Manage Report Settings
PIN Protect Reports
🔑 Require an employee PIN to access reports
Reporting Methods
Reports can be structured to report sales in two different ways:
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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
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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
On the Dashboard click the Settings icon > Settings > Reports > Edit to change the reporting method
Daily Insights Email
Subscribe to receive a daily insights report of your shop’s sales and activity.
On the Dashboard click the Settings icon > Settings > Reports > Edit to enable daily insight emails and the recipient address