Tips Report Follow
The Tips Report provides administrators and supervisors a detailed view of tips recorded in the system for the selected date range. The report displays tips by employee, including daily entries for cash and card tips, along with totals for each employee and overall totals for the report.
The Tips Report can be filtered by:
Notes:
- Supervisors with the necessary permissions will see data for any employee assigned to their responsible departments.
- Administrators will see data for all employees on the account.
To run a tips report:
- Log in to the uAttend cloud portal as an administrator or supervisor.
- Click the Reports tab.
- Select the Tips Report.
- Adjust filters as needed to refine the report results.
- Adjust the date range if necessary.
- Use the Departments drop-down to select which departments to include.
- Update the Employees drop-down to select which employees to include.
- Use the Status drop-down to filter for active employees, archived employees, or both.
- Print, email, or download the report using the corresponding icon on the top-right of the page.
Filter the Report
The Tips Report includes several filtering options to narrow results.
Date Range
Click the Date Range to select one of the preset options or choose a custom start and end date.
- Last 7 Days
- Last 1 Month
- Last 6 Months
- Last 1 Year
- This Month
- This Year
- The Previous Month
- Date Range: Select a custom start and end date using the calendar.
- Reset: Resets the report back to the current pay period.
Departments
By default, all departments will be selected.
Click the Departments drop-down to select which departments to include in the report.
Employees
By default, all employees will be selected.
Click the Employees drop-down to select which employees to include in the report.
Employee Status
Click the Employee Status drop-down to select which employees to include in the report:
- Active
- Archived
- Active and Archived
Export or Email the Report
Print: Click the Print icon at the top of the report to print the report or save as a PDF file.
Email: Click the Email icon at the top of the report and select or enter the email address of who should receive the report, separating email addresses with a comma, including an optional message if desired.
Download: Click the Download icon at the top of the report to export a spreadsheet. All data will appear in a single sheet (formatting may vary based on your software settings).
- All reports will export in a .CSV format by default.
Sample Reports