Disclaimer: This article is for Lunchbox 2 Enterprise customers only. If your dashboard header looks the same as below, you are in the right place:
Finance Reports (Franchisee’s Only)
This section will show you how to access the Finance Reports Tab, where you will be able to run several Franchisee reports
Table of Contents
Weekly Sales Report
To run a Weekly Sales Report, from the Finance Reports Tab:
Step 1: Click the Weekly Sales Reports link
Step 2: Select the store number (dropdown is only available if you have more than one location)
Step 3: Select the Week Ending date from the dropdown
Step 4: Select the Output Format from the dropdown
Step 5: Click “Go” to run the report
Note: The report will pop up in a new window on your browser and show a ‘Generating Report’ message with a percentage bar that adjusts until it reaches 100%. Once complete, the report displays
Period Report
To run a Period Report, from the Finance Reports Tab:
Step 1: Click the Period Report link
Step 2: Select the Period date from the dropdown
Step 3: Select the Output Format from the dropdown
Step 4: Click “Go” to run the report