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CAKE | Restaurant Management System & POS

Creating Custom Reports

1.

You can create Custom Date Range reports on your POS by going to Main Menu>Reports

Note: You'll need to login with your CAKE Secure Login account email and password. To learn more about this process and create your account, click here. If you are unable to view reports and you were able to view them in the past, this is likely because you have NOT created your CAKE Secure Login account. 

Summary Page- This is the first page that appears on Reports. 

Click the Date Range on the toolbar at right. Select the date range you'd like to view by clicking on the From and To fields (a calendar icon appears to assist).

Note: Custom reporting is very helpful when you need a report that reflects your payroll cycle. You can see any activity during that cycle and email reports such as the Employee Clock In-Out report to your payroll management service if you use one or email it to yourself as needed.

2.

Your Summary Screen will now reflect the custom date range you specified. 

Click on any reports at the left and your date range will remain. You do NOT have to change the date range for each report after you’ve done it once. 

The next time you login though, you will need to select that range again and/or a different range to suit your needs.

Note: Custom reports can only be pulled within 90 days of the current date. Attempting to pull custom reports from further back than that, will issue an error.

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