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End of Day Overview Report

You can view the sales and labour costs for the selected location and date

triSaaS Support avatar
Written by triSaaS Support
Updated over 10 months ago

What is an End of Day Overview report

The End of Day Overview report provide an overview of the end of day figures, including sales and labour costs, and summaries for the selected location and date.


How to export an End of Day Overview report

  1. Go to the configure portal.

  2. Head over to Reports.

  3. Select End of Day Overview that sits under Operations.

  4. Select the date and the location that you wish to view.

  5. Click on the Run button.

  6. Make sure the expected information appears in the on-screen report, and then click Download to export the data in the Excel spreadsheet.


How to schedule an End of Day Overview report

Scheduled reports can be set to automatically send to the relevant members via email, keeping them informed and ensuring that no one misses important information.

  1. After running the report, simply click Schedule.

  2. Give the report a title.

  3. Select the suitable frequency and time.

  4. Enable the report attachment if required. This allows recipients to view the report directly without having to log into Rota King, provided the report size is under 10 MB.

  5. Add email addresses.

  6. Click Save.

To make changes to a scheduled report, navigate to the Scheduled Reports section under Reporting, select the report you wish to modify, and edit it as needed.

Have questions or need support? Reach out to us at email. We're here to help!

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