
Vendors

Reports are exported in a CSV format.

You can access the Daily Activity Report by navigating to Reports > Financial > Daily Activity Report

Here are the definitions of what will populate your Daily Activity Report:

Date Range	The timeframe of sales from one specific date to another.
Sales Overview	The analysis of Gross Sales, discounts, and Net Sales.
Sales By Order Type	This section breaks down the deals based on the order types.
Sales By Tender Type	This section lets you view your sales based on the customer's payment type: Credit card (Visa, Master Card, Discover, American Express, etc.), Check, Gift Card, or Cash.
Order Summary	This section lets you view your sales summary between the chosen date ranges. Order summary lists the Number of Orders, Average Order Value, Number of Refunds, and Total Refunds.
Sales By Brand	This section lets you view your sales based on the brands your website carries.
Sales By Department	This section allows you to view your sales based on departments on your website.
Sales By SKU	This section allows you to view sales by SKU. SKUs will double if the product is sold at a different price.
Club Signups	This section lets you view members who signed up, the date, and the club they joined.
Club Cancellations	This section lets you view which members canceled, the cancellation date, and which club they removed themselves from.
Guest Count	Details the club, non-club, and total visitors to your restaurant if you are using POS Restaurant Features.

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