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

Finance Reports Tab Overview

The Finance Reports tab gives you access to your Lunchbox Weekly Sales Report for billing purposes. Also located here is the Period Report, which separates information by shift, among other uses:

  • Weekly Sales Report: this report provides a summary of transactions and fees associated with your Lunchbox account

  • Period Report: this report separates specific time periods, which is helpful when separating information by shift. You must start the report and then end the report for the information to be collected


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


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