How to Run a Daily-X Report

Daily X-Report Overview

The Daily X-Report displays current activity during the day before EOD is run.

It gives a run-down of Sales, Payments taken, Cash Summary, Drawer Summary, Cash Balance, and any Exceptions for the Orders that have taken place that day.

Definitions below:

•  Sales Summary: displays the Sales, Taxes, Gratuity (if applied), Tips, and Fees separated on whether the Order is open or closed

• Payments: displays the Amount, Tips, and Totals for each payment type accepted throughout the day

• Cash Summary: displays any cash actions that happened during the shift (Orders paid in cash and any Pay-In/Pay-Out actions)

• Drawer Summary: displays where the cash has been deposited for the day. You will see all drawers you have set up and the amount of cash that has been deposited into those drawers

• Cash Balance: displays the total amount of cash at the End of Night subtracting Credit Tips and Auto Gratuity (if applied)

• Audit/Exceptions: displays the Discounts, Voids, and Returns that occur during an Order

• Server Name: displays Sales and Tips for any users that have a closed Order

Follow the steps below to learn how to run a Daily X-Report:

1. Login to the Tabit PAD app with your Manager credentials

2. Tap the three dots in the top left corner of the screen

   

3. Select Daily X-Report

   

4. From here you can either select a printer to print the Daily X-Report or select Preview to preview the Daily X-Report

   

   

   

5. Now the Daily X-Report has been printed