Staff, shifts and tips reports

The Staff reports show what each employee sold, what happened during each shift, and how tips and extra fees were collected. In the sidebar, under Reports, open Staff and choose Employees, Shifts, Tips, Tip distributions or Extra fee.

The Filter by range and Filter by shop filters, the page size, the empty state and the print and download buttons work as described in Common filters and export. Each screen below lists only what is different.

Employees

Open Staff → Employees. Each row is one employee who had a shift during the period.

Filter	Default	What it does
Filter by range	Today	An employee appears if a shift overlapped the range. Orders and payments count when they were last updated in the range.
Filter by shop	See the link above.	Chooses the location.

Orders and payments belong to the employee whose shift they were taken in.

Column	Definition
Name	The employee’s full name. Below it, Total times is the time worked in the range, in hours and minutes, and Created at is when the employee was added.
Sales	Total Tip: tips on succeeded payments, including extra-fee tips, minus refunded tips. Total Extra Fee: extra fees on succeeded payments, without extra-fee tips, minus refunded fees. Gross total: the payment total after refunds, minus Total Tip. Total Refunded: the amount of refunded payments.
Payment method	Cash, Credit and Gift card: payments by that method, minus refunds. Credit includes Standalone Terminal.
Completed orders	Completed orders with a total above zero.
Canceled & refunded orders	Failed, rejected, voided, recalled and refunded orders with a total above zero, plus completed orders that have a refunded payment.

Both the print and the download buttons are available.

Shifts

Open Staff → Shifts. The summary comes first, then one report for each shift.

Shift report summary cards and one employee's shift report with sale summary, drawer summary and statistics — Shift reports (sample data)

Filter	Default	What it does
Filter by range	Today	Whole days only, with no time of day. A shift counts when it started in the range.
Filter by shop	See the link above.	Chooses the location.
Filter by employee	All employees	Shows one employee’s shifts. It is turned off until a location is chosen.
Search by order or last 4 number	Empty	Type digits. Despite the label, on this screen it finds the shift whose Report ID matches exactly. It doesn’t search orders or cards.

Summary card	Definition
Total shifts	The number of shifts that started in the range.
Items sold	The quantity of items sold, after refunded items are taken off.
Gross total	Payments taken on those shifts, after refunds and without tips.

Each shift report starts with the location and employee, the Report ID, the Shift Date and Worked, the time between check-in and check-out. A shift still open counts up to now. The four boxes below show the shift’s numbers.

Shift details box:

Row	Definition
Employee and Position	The employee and the role they worked in.
Start Shift and End Shift	Check-in and check-out time. End Shift reads Shift in progress while the shift is open.
Hours Reporting	The time worked.
Report ID	The shift’s number.
Sold orders	The number of completed orders.

Sale Summary box:

Row	Definition
One row for each payment method	Payments by that method, after refunds and without tips. Methods that are off appear only if they have a total.
Extra Fee(s)	Extra fees on completed orders, after refunds and without extra-fee tips.
Gross Sales	The total of the payment method rows.
Taxes	Tax on completed orders, minus refunded tax.
Net Sales	Gross Sales minus Taxes, plus tips refunded in cash.
Cash Tips and Credit Tips	Tips taken by each method.

Drawer Summary box. It tracks the cash drawer.

Row	Definition
Start Cash Drawer	The cash in the drawer when the shift started.
Cash Sale	Cash payments, after refunds.
Cash Drawer	Start Cash Drawer plus Cash Sale.
Less Start Cash	The starting cash, taken off.
Manager Withdraws	Cash withdrawn by a manager, with each reason listed below.
Purchase Payout	Cash paid out for purchases, with each reason listed below.
Total Credit Tip Withdraw	Credit card tips, minus credit tips refunded in cash. It counts as a withdrawal from the drawer.
Total Withdraw Amount	Manager withdrawals, purchase payouts, credit tip withdrawal and starting cash, added together.
Drawer Net Cash	Cash Drawer minus Total Withdraw Amount.
Cash Count	The cash counted at the end of the shift. `--` if it wasn’t counted.
SHORT, OVER or BALANCED	Cash Count minus Drawer Net Cash. Shown only when a count exists and the net cash is above zero.
CASH SAFE USED	The cash moved to the cash safe. Shown only when an amount was moved. A BALANCED line appears with it.
CASH SAFE NOT USED and Manager owes	Shown when cash safe reporting is on and the net cash was below zero when the shift closed. Manager owes is that amount.

For the cash safe, see Cash safe.

Statistics box. Refunded and canceled amounts show as negative numbers.

