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How to Access and Use the Daily & Monthly Store Summary Report

This article outlines the process on how to generate and view Daily Summary and Monthly Totals reports in your CStore Essentials account to monitor store performance by sales and collections

Updated over a month ago

Step-by-Step Process

Daily Summary Report

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Navigate to Reports

    • On the left side of the screen, click on Day Closing

    • Next, click on Reports

    • Then click on Daily Summary

  3. Set Parameters

    • Select the required Report Date and Type (choose between Sales Summary or Collection Summary)

  4. Run the Report

    • Click Run Report to generate the daily summary data

Monthly Totals Report

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Navigate to Reports

    • On the left side of the screen, click on Day Closing

    • Next, click on Reports

    • Then click on Monthly Totals

  3. Run the Report

    • The Report Date filter will automatically select the last 30 days

      • If you wish to view a specific month, be sure to update the date range in the report date field

    • Click Run Report to generate the monthly totals data

Frequently Asked Questions

What is included in the Daily Summary Report?

  • The Daily Summary Report provides an overview of the day’s sales and collections, categorized into a summary of revenue and transactions for a single day.

What types of summaries can I generate in the Daily Summary Report?

  • You can choose between a Sales Summary and a Collection Summary when setting up the report parameters.

What does the Monthly Totals Report show?

  • The Monthly Totals Report provides an aggregate summary of sales and collections for a selected month.

Can I export these reports?

  • Yes, you can use the Print or Excel options provided in the top-right corner of the report to save or download the data.

How frequently should I review these reports?

  • Daily Summary Reports are best reviewed at the end of each business day, while Monthly Totals Reports are ideal for end-of-month reviews or planning.

What should I do if my reports are not showing accurate data?

  • Double-check that you have selected the correct report type and date range.

  • If discrepancies persist, contact PDI Customer Support for further assistance.

Can I compare daily and monthly performance trends?

  • Yes, generating both Daily Summary and Monthly Totals Reports allows you to track and compare performance trends over time.

Is there a way to include multiple months in a single report?

  • No, the Monthly Totals Report generates data for one month at a time. You will need to run separate reports for additional months.

Can I filter reports by sales category?

  • Currently, the reports provide summaries based on overall sales and collections.

  • For category-specific insights, additional custom reporting may be needed.

How are sales and collections differentiated in the reports?

  • Sales refer to revenue generated from sold items, while collections focus on payments received, including cash and credit transactions.

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