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Table of Contents
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Overview
In this Guide we will cover Employee Schedules, Roles and Tips. These reports will give you quick access to information about the security level and money earned by the employee.
Required Permissions
Interactive Reports
Accessing the Tool
Interactive Reports gives you the ability to filter, sort, and group the data using criteria. The available criteria are specific to the information the report contains. The report functions give you the ability to customize date settings, save criteria settings, delete saved reports, and schedule an email delivery. In this section you will learn how to use the criteria and report functionality.
Click on the Interactive Reports Icon from the left menu bar.
On the Report Overview page, there is a list of reporting categories to choose from, or the User can search for a topic in the top search bar. It is best to keep the topic as broad as possible. If the club wants to see POS sales search for sale.
Employee Schedules
Provides detail for all Employees within a built Schedule for a date range.
To run the Employee Schedules, choose the report from the Employees Dropdown,
Select the Date Range.
Choose the Employees.
Choose how to Group By.
Select View Report.
In this example you see that we ran the report for the last week of July 2023. We have chosen to leave all the employees on the same page but you can choose to print on separate pages if you are handing schedules out. We see each day that the employee is working and a calendar view where the hours that the employee works that day are shaded in grey.
Employee Security Roles
Provides a list of Employees with their associated security access with the ability to filter by Employee, Employee groups, Employee Statuses and Roles.
To run the Employee Security Roles, choose the report from the Employees Dropdown,
Choose the Employees.
Choose which Roles to show.
Select the Employee Groups.
Select the Employee Statuses.
Select View Report.
In this example we ran the report to include all statuses and employees. The columns show us the Employee, the role, the level it was granted (group or employee), and the permissions that the employee has for that Role. (View, Edit, Create, Delete).
Server Tips
Displays total sales for Employees within a given time frame with the following detail: Tax, Service Charge, Additional Gratuity, Tips Declared, and Gratuity Total. Can be filtered by Area and Employee. Can group by Employee or Meal Period.
to run the Server Tips, choose the report from the Employees Dropdown,
Enter Date Range.
Choose the Areas.
Choose the Detail Level.
Select the Employees.
Choose how to Group By.
Select View Report.
Choose whether or not to include Employee Number.
In this example we ran the report for the month of July 2023 and chose to include items with activity. For columns we see the employee, Total Sales, Tax, Service Charge, Additional Gratuity, Tips Declared, Gratuity Total, and Total.
Please note: Automatic Gratuity that is set as a Tax Code Item will be included in the Service Charge section of this report.
Best Practices
FAQs
