Manage Report Settings

​

PIN Protect Reports

Enable PIN Protection for Reports

1

Navigate to Employee Management Shop Settings

On the Dashboard click the Settings icon > Settings > Employee Management

2

Press Edit next to PIN Protection SettingsEnable PIN protection on Reports:

3

If enabled, an employee with sufficient permissions will have to input their pin to view Reports page.

4

Specific employees will need to be given adequate permissions for their PIN to allow them access to reports.

Learn more about granting employee permissions here.

​

Reporting Methods

• Time of Payment: Sale will be reported at the time an order’s payment is processed. i.e., a customers orders a sandwich at the register and pays with card to complete the transaction
• Date of Goods Given to Customers: Sale will be reported when the product is given to the customer, i.e., an invoice is created for a large order, the customer receives the goods on 6/1/25 and pays for the goods on 6/5/25. The sale will be reported on 6/1/25

​

Daily Insights Email