Daily Cash Drawer Reports
Welcome to the GoRev Daily Cash Drawer Reports Tutorial. In this tutorial, we will focus on the process of running End of Day Cash Drawer Reports in GoRev.
1 : Navigating to the Reports and Workflows Window
Click on the “Reports” button.
2 : Navigating to the Report Filters Window
Click on the “Daily Cash” tile in this window.
use the Search Field in this window to search.
Click on the “Daily Cash Drawer” tile.
3 : Accessing the Report Filters
You will have the ability to customize the content of your End of Day Cash Drawer Report using the “All”, “By Date”, “By Date Range”, and “By Username” filters in this window.
4 : Selecting the "All" Filter
Click on the “All” tile.
5 : Locating Your Selected Facility
The All window will appear on your device. As a default, the End of Day Cash Drawer Report in this window will include All Cash Drawer Transactions for your Selected Facility.
6 : Adding Additional Facilities to Your Report
Click on the “Active Facilities” button.
the Active Facilities drop-down menu becomes visible, please select any Facility or Facilities that you require from the list on your screen.
7 : Removing a Facility From Your Report
Click on the corresponding Facility in the Active Facilities drop-down menu present on your device.
8 : Further Narrowing Your Report Content
Enter the appropriate search term into the Search Field.
9 : Running the Report For All Facilities
Click on the “Select All” option from the Active Facilities drop-down menu.
10 : Removing All Facilities From Your Report
Use the “Clear Selection”.
11 : Creating a Report Schedule
Use the “Schedule Report” button in the Report section of the toolbar.
12 : Exporting the Report
Click on the “Export” button.
Select the appropriate Export Option from the list and save the file to your device.
13 : Navigating to the By Date Window
Click on the “By Date” tile in the Report Filters window.
14 : Utilizing the "By Date" Filter
Select the Date that you require from the drop-down menu.
Click on the “Go” button in this window.
Use the steps discussed above to tailor the report to your needs.
15 : Navigating to the By Date Range Window
Click on the “By Date Range” tile in the Report Filters window.
16 : Utilizing the "By Date Range" Filter
Select the Start Date and End Date that you require using the corresponding drop-down menus in this window.
Click “Go”.
17 : Navigating to the By Username Window
Click on the “By Username” tile in the Report Filters window.
18 : Utilizing the "By Username" Filter
Enter the required Username into the field provided.
click on the “Go” button.
GoRev Support Team
If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at ask@gorev.com
Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.