The Daily Summary Report is a dated daily report for each day the shop was active in the selected date range, with sales, transaction, and visit information.
In order to optimize our reporting, reports over a 2 week period will no longer be shown in our UI. Any reports over a 2 week period will be auto-generated and sent to the email you are logged in with.
- To access these generated reports in BLAZE, navigate to Data Export > Generated, you will find a list of generated reports you can easily download.
The Daily Summary report can be accessed by navigating to Data Export > Transactions. It will be located in the list of reports.
The following is a list of all the types of data you will get in this report, and what they all mean. There is also an example export of this report attached to this support document.
Below is an explanation of how the New Members, Unique members and Total Visits are determined.
- Date: Date index for the range selected
- NOTE: Only dates where an applicable action occurred are displayed.
- Unique Members: Total number of unique member visits for the day.
- NOTE: Multiple visits on the same day by the same member will count as only 1 unique member visit in this column.
- Total Visits: Total number of customer visits for the day.
- NOTE: Multiple visits on the same day by the same member will still count as individual customer visits in this column.
- #Trans: Total number of transactions for the day.
- #Refunds: Total number of refunds for the day.
- #Cash: Total number of transactions using the Cash payment type for the day.
- NOTE: This column will represent the number of transactions using cash, not the total cash paid.
- #Store Credit: Total number of transactions using the Store Credit payment type for the day.
- NOTE: This column will represent the number of transactions using store credit, not the total store credit paid.
- #Split: Total number of transactions using the Split payment type for the day.
- NOTE: This column will represent the number of transactions using split payment, not the total value paid between the payments.
- #Cashless: Total number of transactions using the Cashless payment type for the day.
- NOTE: This column will represent the number of transactions using cashless payment, not the total amount paid.
- Gross Receipts: Gross receipts are the sum total of all of your sales including taxes and fees, but not including discounts.
- NOTE: Sales plus taxes plus fees, minus discounts equals gross receipts
- Cash Receipts: Subtotal of all receipts using the Cash Payment type.
- NOTE: Final total paid after taxes, fees, discounts, etc for Cash transactions
- Check Receipts: Subtotal of all receipts using the Check payment type.
- NOTE: Final total paid after taxes, fees, discounts, etc for Check transactions
- Credit Receipts: Subtotal of all receipts using the Credit payment type.
- NOTE: Final total paid after taxes, fees, discounts, etc for Credit transactions
- Store Credit Receipts: Subtotal of all receipts using the Store Credit payment type.
- NOTE: Final total paid after taxes, fees, discounts, etc for Store Credit transactions
- None Receipts: This shows if no payment was recorded on a transaction.
- NOTE: This can be fixed by deleting any recorded payments and reading the appropriate payment.
- Split Receipts: Subtotal of all receipts using the Split payment type.
- NOTE: Final total paid after taxes, fees, discounts, etc for Split Payment transactions
- Cashless Receipts: Subtotal of all receipts using the Cashless Payment type.
- NOTE: Final total paid after taxes, fees, discounts, etc for Cashless ATM transactions
- Avg Gross Receipts: Average of gross receipts, this is calculated by taking the gross receipts value and dividing it by the total number of transactions.
- Avg Cash Receipts: Average of Cash receipts, this is calculated by taking the Cash receipts value and dividing it by the number of transactions for the payment type.
- Avg Check Receipts: Average of Check receipts, this is calculated by taking the Check receipts value and dividing it by the number of transactions for the payment type.
- Avg Credit Receipts: Average of Credit receipts, this is calculated by taking the Credit receipts value and dividing it by the number of transactions for the payment type.
- Avg Store Credit Receipts: Average of Store Credit receipts, this is calculated by taking the Store Credit receipts value and dividing it by the number of transactions for the payment type.
- Avg Split Receipts: Average of Split receipts, this is calculated by taking the Split receipts value and dividing it by the number of transactions for the payment type.
- Avg Cashless Receipts: Average of Cashless receipts, this is calculated by taking the Cashless receipts value and dividing it by the number of transactions for the payment type.
- Total Discounts: Sum total of discounts for the day.
