Tip Report

May 29, 2023 12:41

Go to Reports → Employee Report → Tip Report

A Tip Report record and track tips received by employees in a business. This report provides information about transactions that had Tip added to them. It shows the transaction number, transaction amount, tip amount, etc.

Criteria Selections for Tip Report

Make entries in the following fields to determine report output:

Start Date: Enter the starting date you want to include in the report.
End Date: Enter the ending date you want to include in the report.

Note:

The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month)

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Details

The report includes the following fields:

Employee: This field captures the name or identification of the employee who received the tip.
Event: To view all event details, including the start and end dates, and location, ensuring full visibility of transaction data linked to specific events.
Date: This field indicates the date on which the tip was received.
Store: This field specifies the name of the store where the tip was received.
Register: This field records the register or point-of-sale terminal number where the tip transaction took place.
Transaction #: This field assigns a unique identifier or number to the tip transaction.
Tender Type: This field denotes the type of payment method used by the customer who provided the tip (e.g., cash, credit card).
Tip Amt: This field represents the amount of the tip received by the employee.
Transaction Amt: This field indicates the total transaction amount, including tip.

Businesses can maintain accurate records of employee tips, monitor tip distributions, calculate tip percentages, and comply with legal or reporting requirements related to tip income.

Advanced Filters

Advanced filters let users filter the report by Venue, Store, Register, Warehouse, or Event by selecting the appropriate drop-down.

Any combination of filters can be used to return desired results. The user then clicks the Filter button and is given a report.

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Add or Remove Columns

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, and you can save the edited report and reopen it later.

Open a report.
Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.
Check the columns you want to add. Uncheck the columns you want to remove.

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Filter your Reports

You can filter reports to narrow down the information that is shown by default. For example, you can add a filter to show only sales for a specific Store, Register, Employee, etc.

You can also add or remove columns in your reports. Any filters or edits that you apply are temporary.

Open a report.
Click Filters.
Select a Column
From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.
In the filter box, type any value that you want to filter by.

If you want to filter Store by a value that is "Store 1", and/or "Store 2" then select the operator Contains Store 1 AND/OR Contains Store 2

Printing Reports

Users have the option to print reports on Console,

Navigate to Reports and select the report
Select the Date Range that you wish to get the report for.
Select filters that are necessary for your report.

Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters.
Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
Make your selection and hit Print

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