How to read your Financial Summary
Read the Financial Summary report in the Merchant Hub — three summary charts plus detailed sections covering sales, tax, payments, refunds, card processing, staff, and tips.
What the Financial Summary shows
The Financial Summary is your overview of revenue, taxes, payments, and expenses for a chosen period. It opens with three summary charts, followed by detailed sections, with an On this page menu to jump between them.
Summary charts (top of the page)
Payment Methods — breakdown by payment type (for example, cash vs. card).
Tax Breakdown — tax collected by class (by tax rate, for example NL Sales Tax).
Staff Sales — sales by team member.
Open and filter the report
In the Merchant Hub, go to Reports and open Financial Summary.
Set the date range for the period you want.
Filter by outlet — it defaults to All outlets.
Comparison (optional) — use the comparison control (No comparison, previous period, or same period last year).
Use the On this page menu on the right to jump straight to a section.
The detailed sections
Sales Summary — the full breakdown, line by line: Gross Sales (product price × quantity of all products sold), Taxable fees, Discounts, Gross Taxable Sales (sum of order subtotals, not including refunded orders), Non-taxable fees, Refunds (excl. tax), Net Sales (order subtotals minus refund subtotals), Tax collected, Tax refunded, Cash rounding, and Total Sales After Taxes (net sales + net taxes +/- cash rounding).
Tax Breakdown — the net tax amount for each tax rate, with Total taxes.
Payments Summary — net payments received per tender type, after refunds (for example cash, card (Terminal), card (FinalPay), card (TapToPay)), with Total payments.
Refunds Summary — refunds total for each payment type, with Total refunds.
Card Processing Summary — your Final Pay payment total, Processing fees, and Net payout expected.
Staff Sales — orders and gross sales per team member, with a total.
Tips Breakdown — tips per team member, with a total.
Discounts — discounts for the period.
Reading the numbers
The Sales Summary is the heart of the report: it walks from Gross Sales down to Total Sales After Taxes, showing how fees, discounts, refunds, and taxes adjust the total along the way. The charts at the top and the other sections then break the same period down by payment type, tax rate, staff, and card processing.
Exporting the report
Use the Download button to export the Financial Summary as CSV, Excel (XLSX), or PDF. For the full steps, see How to export your reports.
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.
Step by step
- 1
Open the report
In the Merchant Hub, 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.