Tips Report

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Table of Contents

Overview

Instructions

Additional Information

 

Overview

This report shows transaction information from tips paid by customers via credit/debit card for the selected period.

On the Tips Report screen, you can:

  • View list of tips received
  • Sort tips report by any column
  • View total amount of tips obtained by employee for selected time period

 

Instructions

  • To access, go to Reporting--->Tips Report in the left navigation menu. 
  • You can filter by Employee in the Employee drop-down menu.

  • You can filter by date by selecting one of the options in the date range drop down menu. The default will say Today.

 

  • View Tips information, including:
    • the Order ID from each order a tip was given
    • the Ref Num
    • the order Type
    • the order Status
    • the sales Price of each order
    • the order Date (if tips paid on screen, it will be date order was processed. If paid on receipt, will be date order was closed)
    • the Store each order was given
    • the Employee each tip was given to (whoever initiatied the order in POS)
    • the amount of Tips given to each employee
    • the Total Tips given from your current selection.
  • Sort by individual columns by clicking on the triangle to the right of the column you want to sort.

 

  • Export the Tips Report by clicking the Export button and then click on the download to open it.

 

Additional Information

  • If separate tips were paid during a split payment, there will be a separate row representing each of those payments. 
  • Payments from voided orders are not shown in the report.
  • Payments from refunded orders are shown in the report. 

 

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