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

NEW: Customized Table Exports: You can now export the specific table layout you’ve built. While the legacy view only allowed for system-standard exports, V2 mirrors your on-screen column configuration in your download.
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 Search Filters: The new filters menu allows you to save search filters for a more personalized search.
Multi-Select Filtering: You can now search for multiple items at once, including multiple Employees, Job Codes, Tip Types, Sales Categories, Dining Options, and Tender Types.

New Columns Available

Expanded Data Points: We have added several high-demand data fields to your reporting:

Tender Types (e.g., Credit Card, Cash, Gift Card).
Check Number.
Dining Option (e.g., Dine-In, Takeout).
Tip Type, QR Distributions, and Sales Category.
Custom Team Adjustments.

⚠️ Availability for Check Number, Tender Type, and Dining Option depends on your specific POS integration.

Reporting Tools

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.

⚠️ Feature Access: Edit Sales and Batch Job Code Assignment are disabled by default. Please contact our support team to enable these features for your account.

Learn More About Sales Reporting Tools:

New Feature Highlight: Save Search Filters

The search filters remain in the same location, but you will now notice several new options for filtering sales data.

New Filter Options:

Check Number: You can now filter sales by specific check numbers.
QR Tips: A new filter is available for QR-based gratuities.
Sales Categories: You can now search by sales category and select multiple categories at once (e.g., selecting all "Alcohol" and "Food" sales simultaneously).
Tender Types: You can now search by tender selecting between Cash, Debit, Credit, and Gift Card.

Distributions:
- Custom Team Adjustments: Filter sales based on whether a custom team adjustment was applied to the transaction.
- Tip Sharing Rules: Search and filter sales based on the specific tip sharing rules that were applied.

Saving Filter Sets:

You can now save your search filters by clicking Save Filters.
Assign a Name to the filter set.
Select which roles can have access to to these filters under the Department menu, select "My view" to save the filters only for you.
This functionality streamlines the navigation of your sales and worked shift data.

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.

You can start with the Compact View and Expanded View. These options replace the previous button functionality.
Create Template: Select Create New
Set Name and Permissions:
- Assign a name and choose between Role-Based access or Private (My View).
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, your saved views will be listed in the Configure Columns menu based on your permissions.
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.

How to Show or Pin a View

You can click on the Pin button to the left of each of your views to add them to the Views dropdown menu. You can pin a maximum of two additional search filters to the search section.