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End of Day CSV Replacement Report

For an introduction to Flowhub Reports please check out our article: Reports

End of Day Report 

The End of Day PDF report is a helpful report that shows all the sales data for the day, as well as an overview of sales by Drawer and employee.  If you would like to have this data in a CSV format, or if you are unable to run the End of Day PDF Report due to a drawer not being closed, you can create the following report:

This will be a custom report.  When you make a custom report it will only be available to you. 
 
Note: In order to create a report, make sure your manager has you set up with Access Reports permissions. Check out our article on Permissions for more information.   

To create the report:

  • Select Reports from the Sidebar Navigation (Left)
  • Select the "+"  button to open the Report Modal
  • Name the report, we suggest: EOD CSV Replacement 
  • Enter the description, we suggest: End of Day PDF in CSV Format
  • Select the Type of report: Sales
  • Selecting the Type will update the fields and filters available for the report. 
  • Select the following Fields.  If you are using the Chrome Browser you can drag and drop the fields into the order below.  You can also use the below screenshot for a reference.
    • Transaction Time
    • Transaction Date
    • Employee Name
    • Customer Name
    • Drawer
    • Sale Id
    • Sale Total
    • Total Cash
    • Total Debit
    • Total Gift Card
    • Total Loyalty
    • Tax In Dollars
    • Voided
  • Select the following Filters:
    • Date Range 
  • Select Save
  • Your report will now be listed in the Reports list.  You may need to search the reports if you have created multiple Custom Reports. 

Report Modal View



To run the report 

  • Select the report
  • At the top of the screen you can select your filters (Location, Date Range, etc.)
  • On the right hand side near the bottom of the page click the CSV button
  • A CSV file will download to your computer
 
The first time you generate a report, Chrome’s pop up blocker may prevent the report from opening up. Change the settings in the Chrome browser to always allow pop ups from *.flowhub.co.