⬜ Monthly Sales Summary Report 

The Monthly Sales Summary Report is one of the most powerful analytical tools in the Aurest system. It enables management to accurately monitor the monthly performance of the restaurant or café, analyzing revenue and daily operations comprehensively. This report helps you track total sales, the number of invoices, and growth rates—empowering you to make strategic decisions that enhance performance and increase profitabili

✅ How to Access the Report

To access the report, follow this path:

From the side menu ➤ Reports ➤ Monthly Sales Summary Report

Once you click this option, a report setup screen will appear where you can select the desired filters before displaying the report.

1️⃣ Report Setup (Filtering Stage)

When the report screen opens, a set of filters appears to help you customize the report precisely:

➤ Select Date Type:

• Invoice Date: Displays data based on the invoice issue date.

• Order Date: Based on the date the order was created.

• Delivery Date: Displays data according to the actual delivery date.

➤ Select Time Period:

• From Date: Choose the start date of the report (e.g., 2025-05-25).

• To Date: Choose the end date of the report (e.g., 2025-07-25).

➤ Select Invoice Types:

You can choose one or more of the following:

• Dine-In

• Takeaway

• Hospitality

• Delivery

• Scheduled

• Drive-Thru

• Applications

➤ Select Invoice Statuses:

Choose the statuses to include:

• Preparing

• Pending

• Delivered

• Added

• Closed

• Cancelled

➤ Select Payment Methods:

You can filter the results by payment method:

• Cash

• Bank

• Credit

• Multi-payment

• Unpaid

➤ Select User:

• All: Displays data for all users.

• Specific User: Displays data for a selected cashier.

After setting all options, click the “View Report” button.

2️⃣ Report Display (Data Interface)

Once the report is displayed, you will see a detailed interface that includes:

➤ Main Report Table:

The table presents detailed data across several columns:

• Service: Type of service or order.

• Net Total: Net sales amount after discounts.

• Selective Tax: If applicable.

• Tax: VAT or other applicable taxes.

• Additional: Any extra charges (e.g., delivery).

• Discount: Total discounts applied.

• Total: Invoice amount before any deductions.

• Number of Invoices: Total invoices in the selected period.

• First & Last Invoice: Invoice numbers during the selected period.

• Date: Date of invoice.

✳ Tip: You can reorder columns by clicking and dragging the column header.

3️⃣ Graph (Daily Sales Statistics)

The graph provides a visual summary of:

• Daily sales trends throughout the selected period.

• Easy comparison of performance across days.

4️⃣ Summary Section (Total Results)

Displayed at the bottom of the screen, the summary includes:

• Total: Total gross sales during the period.

• Discount: Total discounts applied.

• Tax: Total tax amount.

• Net Total: Actual net sales.

• Additional: Total additional charges (e.g., delivery fees).

5️⃣ Additional Tools:

• Preview: Review the report before printing.

• Export: Download the report in PDF or Excel format.

• Close: Exit the report screen.

✨ Purpose of the Monthly Sales Summary Report

◾ Provides a comprehensive view of monthly sales performance.
◾ Supports management in making data-driven decisions.
◾ Enables detailed tracking of users and invoice activity.
◾ Facilitates analysis of financial and operational trends over time.