Safe Drops Report - Store Employee

Safe Drops Report - Store Employee

Safe Drops Report Overview

 The "Safe Drops Report" in FTx Cloud POS provides records of all the safe drops made by the cashier. "Safe Drop" refers to moving money from the cash drawer to the safe to prevent overflow in the cash drawer. This report can be generated for a specific date range and store location. 
Info
If you access stores in multiple time zones, note that the system displays the local time of the selected store in the Left Panel.

This article includes information about:
  1. How to generate the Safe Drops Report for the selected date range
  2. How to apply filter options to customize the report
  3. How to automate (schedule) or print a report
  4. How to mark the report as a favorite report 

2. Reaching the "Safe Drops Report" 

  1. Step 1: Log into Control Center
  2. Step 2: Choose Store
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Safe Drops
Figure 1.1 below will help you better understand the navigation. 
Figure 1.1

When you click "Safe Drops," the Safe Drops Report screen will open. As shown in Figure 1.2, it provides relevant filtering and sorting options.


 Figure 1.2

2. Generating the "Safe Drops Report"

Please follow the steps below to generate the "Safe Drops Report" that meets your requirements: 
  1. Navigate to the Safe Drops Report screen.
  2. Select the date range and click "Generate Report" to view the "Safe Drops Report" for the selected date range. 
    1. You can use the Report, Date Range & Presets, and Show Drops filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to Section 3, Report Filter Options, to learn more about these filters.
    2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  3. When you click the "Generate Report" button after selecting the date range, the system will show the store-wise report records, as Figure 2.1 shows. 
Figure 2.1

Report Fields: 
  1. Header: The header shows the name of the store location you selected in the Left Panel. 
  2. Store: This column displays the location of the store.
  3. Date: The date and time for the safe drop are here in this column. 
  4. Reg#: This is the register number from which the cash is deposited in a secure location (safe) at the store location.
  5. Z#: The register Z number lets you know the employee's shift number. 
  6. Drop Amount: This column displays the amount safely dropped from the cash register to the safe.
  7. Cashier: This column mentions the cashier's name handling the cash register and the safe drop on that date and time (shift).

3. Report Filter Options

FTx Cloud POS lets you view the Safe Drops Report records according to your preferences using various filter options. As highlighted in Figure 3.1, you can configure the report with any single filter or combination of multiple filters.
 Figure 3.1
Report Filters:
    1. Report: The Report filter lets you view the Safe Drops Report based on two parameters: Safe Drops and Cancelled Safe Drops. Section 3.1, Report, explains further details. 
    2. Date Range & Presets: The Date Range & Presets filter lets you select the report's time interval. 3.2 Date Range & Presets explains further details. 
    3. Show Drops: The Show Drops filter lets you view the safe drop records greater than the specified amount. 3.3 Show Drops explains further details. 

3.1 Report 

The Report filter lets you view the Safe Drops Report based on two parameters: Safe Drops and Cancelled Safe Drops.

 Figure 3.1.1
  1. Safe Drops: This option lets you view the safe drops performed during the selected date range. 
  2. Cancelled Safe Drops: This option lets you view the safe drops cancelled during the selected date range.  
Info
"Cancelled Safe Drops" refer to safe drop transactions initiated but later voided or not completed by the cashier or manager.
The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.  

3.2 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval: 
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.2.1.
 Figure 3.2.1
  1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."
Presets

The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using Presets. 
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.2.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection. After making the appropriate selections for other filters, click on "Generate Report."
 Figure 3.2.2

3.3 Show Drops

The Show Drops filter lets you view the safe drop records greater than the specified amount. 

Tick the Show Drops checkbox and enter the desired amount in the field next to it. For example, if you enter $500, the system will show only records with a safe amount of more than $500. 


 Figure 3.3.1

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

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

5. 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. 

6. Manage Favorites 

FTx Cloud POS provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen 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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