You can access the Daily Sales Report page by expanding the 'Accounts' dropdown under the 'Reports' section in the left sidebar and clicking on 'Daily Sales Report'. This page provides detailed reports of ticket bookings across various operational centers, allowing for comprehensive filtering and export options.
1. Report Filters
The report can be filtered using various criteria:
- Trip Type: Filter by 'Single Trip' or 'Return Trip'.
- Trip Date: Filter by the specific date of the trip.
- Booking Date: Filter by the specific date when the booking was made.
- Created By: Filter by the user who created the booking.
- Payment Method: Filter by the payment method used (e.g., Cash, Mpaisa, Cheque, Direct Deposit, Online, Account, Eftpos).
- Clear Filters button: Resets all applied filters to their default state.
2. Export Options
The report data can be exported in different formats:
- Export to Excel (
icon): Exports the current report data to an Excel spreadsheet. - Export to PDF (
icon): Exports the current report data to a PDF document.
3. Report Table
The main table displays detailed information for each booking, including:
- Ticket Number: Unique identifier for the ticket.
- Created By: The user who created the ticket.
- Booking Date: The date the ticket was booked.
- Date of Trip: The date of the outbound journey.
- Return Date: The date of the return journey (if applicable).
- Trip Type: Indicates if the trip is 'oneway' or 'return'.
- Payment Method: The method used for payment.
- Payment Reference: Any reference number associated with the payment.
- Total Amount: The total cost of the ticket.
- Passenger Count: The number of passengers on the ticket.
- Status: Current status of the ticket (e.g., 'unused').
- Location: The operational center where the ticket was booked.
The table also includes pagination controls and a search bar. A footer row displays totals for 'Total Amount' and 'Passenger Count'.