Choose the right report, set filters and obtain reproducible results.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Choose a report group. Select sales, production, purchasing, staff or another available group.
- Use the same period. Take the time zone and shift closing time into account.
- Apply filters. Filter by establishment, categories, employees and statuses.
- Save or export. Check the heading and total before sharing.
Check the result
Running the report again with the same filters gives the same result; the total matches the underlying transactions.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.