How to read your Financial Summary
The Financial Summary in Final Manage is your store's high-level financial report. Open it from Reports, choose a date range and outlet, then read the summary charts at the top and the detailed sections below, which cover sales, tax, payments, refunds, card processing, staff sales and tips. You can export it as CSV, Excel or PDF.
What is the Financial Summary?
The Financial Summary is your store's high-level financial report in Final Manage. It covers sales, tax, payments, refunds, card processing, staff performance, and tips across any date range you choose.
To open it, go to Final Manage → Reports → Financial Summary and set your date range.
Summary charts
At the top of the page, three charts give you a quick overview of the period:
Total Sales: your Net Sales trend over the selected period.
Payment Methods: breakdown by tender type (cash, card, and so on).
Tax Breakdown: tax collected by tax group.
Sales section
The Sales section breaks down how your revenue was composed:
| Line | What it shows |
|---|---|
| Product Sales | Revenue from catalog items. |
| Custom Sales | Revenue from off-catalog custom sale items. |
| Fees | Fees added to orders. |
| Discounts | Discounts applied (shown as a negative). |
| Modifiers | Net modifier upcharges. |
| Refunds | Total refunds issued (shown as a negative). |
| Net Sales | Revenue after discounts and refunds. |
| Tax | Tax collected. |
| Tips | Tips collected. |
| Gross Sales | Net Sales plus tax and tips. |
Payments section
The Payments section shows how Total Collected was split across tender types.
Refunds section
The Refunds section shows refunds issued during the period, broken down by tender type.
Card Processing section
The Card Processing section shows your Final Pay card volume, fees, and net card revenue for the period.
Staff and Tips sections
The Staff section shows sales by employee. The Tips section shows tips collected, broken down by employee and tender type.
Tips
Use the date range filter to compare periods, week over week or month over month.
Export the Financial Summary as CSV, Excel, or PDF from the export button at the top right of the report.
Step by step
- 1
Open the report
In Final Manage, go to Reports and open Financial Summary.
- 2
Set the date range
Choose the period you want to review.
- 3
Filter by outlet
Use the outlet filter to focus on a location; it defaults to All outlets.
- 4
Compare (optional)
Use the comparison control to compare against the previous period or the same period last year (or No comparison).
- 5
Review the charts
At the top, read the Payment Methods, Tax Breakdown, and Staff Sales charts.
- 6
Read the sections
Scroll the detailed sections (Sales Summary, Tax Breakdown, Payments, Refunds, Card Processing, Staff Sales, Tips, and Discounts) using the On this page menu to jump between them.
Frequently asked questions
What's the difference between Gross Sales and Net Sales?
Gross Sales is the product price × quantity of all products sold; Net Sales is order subtotals minus refund subtotals.
What is Total Sales After Taxes?
Net sales + net taxes +/- cash rounding.
How do I jump to a section?
Use the On this page menu on the right of the report.
Can I download the report?
Yes. Use Download to export as CSV, Excel (XLSX), or PDF.