Dates, presets and the business day
How every report chooses its dates. The quick choices Today, Yesterday, Last 7 days and Last 30 days, the From and To boxes, the one-date reports, and the business day that ends at the outlet's day-end hour rather than at midnight.
On this page
Every report in the back office has the same dates bar at its top right. Choose a quick range in one click, or type the first and last day. Reports count business days, not calendar days: a sale made after midnight, before the outlet's day ends, belongs to the night before.
The dates bar, part by part
Sales
Business days, not calendar days — a late-night sale counts against the night it was made.
1- The report's title and its line: the Sales report reminds you that it counts business days.
- Outlet: All outlets or one outlet. See All outlets, or the working outlet.
- POS: All POS or one POS, on the reports that can be cut by POS. A line under the boxes says which POS a figure is counted on, for example By the POS the bill was opened on. The money may have been taken on another POS: see Payments.
- The quick choices: Today, Yesterday, Last 7 days and Last 30 days. The one on screen is blue. A report opens on Today.
- From: the first day, counted in.
- to: the last day, counted in too.
Choose the dates
- Click a quick choice. The two boxes fill in, the button turns blue, and the report reads again.
- Or type, or pick from the calendar, a day in From and a day in to. The quick choice is no longer blue, because the dates are your own.
What each quick choice means, counted from the outlet's business day of today:
| Choice | From | To |
|---|---|---|
| Today | today | today |
| Yesterday | yesterday | yesterday |
| Last 7 days | six days ago | today |
| Last 30 days | twenty-nine days ago | today |
Both ends are counted in: From 1 Oct to 7 Oct is seven days.
The business day
A restaurant's day does not end at midnight. Each outlet has a day-end hour, set in Outlets, the outlet, Money, Day-end hour, for example At 4 am. A sale before 4 am counts towards the day before.
So with a day end at 4 am:
- A sale made at 11:30 pm on Friday is Friday's.
- A sale made at 1:15 am on Saturday is still Friday's.
- A sale made at 4:05 am on Saturday is Saturday's.
Today on a report is the outlet's business day now, as the cloud counts it. At 2 am on Saturday, Today is still Friday. Before the report reads anything, it asks the cloud which day that is, so for a moment it says Loading….
Reports about one day
Some reports are about one moment, not a range: Balance (stock), Deposits held, Pay later outstanding and Day end by POS. Their dates bar has Today, Yesterday and one date box.
- Today: the figures as they stand now, at the outlet's business day of today.
- Yesterday: the day before the date in the box.
- The date (its name is As at): the day the figures are as at. Type or pick another day.
Opening a report from a link
A link from another screen, such as the Dashboard, can open a report on its own dates. The boxes then show those dates and no quick choice is blue. Click a quick choice to go back to the usual ranges.