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NCR Console - Viewing the Daily Summary Report

December 5, 2016

Description

The Daily Summary report from NCR Console’s Advanced Reporting module provides a detailed view of various sales metrics for any day or set of days. It is any easy way to get all of your important information at once.  In addition to a summary of sales data, this report includes a breakdown of cash balances, tender types, product mix information, red flags, employee breakdowns and shift details. To access this report:
 

  1. Log into NCR Console, go to the Reports tab

  2. Click Daily Summary

  3. This report defaults to the prior business day. You can toggle to a specific day by clicking the arrow icons to the right and left of the date, or click the calendar icon to go to a specific day


User-added image 

The Daily Summary includes an option to consolidate multiple days into a single view.

  1. Click More Options

  2. Click View Multiple Days

    User-added image

  3. Enter desired date range and click Update

    User-added image

  4. The report will generate a per day breakdown of your daily summary

    User-added image


You can also export the Daily Summary into a csv file to save on your computer and view any time.

  1. From the Daily Summary report screen, Click More Options

  2. Click Export Report

  3. A csv file will appear at the bottom left corner of the screen (or wherever your downloads appear)

  4. Save the file to your computer for future reference

File

Viewing the Daily Summary Report.pdf
Customer Support Article

NCR Console - Viewing the Daily Summary Report

  • December 5, 2016
  • ·
  • Like
  • 0

Summary

How to view the daily summary report in NCR console

Description

The Daily Summary report from NCR Console’s Advanced Reporting module provides a detailed view of various sales metrics for any day or set of days. It is any easy way to get all of your important information at once.  In addition to a summary of sales data, this report includes a breakdown of cash balances, tender types, product mix information, red flags, employee breakdowns and shift details. To access this report:
 

  1. Log into NCR Console, go to the Reports tab

  2. Click Daily Summary

  3. This report defaults to the prior business day. You can toggle to a specific day by clicking the arrow icons to the right and left of the date, or click the calendar icon to go to a specific day


User-added image 

The Daily Summary includes an option to consolidate multiple days into a single view.

  1. Click More Options

  2. Click View Multiple Days

    User-added image

  3. Enter desired date range and click Update

    User-added image

  4. The report will generate a per day breakdown of your daily summary

    User-added image


You can also export the Daily Summary into a csv file to save on your computer and view any time.

  1. From the Daily Summary report screen, Click More Options

  2. Click Export Report

  3. A csv file will appear at the bottom left corner of the screen (or wherever your downloads appear)

  4. Save the file to your computer for future reference

Article Currency

USD