History report

The History report is an activity log. Use it to check who refunded, voided or discounted an order, who reprinted a receipt, or who changed a setting in the back office. Open it from Reports, in the Payments group.

Note

Records are kept for a limited time. The notice at the top of the page, Notice: Records only stored within … days from now, shows how many days your account keeps (30 by default). Older activity can’t be shown.

Choose the dates

The date picker applies to both tabs.

• Presets: Yesterday, Last 7 days, Last 14 days and Last 30 days.
• Custom range: pick a start and an end. You can’t pick a future date or a date older than the stored period.

The report has two tabs.

History of employees

Actions staff took on the POS devices, one row per action.

Filters

Filter	What it does
Search order	Finds actions on an order by its number.
Action	Shows one kind of action, or all of them. See the list below.
Shop	Shows actions at one location.
Employee	Shows actions by the employees you pick. You can pick several.

Columns

Column	What it shows
Order #	The order the action was taken on.
Date	When it happened.
Created by	The employee who took the action.
Approve by	The employee recorded as approving the action. For some actions, such as a discount or a tip change, this can be a different person from Created by.
Content	The details. For example, the old and new total, the refund type (Amount or Items) and the amount, the discount, the tables or orders that were moved or merged, or the printer name and IP for a print.
Action	What was done.

Actions recorded

Group	Actions
Orders	Place order, Confirm order, Reject order, Pay order, Cancel order, Void order, Completed time, Recall order, Recall payment
Tables and splits	Move order, Merge table, Merge order, Split order
Refunds	Refund order, Refund amount, Refund order item
Discounts and tips	Create discount, Create discount item, Adjust tip
Printing	Print customer receipt, Print kitchen receipt, Print label, Print shift report, Print credit receipt, Print served receipt, Print QR receipt
Payments	Close batch

History of users

Changes made in the back office, one row per change.

Filters

Filter	What it does
Action	Shows one kind of change, or all of them.
Search by name	Finds changes by the user’s name.

Columns

Column	What it shows
Date	When the change was saved.
Created by	The user who made it.
Content	What changed, for example an item’s old and new name or price, or a location’s tax.
Action	The kind of change.

Changes recorded

Update shop, Update table, Update table group, Update employee, Update employee role, Update discount, Update extra fee, Update item, Update category, Update options, Update refund setting, Update general setting, Update payment setting, Update POS setting, Update receipt template, Update device setting and Update menu layout.

Print and download

Use Print or Download to save the tab you’re on with the current filters. The file lists the selected action (or All actions) and the rows in the table.

For money totals, see Payments and refunds. To change who can refund or void, see Roles and permissions.