Overview

This guide explains how to use the Sales Summary Report in Platter Back Office to review overall business performance, including total sales, taxes, discounts, orders, and revenue trends over a selected date range.

Prerequisites

• Manager or Admin access

• Access to Reports in Platter Back Office

• Orders and invoices must be closed and synced

Steps

1. Log in to Platter Back Office.

   

2. Go to Reports > Sales Summary Report

   

3. Select the Start Date and End Date

4. Review the summary metrics displayed at the top:

   • Total gross sales

   • Total taxes

   • Total net sales

   • Total tips

   • Total service charges

   • Total orders

   • Revenue per order

   • Revenue per invoice

   • Revenue per person

   • Total voids

   • Total discounts​

5. Analyze the Revenue by time chart to understand hourly sales trends

6. Click Export to download the report if needed

   

Troubleshooting:

• If data is missing or incorrect, ensure all orders are closed and synced

• Verify the selected date range

• Check for voided transactions or applied discounts

• Refresh the page or log out and log back in if the data is delayed