You can adjust the filters at the top of the page to refine your results for the entire report.

1. Report View: Select a saved Custom View or the default Base Report from the drop-down menu. You can also create a new Custom View from this menu. For instructions, please see the article: How to Customize Reports in the Bridge.
2. Location: Select a Location (or location group) by ticking the box next to the desired location from the drop-down menu. You can also select All Locations (the default).
3. Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.

Each summary grid on the report has its own set of controls, allowing you to customize its appearance and export its data independently.

1. Full Screen: Click the Full Screen toggle to expand the Fee Summary to fill the screen.
2. Report Style: Click the Report Style drop-down menu to change the grid's density. Options include Regular (the default), Compact, and Large.
3. DOWNLOAD: Click the DOWNLOAD button to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
4. Schedule Report: Click to open the Schedule Report modal and configure daily, weekly, monthly, or annual reports. For instructions on configuring Scheduled Reports, click here. 
5. Summary Grid: Toggles the visibility of the Grand Total row at the bottom of the report. When enabled, the report calculates and displays the aggregate totals for all columns based on your current filters.
6. Sort Columns: Click any column header (e.g., Name) to sort the data in ascending (A-Z) or descending (Z-A) order.
7. Reorder Columns: Click and drag a column header (e.g., Discounts) to a new position in the grid.
8. Column Options: Click the three-dot menu on a column header to open more options.

Note: Making changes to options will activate the SAVE CHANGES button. These grid customizations can only be saved to a Custom View. If you are currently in the Base Report view, clicking SAVE CHANGES will prompt you to create a new Custom View to save your changes.

The Fees Summary report provides granular data points to help you analyze fee performance. You can enable or disable these columns to tailor your view.

• Fee: The specific name of the service charge or fee applied (e.g., "Large Party Fee," "Corkage Fee").

• Quantity: The total count of times this specific fee was applied to checks during the selected date range.

• Total: The aggregate monetary value collected from this fee.

• Average: The average dollar amount collected per application of the fee (calculated as Total divided by Quantity).

• Percentage: The percentage rate associated with the fee, if it is configured as a percentage-based charge.

• Tax Amount: The total value of tax collected specifically on the revenue generated by this fee.

• Taxable: A status indicator showing whether the fee itself is subject to sales tax.

• Revenue Center: The specific area of the restaurant (e.g., Bar, Patio, Dining Room) where the transaction occurred.

• Daypart: The service period (e.g., Lunch, Dinner) during which the fee was recorded.

• Order Type: The classification of the order associated with the fee (e.g., Dine In, Take Out, Delivery).

• Employee: The name of the staff member who owned the check at the time the fee was applied.

Grouping Options

In addition to the columns above, you can further organize the report data by adding the following fields to the Row Groups section:

• Employee

• Order Type

• Daypart

• Revenue Center

• Fee