10/2/2023 0 Comments Lightspeed login team timecardsOn the top right of the report, click Subscribe. Subscribe to Report If you would like Upserve Lightspeed POS to be sent to your business or personal email, you can subscribe to Daily, Weekly or Monthly reports. Some reports can also be filtered by User, Check Number, Tender Type, etc.Īt the top of the report, click on the filter box next to the filter you'd like to apply. Most reports can be filtered by Day Parts or Revenue Centers. Then click the blue date button to accept the select date(s).Īlternatively, select any of the existing date range options (Today, Yesterday, Last 7 Days, etc).Īpply Report Filters Each Upserve Lightspeed POS report will display report filter options at the top of the report. You can also subscribe to reports if you would like reports to be sent directly to your email.Ĭhange Report Date Click on the Date bar at the top right of the reportĬlick Custom to select a specific date or date range. Report Filters, Subscriptions & Tools In each report, you can change the report date and apply filters, such as Day Parts or Revenue Centers. When you log into HQ, you will find your Upserve Lightspeed POS reports in four sections:ĭashboard & Reports Click Dashboard to view the Sales Report.Ĭlick Reports to view the Check Details, Product Mix (PMix), Labor Report, Comps and Voids reports.ĭaily Review Click Daily Review to view the Pay In/Pay Out Report.Ĭlick Finance to view the Payments Report and Accounting Export. To learn more about analytics and payments reports, click here. These reports can help you to asses the health of your business and track menu item performance, server performance, sales trends, etc. Upserve Lightspeed POS reports sync check and employee activity from the terminals and generate reports related to sales, check details, timesheets, etc.Īnalytic reports are available to customers who use Upserve Payments. Analytics In HQ, you can find Upserve Lightspeed POS and Analytics ( ) reports in the Dashboard, Reports, Daily Review and Finance sections. HQ Reports: Upserve by Lightspeed POS vs. If you need assistance, contact our Support team. If your reports fail to load, apply shorter date range filters and run the reports again. Applying long date range filters can sometimes cause report loading errors. When you generate reports, you will have the option to apply date range filters to view data from a specific period of time. Note: We recommend logging in to hq. to view reports, so you can access POS, analytics and payments reports in one place. Review this article to learn what reports are automatically generated using Upserve POS data and how to filter, export and subscribe to specific reports. When you use the Upserve by Lightspeed POS, you will have a number of reports available to you in HQ.
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