POS users can view and print reports from their Settings menu. According to the user type, some users may have more reports access privileges than others. For instance, admin users with the configured permissions will be able to view summary reports for the POS along with other user shift reports. Other users who interact with the POS simply to process orders are only able to view their own user sales summary report.
For users who are able to view all report types, the Reporting screen displays available Period, Shift, Drawer, User and Fiscal reports. These reports reflect recorded POS data such as Total sales, Takings, Covers, Tables, Receipts, Voiced receipts, Discounts, Complimentary Items and Losses. Viewable reports on the Reports screen can be printed at any time. These reports are also automatically saved in the Back Office after each period and shift.
Report types
Period report: Summary of sales during a POS session.
Shift report: Summary of sales during a business shift.
Drawer report: Summary of cash float at beginning of shift, cash drops or cash lifts throughout, and the final deposit and cash float at the end of the shift.
User report: Summary report for individual user and their sales during a user shift.
Fiscal report: Summary report for the business day.
Accessing reports
Access the Reports page by tapping Settings at the bottom right of the ordering screen. This will open the Settings menu for the selected user. From the top of the Settings menu, tap Reports. This will open the Reports screen.
From the Reports screen, use the search field to filter by a staff or report name. You can also filter the reports by Opened (current period, current shift, clocked-in user), Closed (recently closed shift or clocked-out users) and Previous (the previous 2 days Fiscal, Period, Shift, Drawer and User reports).
