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Turn Report Sections Off

Updated

Overview

Turn off End of Day, Quick Report and Operations Report sections that do not apply to your store, such as tips, gift cards, discounts or delivery apps.

Some sections of the register's reports never apply to your store. A store with no delivery apps doesn't need a list of DoorDash, GrubHub and Uber Eats at $0.00, and a store with no bar or drive-thru doesn't need those order types. You can turn these sections off completely:

Setting Section it turns off
Show Order Tags on Reports Order Tags (Transaction Tags on a retail store)
Show Sales by Order Method on Reports Sales by Order Method (Sales by Transaction Method on a retail store)
Show Offline Credit on Reports Offline Credit (Includes Tip)
Show Other Payment Methods on Reports Other Payment Methods
Show Pre Submit Removals on Reports The Pre Submit Removals line (items removed before the order was submitted). End of Day report and Quick Report only; the Operations Report doesn't show it.
Show Tips on Reports Every tip line: Tips Collected, Credit Tips, Check Tips, Gift Card Tips, the tips of each other payment method, Tip Fees Collected, the card-by-card tip lines in Credit Breakdown, the End of Day report's TIP POOLS section, and the Operations Report's Tips Summary. Gratuity lines still show.
Show Gift Cards on Reports Giftcards Sold, Giftcards Redeemed, the gift card payment lines (Gift Card Trans through Gift Card Deposit Expected), and the Operations Report's Gift Cards section.
Show Promotions and Discounts on Reports The Discounts line and one line per discount category, the Comps line, and the Quick Report's Discounts by Employee section.
Show Employee Sales on Reports The Employee Sales section. End of Day report and Quick Report only; the Operations Report doesn't have one.

A section you turn off is left off these reports, both on the register screen and on paper:

  • The End of Day report
  • The Quick Report, including the Financial and Sales pages of the Data Command Center, which use the same sections
  • The Operations Report on the register

Every setting starts On, so nothing changes until you turn one off.

For a short End of Day report with no tips, gift cards, discounts or employee sales, turn the last four settings off.

How to use

  1. In Back Office, go to Settings > Store > End Of Day. The same settings are also on Settings > Store > Report Settings and Settings > Store > Location Info.
  2. Set each section you don't want to Off.
  3. Click Save Settings.

The next report you run or print on the register leaves those sections off.

Limitations

  • Turning a section off only hides it. Sales, payments, offline credit, tags, removals, tips, gift cards and discounts are still recorded, and every report total stays the same. For example, with tips off, Cash Deposit Expected and Credit Deposit Expected still include the tips, and with discounts off, Net Sales is still after discounts.
  • If you turn Show Tips on Reports off, gratuity (service charge) lines still show. Gratuity isn't a tip. A line that mixes the two, On Account Grat/Tips, also still shows.
  • If you turn Show Employee Sales on Reports off, Employee Commissions still show.
  • The reports that print after the End of Day report, such as the coupon, discount and comp reports and the employee sales reports, have their own settings. These switches don't change them.
  • If you turn Show Other Payment Methods on Reports off, commissions still show, under their own Commissions heading.
  • If you turn Show Pre Submit Removals on Reports off, Post Submit Removals still shows. The Back Office's Pre-Submit Removal Detail Report and Employee Performance Report still show pre-submit removals.
  • The Data Command Center's Sales by order method card on its overview page stays. You use it to pick which order types the dashboard shows.
  • The Back Office reports aren't affected. They still show every section.
  • The bank close slip and the Employee Pre Submit Item Removal Report on the register aren't affected either. The Employee Pre Submit Item Removal Report prints after the End of Day report only when its own setting, Pre Send Removal Report in Settings > Store > End Of Day, is on. To keep pre-submit removals off End of Day completely, turn both off.
  • A section that's switched on can still be left off when it's empty. See the article "Keep Restaurant Sections Off a Retail Store's Printed Reports".
  • An End of Day report you already ran reprints as it was first printed.

FAQ

I turned a section off but it still prints. Make sure you clicked Save Settings, then run the report again. An End of Day reprint shows the report as it was first printed.

Can I hide only some of the order tags? No. This setting turns the whole Order Tags section on or off. With Hide Zero Rows on Printed Reports on, the End of Day report and the Quick Report already leave off tags with nothing on them.

Will my totals change? No. The sections you turn off are only left off the page.

Why don't the lines add up to the total? The total still includes the lines you turned off. For example, with Show Gift Cards on Reports off, the gift card payments are still in Expected Deposit Total even though their lines aren't printed.