Electronic Journal Report

1. Open the Back Office.
2. Click the Reports icon.
3. Click Electronic Journal.
   
4. When the Electronic Journal Report window appears, configure your report settings:
   • Choose a Select by option:
     • Choose Select by Date/Time to view a specific data and time range. Enter a Start Date, End Date, Start Time, End Time.
     • Choose Select by Check Number to view a specific check number range. Enter a Start Check # and End Check #.
   • Select a Sort by option:
     • Sort by Date/Time sorts the report by date and time, in ascending order.
     • Sort by Check Number sorts the report by check number, in ascending order.
   • Select employees to show from the Employee list box or click the Select/De-Select All button to select or de-select all employees.
   • Select Sales to Include. Options that are checked will be shown in the report.
     • All includes all sales types listed below.
     • Canceled Sales displays canceled sales as part of report totals. Canceled sales will be noted in the Media column. See Cancel Sale for more information on canceling a sale.
     • Refunded Sales displays refunded sales. See Recall Closed Check for more information on refunding a check.
     • Sales with Voided Items displays sales with voided items. See Void Line Item for more information on voiding an item from a sale.
     • Sales with Discounted Items displays sales with discounted items. See Discount Maintenance for more information on configuring discounts.
     • Sales with Coupons Applied displays sales with coupons added. See Coupon Maintenance for more information on configuring coupons.
     • Sales with "To Go" Seats displays sales with to go seats. See To Go for more information on to go sales.
     • Sales with Tax Forgiven displays sales where taxes have been forgiven. See Forgive Tax for more information on forgiving taxes applied to a sale.
     • Sales with Items Matching Mask includes sales that match the Item Mask specified. For example, APP* would include all appetizers.
     • Sales with Credit Card Matching Mask includes sales with credit cards that match the Credit Card Mask specified.
     • Sales Settled with a Specific Media includes all sales settled with the Media selected from the drop down.
     • Sales of a Specific Order Type includes sales that were a specific order type. Select an Order Type from the drop down.
     • Sales to a Specific Customer includes sales that were to a specific customer. Enter the customer's Customer Number.
     • Sales with a Specific Gift Card includes sales that were settled with a specific gift card. Enter the Gift Card Number.
   • Show Checks with Multiple Tenders on Multiple Lines (One Tender Per Line) displays each media type tendered as part of a sale on a separate line.
     • Show Consolidated Media Totals displays media totals by media type.
     • Show Each Tender Taken as Payment displays a check settled with multiple tenders as separate lines for each tender.
     • Show Negative Cash Line for "Overtender Change is Cash" Medias displays a separate line for overtender change that is paid in cash.
     • Show Sales With No Medias displays sales that have no associated media. For example, canceled or $0.00 sales.
   • Select an Optional Report Columns setting:
     • None optional columns will not be added to the Electronic Journal Report.
     • PMS Room Number and Guest Name will add both the PMS Room Number and the Guest Name columns to the report.
     • Customer Number and Customer Name will add both the Customer Number and Customer Name columns to the report.
   • Print Total at the Bottom of the Report prints the total amount of sales and tips, shown at the bottom of the report.
   • Include Tips Column will add a Tips column to the report.
   • Include Check Description Column will display a Check Description column.
   • Use Settled Employee Instead of Started Employee will list the employee who settled the check instead of the employee who started the check. The employee who started the check is shown by default unless this option is activated.
   • Use Alternate Check Number Name allows the user to modify the Check # column to display a different name. Enter an alternate column name in the text field.
5. When you have finished configuring your report settings, click the Run Report button. The Electronic Journal Report Preview window will appear.
   

Double click the date/time stamp under the Check Start column to View Sale Info associated with the specified sale. The View Sale Header Info, View Line Item Details, Print Receipts, and View Signatures options can be selected from the Sale Info window.

Sales Summary

Displays a summary of sales information sorted by date or check number.

Check Start: The date and time the check was started on the Front End.

Check End: The date and time the check was settled or closed.

Check #: The check number assigned to the check on the Front End.

Check Desc: The description of the check as displayed in top line of the check information shown in the Active Tables informational control on the Front End. Check amount is displayed by default, however, this column will also display customer name or a manually entered check description. See Lookup Customer for more information on assigning a sale to a customer or Enter Check Description for more information on manually entering a check description.

Employee: The employee who started the sale on the Front End. To view employee based on the settled check, select Use Settled Employee Instead of Started Employee when configuring your report options.

Tbl: The table assigned to the check on the Front End.

Cust: The customer count by check. This value is based on the number of seats assigned to each check or the customer count entered on the Front End, depending on your settings. 

Edit Section Info > Force Entry of Customer Count will prompt the user to input the customer count on the Front End. This option can also be configured to automatically add the specified number of seats to the sale.

Edit Section Info > Track Customers by Seat will adjust the customer count when a seat is added to or removed from the sale on the Front End.

Settings 1 > Adjust Customer Number when adding removing seats automatically adjusts the customer count when seats are added to the sale or removed from the sale.

Amount: The total amount of the sale, including tax.

Media: The type of media that was used to settle the sale. Sale types will also be displayed in this column if no media was used. For example, refunded or canceled sales will be noted in the Media column.

Users can configure Auto Report Settings by clicking File > Auto Report in the report preview window. For more information, see Auto Reports.