Cash Activity Report

To find and utilize the Cash Activity Report in the SoftPoint dashboard, follow these steps:

Accessing the Cash Activity Report

1. Sign in to the SoftPoint Dashboard.
2. Go to Reports: Under the OPERATIONS tab on the left side, select Reports.
3. Locate the Cash Activity Report: On the right side, scroll down to the Payments and Discounts section.
4. View the Report: Click View next to the Cash Activity Report.

Using the Cash Activity Report

• After clicking View, you’ll be taken to a list of transactions.
• The top section provides search and filter options:
  • Search Filters: You can search by Transaction Number, Ticket Number, Employee, Guest, or the last 4 digits of a credit card.
  • Date Filters: Select from predefined date ranges (e.g., today, yesterday, last 7 days, last 30 days, this month, last month) or set a custom date range.
  • Location Filters: Choose one or multiple locations.

Viewing Transaction Details

• The filtered transactions will appear in the lower section.
• For cash transactions, you’ll see:
  • Ticket Number
  • Employee Name
  • Guest Name
  • Base Amount
  • Tip
  • Surcharge
  • Total Amount
  • Time of Transaction
• Note: Transaction IDs won’t be displayed for cash transactions.

Additional Actions

• Clicking the three dots icon at the end of a transaction line provides options to:
  • View the Ticket
  • See Transaction Details
• Opening Transaction Details allows you to:
  • View detailed information related to the transaction.
  • Print the receipt.
  • Process a refund.