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

Article Details

Grant Access to the End of Day Report

There are two user permissions that apply to the End of Day Report. These permissions can be managed from Left-hand Navigation: Reports and More Icon » Groups.

Setting Description
Can View Financial Reports If enabled, users in this group will have the ability to view all financial related reports.
Can View End of Day Report If enabled, users in this group will have the ability to view the End of Day report.

 

Helpful Hints

  • Financial Reports include all reports in the Financial section of the Reports page. Some of the reports in this section include:

    • Revenue by Date Report
    • End of Day Report
    • Commission Report
    • Tips Report
    • Customer Spend
    • CardConnect Batch Report

  • This setting only effects users that do not possess the Can View Financial Reports permission.

    Reference:  Users that only have the "Can View End of Day Report" permission enabled will only be able to view the current day's report. To enable users to view any date's End of Day Report, both the "Can View Financial Reports" and "Can View End of Day Report permissions need to be enabled.

Important:  Only users that possess the "Can Manage Group Permissions" permission can manage these permissions.

 

Report Contents

The End of Day report includes the following sections:

  • Revenue Summary
  • Invoice Details
  • Commission Report
  • Tips Report
  • Check Ins
  • Check Outs

All sections of the report are able to be viewed by users that possess the Can View Financial Reports user permission. Users that do not possess this permission, and instead possess the Can View End of Day Report permission will be able to view any sections of the report that have been enabled for them under Left-hand Navigation: Admin » User Account Settings via the End of Day Report Sections setting.

Using this setting, an Admin user can limit which sections are available to users that don't have permission to view all financial reports. The End of Day Report Sections that can be limited using this field include:

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

In this field, enter the report sections that users should have the ability to view.

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