Reporting

The SALIDO Reporting Platform—often referred to as simply Reports or Reports 2.0—is based around templated reports that can be customized to suit the needs of any Organization. First, Select a Report Then, use the five (5) basic Reports Controls t...

Time and Location Controls Use Time Controls to define the date range of any report and Location Controls to drill down to specific Brands, Locations, or Revenue Centers within an Organization. See also: Customize SALIDO Reports: Getting Starte...

Row Controls Use Row Controls to change how report data is sorted and grouped to create custom reports. Row Controls can be applied to both Detail Reports and Summary Reports. NOTE: Metrics and Attributes for Row Controls will vary based on the da...

Column Controls Use Column Controls to manipulate the data that appears in the columns of a report. Add or remove relevant data points and compare related datasets based on a specific metric. Column Controls can be applied to both Detail Reports a...

Data Filters Apply Data Filters to selectively filter for specific subsets of data and select the timestamp used to assign data to the report. NOTE: Metrics and Attributes for Data Filters will vary based on the dataset of the report. See also: C...

Transactional and aggregate stored-value data for Gift Cards is fully integrated into the SALIDO Reports platform. Gift Card data transaction data can be viewed in both Summary and Detail formats, similar to other Payments-related reports.   NOTE...

Send a copy of any report (either Saved or from a template) directly to one or more person(s) in both PDF and XLSX formats. Additional Reading Customize SALIDO Reports: Getting Started Customize SALIDO Reports: Time and Location Controls Customiz...

Export or print any report in either PDF or XLSX formats for record-keeping, analysis, or to share with a non-SALIDO user. Additional Reading Customize SALIDO Reports: Getting Started Customize SALIDO Reports: Time and Location Controls Customize...

The POS Daily Summary Report provides a high-level snapshot of sales and payments for the current Business Day. The Daily Summary is essentially an ongoing sales log and can be useful to quickly check on overall sales throughout the course of a da...

The POS Daily Detail Report provides a high-level overview of sales and payments for the current Business Day. The Daily Detail is an aggregate report of all sales up to the moment the report is generated and is often considered the End of Day rep...

The Checks section of the SALIDO Bridge provides a filterable and searchable database of all historical checks for each Location. Checks can be printed, saved as PDF, or emailed directly to guests. Use the search field and apply data filters via t...

The Sales by Server report from the SALIDO Bridge provides a high-level overview of sales and tips information for a user-defined time period. Login to the SALIDO Bridge and select Reports from the left-hand navigation On the top left of the Repo...

SALIDO Bridge Reports are built to be flexible and highly customizable to the needs of every Organization. The Product Mix report is a great template to use to get more comfortable with the various Row, Column, and Filter controls. In this tutoria...

SALIDO users have access to our second-generation reporting system!  Reports 2.0 offers highly customizable template-based reports in both Summary and Detail format.  You have the functionality to set high-level parameters such as Brand, Location,...

From time to time it will be necessary to locate a Guest Receipt from partial or incomplete information about the check itself. For example, a single check is split by four (4) guests. One of those guests needs a copy of their receipt, but the onl...

Bank Reports are generated from the SALIDO POS and reflect Cash transactions associated with a Bank during the current Business Day. NOTE: Bank Reports only reflect transactions associated with a Bank. Cash payments collected by Employees not asso...

Managers (or any user with the appropriate level of access) can print Employee Shift Reports from the SALIDO POS during the same Business Day from the Status & Reports screen.   Run an Employee Shift Report: Select Status & Reports from the S...