- After-Tax Discount: Total of discounts added after taxes have been applied
- Total Refunds Amt: Sum total of refunds processed for the day.
- Total COGS: Total of COGS for the day.
- NOTE: COGS stands for Cost of Goods Sold. To calculate COGS, BLAZE uses the batch COG on a unit level and applies it to the quantity being purchased by the customer to get COGS. This does not include excise tax, excise tax is a separate line item.
- Total Sales: Sum total of all sales generated.
- Rec Sales: Total sales for recreational cannabis transactions.
- NOTE: Does not include sales of products defined as medicinal use.
- MMIC Sales: Total sales for medical cannabis transactions.
- NOTE: Does not include sales of products defined as recreational use.
- Third-Party Sales: Total sales for non-cannabis transactions.
- NOTE: Does not include sales of any product labeled as any type of cannabis.
- Delivery Fees: Total of Delivery Fees applied to sales for the specified day (Global Settings > Current Shop Settings > Fees & Minimums).
- Credit Card Fees: Total Credit Card fees applied to sales for the specified day (Global Settings > Current Shop Settings > Fees & Minimums).
- Cashless ATM Fees: Total of Cashless ATM fees applied to sales for the specified day (Global Settings > Current Shop Settings > Fees & Minimums).
- Pre AL excise Tax: Total of excise pre-taxes applied for AL (Arms Length) sales.
- NOTE: The vendor of the product determines whether AL or NAL excise tax is applied.
- Pre NAL excise Tax: Total of excise pre-taxes applied for NAL (Non-Arms Length) sales.
- NOTE: The vendor of the product determines whether AL or NAL excise tax is applied.
- Pre Display City Tax: Total of city pre-taxes applied.
- Pre Display County Tax: Total of county pre-taxes applied.
- Pre Display State Tax: Total of state pre-taxes applied.
- Pre Federal Tax: Total of federal pre-taxes applied.
- Post AL Excise Tax: Total of excise post-taxes applied for AL (Arms Length) sales.
- NOTE: The vendor of the product determines whether AL or NAL excise tax is applied.
- Post NAL Excise Tax: Total of excise post-taxes applied for NAL (Non-Arms Length) sales.
- NOTE: The vendor of the product determines whether AL or NAL excise tax is applied.
- Post Display City Tax: Total of city post-taxes applied.
- Post Display County Tax: Total of county post-taxes applied.
- Post Display State Tax: Total of state post-taxes applied.
- Post Display Federal Tax: Total of federal post-taxes applied.
- Total Tax: Total of all applied post-taxes.
- Total SubTotalDiscounts: Total sales minus discounts.
- Avg Cash Subtotal Sales: Average of the subtotal for transactions using the Cash payment type. The formula is sales divided by # of transactions.
- Avg Credit Subtotal Sales: Average of the subtotal for transactions using the Credit payment type. The formula is sales divided by # of transactions.
- Avg Check Subtotal Sales: Average of the subtotal for transactions using the Check payment type. The formula is sales divided by # of transactions.
- Avg Cashless ATM Subtotal Sales: Average of the subtotal for transactions using the CashlessATM payment type. The formula is sales divided by # of transactions.
- Avg Store Credit Subtotal Sales: Average of the Subtotal for transactions using the StoreCredit payment type. The formula is sales divided by # of transactions.
- Avg Split Subtotal Sales: Average of the subtotal for transactions using the Split payment type. The formula is sales divided by # of transactions.
- New Members: Total number of new member signups for the specified day.
Example of new member, Unique Member, and Total Visits.
I come into your shop for the first time today, and I am the only person that came into your shop today, the report would read:
New Members - 1
Unique Members - 1
Total Visits - 1Let's say I come back for a second time and the same day I signed up
New Members - 1
Unique Members - 1
Total Visits - 2Tomorrow I come back, the report would read
New Members - 0
Unique Members - 1
Total Visits - 1I come back for a second time the second day:
New Members - 0
Unique Members - 1
Total Visits - 2On the second day, a new member signs up:
New Members - 1
Unique Members - 2
Total Visits - 3