The Reporting section provides detailed insights into your sales and shifts data. Use it to analyze and edit the raw data sent by your POS whenever you cannot update the information directly in your POS. You can also find Breakdown snapshots, Report Exports history, and peer-to-peer transaction reporting if your organization uses peer-to-peer.
Navigating the Reporting Page
Sales Reporting Tab
Filter Sales Data:
Use the Quick Filters to switch between the current and previous pay periods or set a custom date range. You can only visualize data in a 30-day span.
Sort and Organize sales by location, employee, job code, or the sale's open/closed time.
Use the search bar to filter sales by the team member, or job code who owns the sale.
Click the "Export" button to receive a copy of your current view in the reporting page to your email.
You can use the "Actions" menu to batch the job code on a sale or group of sales or make a custom team adjustment to override the default ruleset for the selected sales.
Click on the gray circle
with a number to view itemized checks and their corresponding tip distribution, displayed to the right of each sale.Use the “Sync” button
in the top-right corner of the screen to sync your sales and shifts data. Employees, Job Codes, Sale Item Categories, and Revenue Center data are synced once every day, and must be synced from the Settings Tab.
Worked Shifts Tab
From the Worked Shifts tab, you can edit employees' shifts and the job codes for those shifts. You can also input the amount received from sales, or input the cash amount they were already paid, to lower their take-home and available-to-payout amounts.
How to update the job code for an employee's shift?
1. Edit in your POS and Resync
Edit the employee’s job code directly in your Point of Sale (POS) system. TipHaus will automatically sync the updated information during the next scheduled sync, or you can trigger a manual sync to expedite the process. This method ensures consistency across systems and minimizes manual edits in TipHaus.
2. Edit Directly in TipHaus
If the job code was not captured correctly from the POS or needs to be adjusted manually, you can edit it directly in TipHaus:
Navigate to the Reporting tab from the main menu.
Select Worked Shifts.
Locate the specific shift you want to update.
Click the Edit (pencil) icon on the far right of the row.
Update the job code and any other necessary details, such as clock-in/out times or declared tips.
Save your changes.
You can use the "Actions" menu to schedule shifts weekly or monthly to streamline operations and improve scheduling efficiency.
Notes and Considerations
Permissions: Ensure you have the necessary permissions to edit shift details in TipHaus.
Synchronization Limitations: Changes made directly in TipHaus affect TipHaus records only and do not sync back to your POS or time-tracking system.
What happens to tip distribution when a job code is updated?
When you update a job code, the system recalculates tip distribution based on the new role. Allow a short time for the changes to process and reflect in reports.
Breakdown Snapshots
You can access historical data on pay period breakdowns to go over past performance.
View snapshots of previous pay periods directly from the Breakdown Snapshots section.
Download detailed reports containing the same information shown on the main breakdown page for the pay period you selected.
Report Exports
The "Report Exports" tab contains any custom report exports your organization has set up. You can click on the options to the right of each row 
to reprocess the report or download a copy.
💡 Need custom data exports? Contact support to build tailored exports for your organization.
What happens when an automatic report export fails?
When an automatic scheduled report export fails, an icon with hover text now displays, alerting you about the failure and allowing you to reprocess the export if you wish.
Peer-to-Peer Reporting
Peer-to-Peer allows employees to share tips with their co-workers electronically. These simple, secure transactions represent some of your take-home tips from the current Pay Period. You can filter Peer-to-Peer data by selecting preset or custom date ranges and searching for specific employees by name.
⚠️ Important: The ability to void peer-to-peer transactions must first be enabled on the backend. If you don’t see the “Void Transaction” option in your dashboard, don't hesitate to contact our support team so we can activate it for your organization.
⚠️ Peer-to-Peer is free but not enabled for all organizations. If you don’t see it in your Dashboard, contact support about enabling it for your organization! ⚠️
Learn more about Reporting and data editing:
Still have questions? Contact our customer success team here or click the Chat icon in the bottom-right corner of your Client Dashboard.