Define Reporting Settings

To define reporting settings:

Xenial PortalData ManagementOrdering SettingsSettingsPreferencesSet company defaults

  1. Open the Reporting section.

  2. From the Keep Reporting Data For dropdown menu, select the number of years to retain reporting data.

  3. Select the Include Pre-Tender Void Amounts into Gross Sales option to include pre-tender voids in the Gross Sales total on store reports.

  4. Select the Include Liability Sales Amounts Into Gross Sales option to include gift card and gift certificate sales in the Gross Sales total on both the Drawer Audit and Sales Detail reports.

    • A line showing the liability sales total is added to the Sales Breakdown section of the reports.