Summary: Learn how to navigate DataNow reports, filter and download data, use drill-through features, and understand key sales metrics to manage and analyze sales performance effectively.
Sales Report Types
Sales Summary
Quickly access key performance indicators (KPIs) during live events.
Identify top-selling items.
Reassign staff to high-performing locations as needed.
Operational Sales
Streamline concession stand operations.
Build recommendations based on top-selling items per location.
Optimize restocking using storage proximity data.
Track Approved Offline orders.
Download an Employee Data Table to simplify gratuity payouts.
Financial Sales
Get full visibility into financial performance.
View settlement totals by payment type and processor.
Download a Category Sales report.
Access the Approved Offline order hub and failure report.
Settlement by Processor
Review settled payments by date range.
Filter by Payment Processor (defaults to Shift4).
Use to reconcile transactions with the payment gateway.
F&B Sales and Merchandise Sales
Comprehensive overview combining summary, operational, and financial reports.
Contains over 20 tiles of data.
Note: Performance may degrade when querying more than one day of data.
Marketplace Sales
Exclusive to Marketplace and Experiences users.
View all related sales data.
RvC Items and Orders
Analyze line-by-line cart totals for each order.
Select an Order ID or Confirmation Number to open order details in Canopy.
Sales Audit
Validate sales totals against payments.
Excludes transactional data.
Includes a tile for Approved Offline orders if selected in the Order State filter.
Ideal for multi-day or monthly sales audits.
Set Up Filters
Filters appear at the top or right side of each report.
Choose filters to target specific data.
Select the blue refresh button (on the right) to apply filters.
The button turns blue once filters are active.
Download Data
Download data directly from a tile without refreshing the entire report.
Do not select the refresh button.
Hover over the tile and select the three vertical dots in the top-right corner.
Choose Download data.
Advanced Data Options:
Results: Keep With visualizations options applied selected to match the Data Dictionary.
Number of rows to include: Choose All results to capture complete data.
Use Data Drill-Throughs
Select any aggregated numeric field to view related order data.
In Order ID or UUID columns, select the three dots to access order details in Canopy.
You must be signed in to Canopy to use this feature.Download order data using the Download icon in the top-right corner.
DataNow Key Field Definitions
| Field Name | Definition | Calculation | Example |
|---|---|---|---|
| Gross Sales | Total sales before refunds and discounts. Tax included. | Tax-exclusive: (Item Price + Tax) * QuantityTax-inclusive: Item Price * Quantity | ($5.00 + $0.20) * 5 = $26.00$6.00 * 10 = $60.00 |
| Net Sales | Sales after discounts and refunds. Tax not included. | Tax-exclusive: ((Item Price + Discounts) - Refunds) * QuantityTax-inclusive: ((Item Price + Discounts - Tax - Refunds) * Quantity) | (($5.00 - $0.50 - $1.00) * 5) = $17.50(($6.00 - $0.50 - $0.20 - $1.00) * 10) = $43.00 |
| Ave Order Amount | Average gross sales per order. | Gross Sales / Total Orders | $1,000.00 / 10 = $100.00 |
| Service Charge | Net service charge after refunds. | Service Charge - Refunded Service Charge | $500.00 - $20.00 = $480.00 |
| Tip | Net tips after refunded tips. | Total Tips - Refunded Tips | $5.00 - $1.00 = $4.00 |
| Net Tax | Net tax after refunded taxes. | Total Tax - Refunded Tax | $0.50 - $0.25 = $0.25 |
| Discounts | Net discounts after refunded discounts. | Total Discounts - Refunded Discounts | $30.00 - $15.00 = $15.00 |
| Refunds | Total refunds, including tax. | (Refunded Item Price + Tax) * Quantity | ($5.00 + $0.20) * 2 = $10.40 |
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