Tips Report

The Tips report lists gratuities (tips) that your employees have earned during a specified time period. Results are sorted in descending order by date and time. See below to run the report and view report results. You can also export the report and print it.

NOTE: This report becomes visible once tipping is enabled in the Configuration - Settings screen.

NOTE: The tipping feature is only available to merchants using integrated credit/debit payments with Moneris®. If PAYD Pro PlusTM  is not integrated with the Moneris payment processing solution, this report will not be visible.  

Running the Tips Report

To run the Tip report:

1. On the PAYD Administration main screen, click Reports.

2. On the Reports menu, click Employees, then click Tips.

The Tips report screen appears.

3. Specify the time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.

NOTE: The default time period is Today.

4. Click the View button.

Results appear below.

To narrow results by store (multi-store environment only):

1. Click the Stores button.

2. On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).

3. Click the View button.

To narrow results to a time of day:

1. Click the Start of day drop-down menu and select a starting time for the report results.

2. Click the End of day drop-down menu and select an end time for the report results.

3. Click the View button.

NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.  

To narrow results by employee:

1. Click the Show Options button on the top of the screen.

2. Click the Employees button.

3. On the Select Employee(s) popup, select the checkboxes for the employees you want to include in the report and then click OK (all employees are selected by default).

4. Click the View button.

To change the time period of the report:

• Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.

To print report results:

• Click the Print button above the results.

• Refer to Printing Reports for more information.

To export the report:

• Refer to Exporting Reports for more information.

Viewing Tips Report Results

Tips Summary

The Summary displays the following for matching results:

• Employee ID - Name of the employee receiving the tip (click to view details).

• Tip - The total amount of tip the employee has earned.

• Total - The sum total of all tips for all employees combined.

Tips Sales

The report lists matching sales as follows, sorted in descending order by Date:

• Date - Date and time of the tip given (default sort).

• Order ID - PAYD Pro Plus ID for the sale (click to view details).

• Employee - Name of the employee who received the tip (click to view details).

• Tip - The total amount of tip given on this particular sale.

To change a report's sort order:

• Click the heading of the column you want to sort on (highlighted on mouseover).

• Click again on a heading to toggle between descending and ascending order.

To page through report results:

• Use the navigation bar below the report results. The current page is highlighted.

Related Topics

The Reports Menu

Running Reports

Viewing Employee Information

Configuring Other Merchant Settings

Tipping on Integrated Payments