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Where can I research checks and their details?

Where can I research checks and their details?

This article shows users where to locate guest checks and download the information.

Overview

Decision Logic’s Check Research report allows users to view past checks and their details. This feature is a great tool to use for verifying, researching, or troubleshooting past guest checks through a multitude of filter options. Users can download the check overview and its details.

 

View Check & Check Details

Begin by navigating to:

Reports > Sales and Ranking > Check Research

 

  1. Select a Start and End Date.

  2. Highlight a Store or multiple Stores.

  3. Click the Right Arrow to move the store(s) to the box on the right. This action indicates which store(s) the platform should research.

  4. Select parameters to quickly locate the check(s) you are looking for.

    1. Check # (number) and associated dropdown and range options.

    2. Check Amount and associated dropdown and range options. These fields represent the check’s total dollar amounts without tips added to credit/debit card transactions.

    3. Discount Type and the associated options.

    4. Menu Item and the associated text field. This field allows you to search by entering a menu item’s name.

    5. Payment Type and the associated options.

  5. Click Search.

    1-5. Check parameters_search.png

     

  6. Click on a Line Item (check) to View the Details.

    6. Line item check selection.png

Example check details. Users can click the PDF button to download this individual check’s details.

 

Check details example.png

 

 

Download Check & Check Details

Begin by following steps 1-5 listed above. Once you have yielded results from your search parameters, you can select all, multiple, or single checks items and click the following download options to:

  • Download Selected Checks which downloads what you see on the search page .

  • Download Selected Check Details which downloads what you see when viewing the details of individual checks.

 

Download Selected Checks example.

Selected Check example.png

Download Selected Check Details example.

Check Details example 2.png

 

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