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

1. 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).
2. 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.
3. Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.

The report includes a set of controls to customize its appearance and export its data.

1. Download: Click the Download icon (downward arrow) to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
2. Gear Icon Options: Click the Gear icon (⚙) to open a menu with additional report controls:
   • Report Style: Change the grid's density. Options include Regular (the default), Compact, and Large.
   • Schedule Report: Open the scheduling window to configure daily, weekly, monthly, or annual reports.
   • Full Screen: Expand the report to fill the screen.
3. Sort Columns: Click any column header to sort the data in ascending (A-Z) or descending (Z-A) order.
4. Reorder Columns: Click and drag a column header to a new position in the grid.
5. 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 Fee Detail report organizes specific transaction data points into defined columns to provide a clear view of fee application. You can enable or disable these columns to tailor your view.

• Closed At: The exact date and time the guest check was closed.
• Fee: The specific name of the service charge or fee applied (e.g., "Large Party Fee," "Corkage Fee").
• Employee: The name of the staff member who owned the check when the fee was applied.
• Check: The unique identification number assigned to the guest check.
• Fee Amount: The monetary value of the fee applied to the check.
• Daypart: The service period (e.g., Lunch, Dinner) during which the check was closed.
• Business Date: The fiscal business date the transaction is attributed to.
• Revenue Center: The specific area of the restaurant (e.g., Bar, Patio, Dining Room) where the transaction occurred.
• Order Type: The classification of the order associated with the fee (e.g., Dine In, Take Out, Delivery).
• Fee Type: The configuration type of the fee (such as a percentage-based charge or a flat dollar absolute rate).
• Approved By: The name of the manager who authorized the fee, if manager approval was required.

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
• Revenue Center
• Daypart

To do this, click and drag the field into the Row Groups section.