The Fiscal Summary report offers a quick overview of all sales, taxes, and receipts created during the selected period.
Accessing the Fiscal Summary
To access the Fiscal Summary:
- Log in to the Back Office using your Lightspeed credentials.
- Select Reports > Reports from the navigation menu.
- Click Fiscal Summary in the Fiscal Reports section.
- Use the drop-down menu and calendar icon in the upper-right corner to change the report's time period.
- (Optional) Click Full report to generate a print-friendly PDF version of the report.
Fiscal Summary sections
|Summary||The summary of transactions and payments expected.|
|Taxes||A summary of taxes received.|
|Sales||The summary of sales based on items sent to the kitchen or paid for.|
|Payments||The summary of payments taken.|
The reports linked below are additional Fiscal Reports:
The Fiscal Report gives a detailed view of all sales, taxes, and receipts created during the selected time period.
Shift Reports (Fiscal) show when employees started and ended their shift, how many receipts were generated, and the total sales and payment methods during a selected shift or time period.
Use the Cash drawer report to calculate the cash amount to deposit at your bank after deducting tips and changes.