Row	Definition
Canceled Amount and Canceled Orders	Voided and rejected orders that have a total.
Refunded Amount and Refunded Orders	Refunds on the shift’s orders, partial or full.
Discounts and Discounted Orders	The discount amount on completed orders, and the number of completed orders that had a discount.
Void Item Amount and Void Item Count	Items removed from orders that were taken, when a reason was given.
Open Orders and Open Order Amount	Orders still waiting, confirmed or in progress, and their total.
Orders Taken	Every order taken in the shift. Hover over the label to read the note.

View the full report

Click View Full Report on a shift. The report opens with a title, a print button and six tabs. Click View Less Report to close it. This is the only place on the Shifts screen with a print button. It has no download button.

Tab	What it lists
Sales Break Down	The Sale Summary, Drawer Summary and Statistics side by side. It leaves out the tip rows.
Products	Product Name, Quantity and Total Sale. Highest sales first.
Add ons	The add-ons sold, with the same columns as Products.
Orders Taken	Order #, Status, Amount and Tip Amount. It includes completed, rejected, refunded, recalled and processing orders. A voided order appears here only when its subtotal is above zero.
Voided Orders	Time, Order #, Order Type, Amount, Reason and Voided By. It lists voided orders with a subtotal of zero.
Voided Items	Order #, Item Title, Quantity, Amount, Reason and Voided By.

Each tab shows 20 rows to a page. Printing includes every tab’s data.

Tips

Open Staff → Tips to see each employee’s sales and tips.

Filter	Default	What it does
Filter by range	Today	Matches orders last updated in the range.
Filter by shop	See the link on top.	Chooses the location.

Column	Definition
Number	The row number.
Employee name	The employee who took the payments. Online is for payments without an employee, such as online orders. Click the header to sort.
Grand total	The payment total on completed and refunded orders, after refunds, minus Tips. Click the header to sort.
Tips	Tips, after refunds. It includes tips from extra fees that apply as a tip. Click the header to sort.
Percentage	Tips divided by Grand total. `--` if it can’t be worked out.

Both the print and the download buttons are available.

Tip distributions

Open Staff → Tip distributions to see card tips paid out to employees. This report only reads. Nobody can start or change a payout here.

Filter	Default	What it does
Filter by range	Today	Matches the date the distribution was created.
Filter by shop	See the link on top.	Chooses the location.

Column	Definition
Number	The row number.
Settlement ID	The card settlement that carries the payout. It is empty until one is known.
Date	When the distribution was created.
Employee Name	The employee who receives the tip.
Tip Distribution	Total Tip: the tip given to the employee. Paid Tip: what was paid after fees. Incoming Tip: what is still to come, which is the total tip minus the fees and the paid tip.
Total Fees	The fees taken from the distribution.
Distributor Name	The employee who closed the batch and made the distribution. `--` if none.
Payment type	Nuvioo.
Status	See the table below.

Status	What it means
Pending	The distribution was created. Its settlement isn’t being processed yet.
Processing	The settlement that carries it is waiting for approval.
Paid	The settlement was approved, and the paid tip plus the fees equal the tip.

Newest distributions come first. Both the print and the download buttons are available.

How tips are distributed

Distribution happens on the POS, when an employee closes the card batch and splits the tips between employees. Tip distribution is a payment setting. See Payment settings.

An employee is paid only if they have a verified payout account. Others are left out. See Set up a tip payout account.
Each card payment must leave at least 1.00 for the location. A split that leaves less is rejected.
Fees are taken from each employee’s share. They show in Total Fees.

Extra fee

Open Staff → Extra fee to see the extra fees collected. Four cards come first, then one row for each order that has an extra fee.

Filter	Default	What it does
Filter by range	Today	Matches orders last updated in the range. The range can’t be longer than 30 days. A longer range isn’t applied. The on-screen message says 31 days, but 30 days is the limit. Presets are Yesterday, Today, Last 7 days, Last 14 days and Last 30 days.
Filter by shop	See the link on top.	Chooses the location.

Only completed orders count.

Card	Definition
Extra Fee Amount (Included Extra Fee Tip)	Extra fees charged, minus refunded fees. It includes the extra-fee tip.
Extra Fee Tip	The part of the extra fees that was counted as a tip, minus refunds.
Number of Order	All completed orders in the range, with or without a fee.
Order contains extra fee	Completed orders whose extra fee is still above zero after refunds.

Column	Definition
Date	When the order was last updated.
Order #	The order number.
Extra Fee Tip	The extra-fee tip on the order, after refunds.
Extra Fee Amount (Included Extra Fee Tip)	The extra fee charged on the order. Refunds aren’t taken off in this column.
Payment method	The methods used to pay the order.

Click the i button on a row to open a panel titled with the order number. It lists the fees on the order with No., Name, Amount and Auto apply Tip, which has a check mark when the fee counts as a tip. The panel is empty when the fee was fully refunded.

Newest orders come first. Both the print and the download buttons are available. To set up extra fees, see Extra fees.