Create a Report
You can create a report by entering search terms into the search bar on the Events page and saving that specific search as a report, which you can review at any time.
Creating an impactful report allows you to quickly view and/or receive notifications from only the transactions that meet the criteria you've set in your report.
For example, you can create a report that notifies you when a cash refund over $30 was initiated by an employee. You can also track some of these common transactions when they occur:
Discounts.
Transactions that take longer than 10 minutes.
Canceled or voided transactions.
Note: For information on how to delete a private report, click here.
To create a report:
Type any valid search term(s) into the search bar at the top of the Events page. For example, if you want to create a report to track only transactions where a refund occurred at a drive-thru, type "refund" and select contains refund. Then type "drive-thru" and select contains drive-thru:
Once you have entered all of the search terms you want to include in the report, select Save Report:
Give the report a name and a description (optional). This helps you locate the report from the Reports Panel later:
Set whether the report is Private or Public. If you select Private, only you can see the report once it is created (or any person that logs into Solink with your user).
(Optional): Choose a notification method(s) if you wish to receive a notification when a transaction with the specified search parameter(s) occurs. Continuing with the example in this section, if you select Push, you will receive a push notification in Solink whenever a refund occurs at a drive thru.
Note: Notifications include Push (in-app notifications), SMS (text message notifications to your phone), Daily and Weekly (email digest notifications). See Notifications Settings if you want to configure or change notifications for your other reports.
6. Once you create the report, you can access it from the Reports Panel on the left side of the page:
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