Run reports on the POS

Run reports on the POS

The POS carries its own reports so a manager does not have to open the Admin Portal mid shift.

Steps

  1. On the Room screen, tap Options.
  2. Tap Reports. The Reports screen opens with a Reports menu down the left side.
  3. Tap the report you want. Tapping Daily Summary, for example, opens the Daily Summary Report.
  4. Tap Exit to return to the Room screen.
Reports screenDaily Summary report

Who sees which reports

Report visibility is set per job type in the Admin Portal Report Access Screen. If a manager says a report is missing, check that first rather than assuming the report does not exist.

On device versus Admin Portal

On device reports cover the current business day at this location. For period comparisons, multi location roll ups and exports, use the Admin Portal reporting instead.


Source: Global Payments Genius POS User Guide. Newly built article, pending review.