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      Generate a Tip Report

      This offers several benefits, including tracking employee tips for payroll, monitoring tipping trends, and maintaining accurate financial records. Learn how to create and download the report here!

      This feature is available with all subscription plans:

      • Standard

      • Pro

      • Expert


      Popular Uses: 

      • Reviewing tip data for internal audits or financial reviews
      • Addressing any discrepancies in tips reported by employees or customers 
      1. Begin on the Overview of your dashboard
      2. Select "Reports" on the left, under your logo Screenshot 2024-09-17 at 12.38.53
      3. Click on "Create Report" under Transaction Report
         Screenshot 2024-09-17 at 12.41.54
      4. Choose the time period of the report by clicking on the dropdown 
        Screenshot 2024-09-17 at 13.19.32
      5. Select your range
        Screenshot 2024-09-17 at 16.56.26
      6. In the dropdown under Details, select "Tip Amount" and "Driver's Tip" to view both in the same transaction, or simply choose the one you need and deselect any other fields you don't want to include 
        Screenshot 2024-09-17 at 16.59.51
      7. Click "Get Report" Screenshot 2024-09-17 at 17.03.20
      8.  You will be taken to a page while the report is downloading
        Screenshot 2024-09-17 at 17.13.00
      9. Once the "Download" button changes from grey to orange, the report will be readyScreenshot 2024-09-17 at 17.23.38

      If you'd like to discuss any discrepancies or review the report to reconcile charges, please feel free to schedule a time with your account manager here.