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Customize Snapshot Report Preferences

  • Last Updated: May 9, 2024
  • Compatible Version: 8.313Does your Exatouch look different? View prior release →

Customize Snapshot and Station Snapshot reports to give you a quick overview of business data. Print your snapshot reports directly to your receipt printer.

 

  • Note: Changes you make to your snapshot reports do not affect the Business Overview report.

You can access Snapshot reports in one of two ways:

  • From Home, navigate to Reports > Sales. This opens the Sales Report work area. Tap to select a Snapshot or Station Snapshot report. The selected report prints.
  • From the locked POS, tap Snapshot or Snapshot By Station. Enter your PIN. The selected report prints.
Customize Snapshot Reports

  1. From Home, navigate to Settings > Print Settings > Snapshot tab.
  2. Tap to enable or disable snapshot information for:

    • Sales orders – Enable All or enable specific sales details to include in the report.
    • Payment transactions – Enable All or enable specific transaction details to include in the report.
    • Staff – Enable All or enable specific staff details to include in the report.
  3. Tap to enable, disable, and update shift times in Shift definitions.
    • Example: Enable Day Part and define shift times to compare sales between lunch and dinner shifts.

  4. Tap to enable and include Taxes, Promotions And Discounts, and any User Defined Reporting you have set up in the report.
  5. Tap Save to save your changes.

  • Note: Users with full access to Settings and Reports can adjust snapshot preferences. See Fine-Tune User Access Using Security Settings to learn more.

 

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

Related Topics

  • How to Run, Email & Print Reports

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    Last Updated: November 14, 2024

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