The Sales Reporting section provides detailed insights into your sales data. Use it to analyze performance, manage distributions, and export reports.
Navigating the Reporting Page
Sales Management
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.
Click the “See Detailed View”
icon to display more granular information.Click the "Export" button to receive a copy of your sales data in 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, shift data, employees, and job codes. Ensure syncing is set up correctly in the Settings Tab for accurate updates. Employees and job codes must be Synced from the Settings Tab.
Worked Shifts Reporting
To edit an individual employee’s shift, click on the “Edit”
icon at the right of each row; this will allow you to edit the employee’s job code, clock in, clock out, and input declared cash tips.
You can use the "Actions" menu to schedule shifts on a weekly or monthly basis to streamline operations and improve scheduling efficiency.
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.
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.
⚠️ 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. We're here to help