Grant Access to the End of Day Report (How-To)

Article Details

Summary

Two user permissions control access to the End of Day Report.

Reporting and Location Access

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report's location label decides how results are calculated.

Available locations are limited to the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.

Before You Begin

Only users with the "Can Manage Group Permissions" permission can manage these permissions.

Steps

  1. Go to Left-hand Navigation: Reports and More Icon » Groups.
  2. Edit the group.
  3. Turn on the permissions you want:
    Setting Description
    Can View Financial Reports If on, users in this group can view all financial reports.
    Can View End of Day Report If on, users in this group can view the End of Day report.

Helpful Hints

  • Financial Reports include all reports in the Financial section of the Reports page. These include:
    • Revenue by Date Report
    • End of Day Report
    • Commission Report
    • Tips Report
    • Customer Spend
    • CardConnect Batch Report
  • The End of Day permission only affects users who do not have the Can View Financial Reports permission.

Reference: Users who only have "Can View End of Day Report" can only view the current day's report. To let users view any date, turn on both "Can View Financial Reports" and "Can View End of Day Report."

Limit Report Sections

The End of Day report has these sections: Revenue Summary, Invoice Details, Commission Report, Tips Report, Check Ins, and Check Outs.

Users with Can View Financial Reports can see all sections. Users who only have Can View End of Day Report can see the sections an Admin turns on for them. Go to Left-hand Navigation: Admin » User Account Settings and use the End of Day Report Sections setting.

An Admin can limit these sections:

  • revenue_summary
  • commission
  • tips
  • transactions
  • checkins
  • checkouts

In this field, enter the report sections users can view.

End of day report section options.

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