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. Expand/Collapse: Use this toggle when Row Groups are active. When enabled, the grid expands to show the individual shifts nested under your selected groups (e.g., Employee or Location). Toggle it off to collapse the groups for a high-level summary.
7. Sort Columns: Click any column header (e.g., Name) to sort the data in ascending (A-Z) or descending (Z-A) order.
8. Reorder Columns: Click and drag a column header (e.g., Discounts) to a new position in the grid.
9. 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 Time Card Detail report organizes specific labor data points into defined columns to provide a clear view of shift activity. You can enable or disable these columns to tailor your view.

Employee: The full name of the employee who worked the shift.

Job Position: The specific role or job title the employee worked during the shift (e.g., Server, Bartender).

Business Date: The fiscal business date the shift is attributed to, which may differ from the calendar date for overnight shifts.

Clocked In At: The exact date and time the employee clocked in for the shift.

Clocked Out At: The exact date and time the employee clocked out for the shift.

Break Duration: The total amount of time the employee spent on break during the shift, displayed in hours and minutes (HH:MM).

Shift Duration: The total hours worked during the shift, calculated as the time between clock-in and clock-out, minus any unpaid break duration.

Location: The specific restaurant location where the shift was worked.

Payroll ID: The unique identification number assigned to the employee for payroll processing.

GL Number: The General Ledger number associated with the job position for accounting purposes.

Position Category: The broader classification of the job position (e.g., Front of House, Back of House).

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

• Job Position

• GL Number

• Location

• Position Category