Overview
Are you looking to access and download your transaction reports from your Otter POS system?
This article will guide you through retrieving your end-of-day reports from both the Otter App and Otter Dashboard.
By following these simple steps, you can easily access and analyze your POS data to make informed business decisions.
POS end-of-day reporting can be found in two places:
- Otter App (Order Manager)
- Otter Dashboard
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Sales tab |
Payments tab |
Channel Sales tab |
Otter App Reporting
An End of Day Report can be found within the Otter app and can be printed out. The report includes the details for Sales, Payments, and Channel Sales.
NOTE: Did you know? You can now use the enhanced date picker to select a specific timeframe for your End of Day report. This update also allows you to easily access and view historical End of Day reports.
How to view End of Day Report in Otter App
| Steps | Process | Images |
|---|---|---|
| 1 | Use your user pin to log in to the Otter app. | |
| 2 |
Once on the Otter home screen, click on the new icon in the top right corner of the screen. This will launch the Report view.
Note: If you do not have the proper permissions or are not logged in as a user with the proper permissions you will be required to pin in again.
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| 3 | The report includes a Summary at the top and below are 3 tabs:
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Sales tab Payments tab Channel Sales tab |
| 4 | Use the date picker to select a time frame to be shown on the report | |
| 5 |
To print a copy of this report click [Print report]. The printed report will include the details from all the tabs (Sales, Payments, and Channel Sales). |
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Otter Dashboard Reporting
The POS Transactions report is a POS-specific report that shows all transactions that happen on Otter POS. This report uses a similar top-level filter.
This report also contains a detailed list of transactions that happened on each POS terminal. The following will appear here:
All Sale and Refund (cancellation) transactions including:
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Non-Sale Till Transaction like:
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Details about each sale like:
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How to view End of Day Report in Otter Dashboard
| Steps | Process | Images |
|---|---|---|
| 1 | Navigate to Otter Dashboard and login. | |
| 2 | Click on [Apps] and select [Financials]. | |
| 3 | Click on [POS Transactions] to view the report.
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| 4 | All the items listed in this table can be exported by using the [Export Data] button located at the top of the page. |
Frequently Asked Questions / Troubleshooting
How up-to-date is the data in this report?
This report is in real-time. There are some rare situations where it may take up to 5 min for an order to appear.
What data is shown?
- This report is an ad-hoc DAILY report so it will show all data for that day (post-midnight) up to the point at which you launch the report.
- The data will be inclusive of all order information for the location that the device is paired to - it is not specific to the device/terminal the report was created on.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
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