TABLE OF CONTENTS

Customer is requesting for a report to be generated.


Step 1: Determine the platform.

Back to top

Step 2: Cloud or Legacy Web Reporting.

  • Is this a cloud customer?
    • Yes 
      • Advise the customer to go to https://studio.ezsoftpos.com/
      • Have the customer log in with their studio account.
        • If they do not have an account, one will need to be provided to them by their owner.
    • No
      • Advise the customer to go to https://ezreports.ezsoftpos.com/
      • Have the customer log in with their web reporting account.
        • If they do not have an account, they will need to reach out to the owner for a request to be placed with our team for account registration
  • If unresolved or this is a payroll related issue:
    • Escalate with the following details.
      • Report type
      • Date range
      • Email for us to send to.

Back to top

Step 3: How to run a report with EZ Reports

  1. Access the server computer via LogMeIn
    1. If prompted for an access code:
      1. Check the company notes to see if the access code has been added.
      2. Reach out to tier 2 if missing for us to have it added and to provide the access code.
  2. Open up the EZ Reports Program
    • If this is missing, reach out to tier 2 as normal.
  3. Run the report as requested.
    1. Please check the Appendix I: General Reports for more information as to which report to perform
  4. Save the report to the customer desktop.
  5. Drag and drop the file from your logmein section to your local desktop.
  6. In your freshdesk ticket, scroll to the bottom and click on the Forward button to open up an email window.
  7. In the new Email window, enter the following:
    • To: Email address from the customer.
    • A brief email reply:
      • Hello <customer>,

        Here is your requested report.

        Thank you,

        Agent Name
    • Click on the paper clip icon to pull up your import window.

    • Import the file
    • Click forward to send the email.'
    • Close ticket
  8. If unresolved:
    • Escalate with the following details.
      • Report type
      • Date range
      • Email for us to send to.

Back to top

Appendix I: General Reports


Report NameUses
Daily System Financial ReportReport of sales data for a given period of time.
Daily Sales SummaryA summary break down of sales per day
Payroll DetailsA detailed payroll report
Payroll SummaryA summarized report of payroll
Menu ItemsA list of all items and prices in the pos. There is a secondary report that includes modifiers.


Back to top


Additional Resources and Help!

Still have questions? Please contact us any time at support@ezsoftpos.com.


NOTE: If emailing, please include your business name in the subject line of the email

and provide your preferred contact information for the best response time.


Visit our help center Help Center for more guides and tutorials