Use reports to review transaction totals and activity without necessarily settling the current batch.
Available Reports
- Daily Report – Review daily transaction activity.
- Summary Report – Review summarized transaction totals.
- Batch Report – Review transactions and totals for a selected batch.
- Tip Report – Review tip-related transaction information on supported restaurant profiles.
View a Report
- Open Favorites or Reports.
- Select the report you want to view.
- Select the appropriate date or batch when prompted.
- If multiple merchant profiles are available, select the correct profile or reporting scope.
- Verify the date range, time zone, and merchant profile before using or sharing the report.
- Print the report if the option is available and a paper copy is needed.
For Multi MID Locations
Make sure the correct reporting scope is selected, such as an individual profile, All Profiles, or Storewide when available.
Contact Support If
- Report totals do not match your payment records.
- The wrong merchant profile or MID appears.
- The report shows the wrong date or time period.
- Expected transactions are missing from the report.
- Running the report unexpectedly closes or settles the batch.
Important: Reports may contain sensitive business information. Only share them through approved channels.