Inside the Reporting page, you may notice a new tab labeled Sales V2 Beta. This article explains the new features and enhanced functionalities of this view.
⚠️The original Sales Reporting page remains available; however, it will eventually be deprecated.
Main Changes to the Sales Reporting Page
Navigation: Column headers and primary identifiers (Employee Name, Job Code) are locked (static) to maintain context while scrolling.
Pagination: Supports high-density data viewing with up to 1,000 rows per page.
New Columns Available
You can now search for and view sales data using the Check Number.
You can now filter or view sales based on Tender Types (e.g., credit card, cash, etc.).
While the interface has been updated, key administrative tools remain accessible in their standard locations:
Action Menu: Contains Custom Team Adjustment and Batch Job Code Assignment.
Sales Editing: The Edit function is located at the end of each data row.
Learn More About Sales Reporting Tools:
New Feature Highlight: Custom Table Views
Custom Views allow users to define and save specific column configurations for recurring reporting needs.
How to Configure a Custom View
Follow these steps to build and deploy a personalized reporting layout:
Click on the View button and select Configure Columns.
Create Template: Select Create New
Set Name and Permissions:
Set a Name for this view.
Role-Based: Select specific roles permitted to access this view. (Internal Note: Audit system permissions to confirm specific 'View' access rights).
Private: Select My View to restrict access solely to your account.
Location Scope:
Choose the specific Locations where this view will be active.
Column Selection & Hierarchy:
Check the boxes for all required data columns.
Drag-and-Drop: Use the handles to the right of the column names to set the horizontal order (Left to Right).
Finalize: Click Save and Apply.
How to Show a Pre-Saved View
Click on the View button and select Configure Columns.
Your saved views will be listed based on role permission levels and your personal settings.
Select the desired view and click Apply. You can also edit pre-saved views from this menu.
Still have questions?Contact our customer success team here or click the Chat icon in the bottom-right corner of your Client Dashboard.