ReportsCreated: October 11, 2024
1. Introduction
This guide explains how to generate and review reports in the Swyft Valet system. Reports provide detailed insights into operations, transactions, and performance, helping management make informed decisions.
2. Step-by-Step Process
Step 1: Access the Reports Section
• In the Swyft Valet system, navigate to the ‘Reports’ section from the main dashboard.
• You will see a variety of report types available, including transaction summaries, shift end reports, and revenue reports.
Step 2: Choose the Desired Report
• Select the type of report you wish to generate. Options may include daily, weekly, or custom date ranges.
• Choose the appropriate filters such as date, location, or specific valet staff to refine the report.
Step 3: Generate the Report
• After selecting the desired filters, click ‘Generate Report’.
• The system will compile the relevant data and display the report for your review.
Step 4: Review and Export the Report
• Review the generated report for accuracy, ensuring that all relevant details are included.
• If needed, export the report in your preferred format (PDF, Excel, etc.) for further analysis or record-keeping.
• You can also print the report directly from the system if a physical copy is required.
3. Conclusion
Generating and reviewing reports in the Swyft Valet system allows management to track performance, monitor operations, and ensure accurate record-keeping. By following these steps, you can easily generate the necessary reports to improve operational efficiency.