Reports : Tips Summary Report

Article Contents: This article contains step-by-step instructions on how to view the Tip Summary Report.

Step-By-Step:

Step 1: Click on the “Reports” button located in the header tab.

Step 2: On the right side of the screen, click on the “Tips Summary” button in the row on the left.

Step 3:  View the comprehensive list of tips received by each employee. The system will display the Employee Name, Admin User ID, Total Service Charge, Cash Tip, Non-Cash Tip, Tip Shared, Tip Balance, and Action options.

Step 4: Access the “Tip Order and Service Charge Order” options by clicking on the three dots (Action button) in the “Action” column

A) In the “Tip Order” section, you can see which orders have tips applied to each employee.

B) In the “Service Charge” section, you can view the charge applied to each order.

Step 5: To filter the data, you can choose between Day, Week, Month, Year, or specific date ranges using the calendar drop down. Click “Search” after selecting your preferred dates.

Step 6: Export the report as an Excel file by clicking on the “Export Excel” icon located in the right-hand corner of the window.