Shift reports display user sales for a specified time period. Run a simple or detailed report in a cinch.
Table of Contents
Run a Shift Report
For the current user signed into the register, easily obtain a shift summary. Review tip totals, voids recorded, and transaction details on each summary.
- From the globe icon, tap 'Shift Report'.
- Select the date and time, tap 'Done', then tap 'Run report'.
- Select method of report retrieval.
Users with management permissions can run a shift report for one or more employees.
- From 'Management', tap 'Reports'.
- Select date/time parameters then tap 'Shift Report'.
- Tap 'Includes' to select users, then 'Run Report'.
- Select the method of report retrieval.
Shift Report Explained
All reporting data is sectioned into groups, allowing for easy viewing.
Header | Contains start/end date and report run date.
Employee Information | Displays employee name, number of orders and guests served.
Tips | Overview of tips separated by payment type.
Tips reflects difference between cash sales and credit card tips. A negative amount is owed to employee, while surplus is owed back to the business. This feature is helpful for banking purposes.
Totals by User | Reports tax, tip, and subtotal of employee orders.
Total per Order | The average amount per order-including tip and tax.
Voids | Details void totals and reasons.
Major Groups | Each user’s report includes a breakdown of the Major Groups they sold. Each group has a breakdown of sales and tips.
Payments | Provides detail of different payment types.
Each payment type shows subtotal, tip, and total. Payment total and tip will equal totals by user total and tip.
Detailed Shift Report
A detailed shift report includes the above information, a table breakdown for all categories, and includes a unique ID number.
Detailed Shift Report | Displays each transaction by subtotal, tip, order unique ID, and order name.