Safe Drops Report

Safe Drops Report

Safe Drops Report Overview

The "Safe Drops Report" will display the records of all the safe drops (moving money from the cash drawer to the safe in order to avoid the cash overflow in the cash drawer) made by the cashier during a specifically entered date range and at a particular store location.

Different types of filters can also be configured, depending on your requirements, and the system will display the records of safe drops only according to the selected filter options. The system will display the name of the store location, date, time stamp, register number, register Z number, cashier name, the amount transferred from the cash till to the safe drop, and the cashier’s unique employee number. 

1. Reaching the "Safe Drops Report"

To reach the "Safe Drops Report," follow the below steps:
Step 1: Log into Control Center
Step 2: Choose Point of Sale
Step 3: Choose Reports
Step 4: Choose Sales Reports
Step 5: Choose Safe Drops


Figure 1.1

You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized safe drops data in the report. See Figure 1.2.


Figure 1.2

2. Generating the "Safe Drops Report"

When you navigate to the Safe Drops Report page, you will see the options pre-selected by default. You can generate the report in the selected date range.
Figure 2.1
  1. Safe Drop Reports: Choosing this option will filter the safe drop records in the report.
  2. Canceled Safe Drop Reports: Choosing this option will display all the canceled safe drop records.
Fields:
  1. Store: This column displays the location of the store.
  2. Date: The date and time for the safe drop are here in this column.
  3. Reg#: This is the register number from which the cash is deposited in a secure location (safe) at the store location.
  4. Z#: It is the register Z number that lets you know the shift number of the employee. 
  5. Drop Amount: This column displays the amount that has been safely dropped from the cash register to the safe.
  6. Cashier: This column mentions the name of the cashier who was handling the cash register and the safe drop on that date and time (shift).

3. Date Range

  1. You can filter your sales data in the report between the dates and select a specific time from the Start Date and End Date drop-down calendars.
  1. By clicking the Edit box, you will get the drop-down calendar to select the specific date range. You can also manually enter the date in mm/dd/yyyy format.
  1. You can also generate a report with a specific time duration (morning/evening), and you can select the particular time (hour and minutes) from the date selection. See Figure 3.1, Figure 3.2, and Figure 3.3.
Start Date: This field lets you choose the start date of the date range.
Figure 3.1
End Date: This field lets you choose the end date of the date range.

Figure 3.2
Presets: The Presets label is provided to select the specific duration/interval to generate the data.

Figure 3.3

4. Show Drops >

This field is used to enter and display the canceled drops and safe drops report as per the entered number in the increment/decrement show drop text field.
See Figure 4.1 below. The report will only show the records of the safe drops whose value is greater than (>) the entered value. For instance, here, the entered value is $200.00.
Hence, the resultant report shows safe drop records that are greater than $200.00.

Figure 4.1

5. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

6. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

7. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through Favorite Reports. You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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