The Daily Summary report provides a high-level snapshot of your venue’s performance for a specific day, covering key metrics such as takings, attendance, and product sales. Use this report to quickly answer key questions such as "How much money did we take today?" and schedule the report to be sent to you daily to monitor daily guest attendance, takings and sales numbers.
Key metrics
Key metrics include:
| Metric | Description | Notes |
|---|---|---|
| Booked headcount | Number of guests expected based on active bookings. Canceled bookings are excluded from the count. | Useful for date-specific tickets but not for date-range products (eg multi-day passes). |
| Redeemed headcount | Number of guests checked in by redeeming tickets at POS. | May differ from booked headcount due to no-shows or staff not redeeming all tickets for bookings. This figure relies on staff checking in all guest tickets at POS. |
| Funds received | Total money collected from transactions, including tips/gratuities. | Tips are recorded at the transaction level and this figure includes all money collected from transactions for the day.* Funds Received on the Venue Manager dashboard, Detailed Product Sales, and Revenue Recognition reports may differ as they exclude gratuities. However, it should match the Detailed Transactions report, where gratuities are recorded at the transaction level. Excludes transactions from gift card redemptions, but includes money collected for new gift card sales - see below. |
| Funds received by payment type | Breakdown by cash, credit card and gift card redemptions. | Gift card redemptions are excluded from total funds received above since payment for the gift card was recorded when it was purchased. ** |
| Funds received by sales channel | Breakdown by POS, online checkout, Venue Manager and recurring billing. | |
| Product sales | Number of check-ins per ticketed item, unit price, items sold, and money collected for each item on the selected date, including applicable fees and taxes, minus any discounts. | Check-ins and items sold might not match because items can be sold in advance of when guests check in (eg advance bookings for parties or sessions). Partial payments (eg deposits for parties) are reported as the amount collected so far, with the remaining balance appearing on the day it’s paid. In ROLLER reports, taxes, fees, discounts, and partial payments are proportionally applied across all items in a booking. However, gratuities (tips) are recorded at the transaction level, not per item. This is why the total funds received for items listed here may differ from the overall funds received in the top section of the report, as tips are excluded from item-level reporting. |
| Till summaries | Summary of POS takings by payment method for each closed POS device. | Appears only if cash has been counted and reconciled in ROLLER and the till session closed. Missing till summaries indicate the till session wasn’t closed, or was closed on a different day. If the till session spans multiple days, the till summary for the POS device will show on the day the till was opened. Learn more about closing till sessions |
* Tips are included in daily transaction or sales reports so that you can reconcile transactions as they form part of the total value of a transaction. Refer to the guide Staff Gratuity report to learn how to report on tips or gratuities. And the Detailed transactions report for an aggregated total of tips processed for the selected day.
** When a gift card or voucher is redeemed, the guest is essentially using credit that was pre-paid at an earlier date. Excluding these redemptions provides a clearer picture of how much new money was generated on a given day.
Access the report
From Venue Manager, go to Reports > All reports > Daily Summary.
The report defaults to today's date. Adjust the date filters to view a different date. You can only see results for one day.
To drill into the data in more detailed reports or for longer time periods, review the guide How do I get weekly, monthly, or yearly data from Daily Summary?
Schedule the report
Schedule this report to be sent to your email daily for the previous day.
This helps you monitor guest attendance, funds collected (daily takings) and product sales for the day. Looking at the previous day's taking each morning makes sure all transactions and redemptions have been finalized
Learn how to schedule a report to be sent to your email for the previous day.
Auto-check in at POS
To make sure tickets are redeemed correctly, configure individual POS device settings to auto-check in guests when tickets are purchased or waivers are attached.
Enable the following options in POS device settings:
- Auto check-in on purchase: Automatically redeems tickets after purchase, ideal for points of entry.
- Auto check-in when waivers are attached: Automatically redeems tickets when a valid waiver is attached.
Learn more about enabling these POS settings.
FAQs
Can this report be customized or have filters applied to it?
Currently this report does not allow for customisation or filtering. It is a summary of activity for the day and more in depth reporting can be completed using other sales reports in ROLLER.
Why are there differences between booked headcount and redeemed headcount?
Some guests who book may not attend, lowering the redeemed headcount. Or staff are not redeeming tickets at POS correctly.
Why would a product show with 0 check ins & 0 sold?
If there is 0 for sale and 0 for redemption, it means the item was removed from a booking on that day or there was a recurring payment taken for a membership product.
Why is there a minus for one of the product sales?
A negative balance occurs when items are removed and refunded from a booking.