POS Guide: Cake

How to Pull Data

1. Collecting Reports
   1. From the main portal, click “Reports”
   2. From the “Reports” menu in the lefthand navigation, click “Transactions”
   3. In the upper righthand corner, set the date range to the month of data you’re trying to collect (e.g. Oct 1st – Oct 31st)
   4. Download this data. This is the first sheet you need. 
   5. On the transactions page, click the tab called “Discounts & Comps”
   6. Make sure the date range is the same as the first sheet (e.g. Oct 1st – Oct 31st)
   7. (Optional) using the dropdown filter, select “Reason” and filter out all non-Offline discounts.
   8. Download this data. This is the second sheet you need. 
2. Send these reports to us and we’ll do the rest for you