Financial Overview

The Financial Overview report is the mothership of reporting.  It is versatile for streamlining the steps required to close the books on a given day. No more opening and closing one report after another to compare totals, the Financial Overview report puts all necessary information in one place. This makes the Financial Overview Report unlike any other POS system report.

It's task-centric reporting where you can easily expand the Site Selection Tree to view more detailed report data. Underlined figures can be clicked on to see the underlying report where the aggregated figures have come from and how it was comprised. Every line-item reported on the Financial Overview is a total from another report. 

You can look at totals for credit cards, fleets, and clubs at a glance, and then click any underlined total in the report to open a more detailed report in a new tab. For example, if you click an underlined total in the Income column, the Shift Detail Report appears in a new tab, displaying the details of the Income total.

You can easily switch back and forth between tabs to prove out the numbers. The Financial Overview report was designed with your productivity in mind. The idea is to improve your efficiency, so you can resolve a day.


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