ARM Help

Write Up / Cash Out Service Writer Report

The Write Up / Cash Out Service Writer Report (its heading reads WRITE UP/CASH OUT SERVICE WRITER REPORT) lists the finalized invoices in a date range with the two service writers recorded on each: the employee who wrote the ticket up and the employee who cashed it out, each with the date and time. The names come from the Writeup Employee and Cash Out Employee boxes on the invoice, so the report shows who handled each sale at the counter from start to finish. Use it to give the service writers credit for the tickets they wrote and closed, to see how the work at the counter is shared, and to check who cashed out a particular invoice.

2 how-to answers 1 screenshot Open in ARM Markdown

How do I run the Write Up / Cash Out Service Writer Report? #

  1. From the Home Screen, click Reports → Management & Operational Reports → Write Up / Cash Out Service Writer Report.
  2. Click the From : … To : … date box and pick the first and last finalized date to include; the report reloads as soon as a range is chosen. It opens on the current month, from the 1st to today. The × clears the dates.
  3. To find one invoice, type its number into Search Text and click Search.
  4. Click Show All to clear everything and return to the current month.
  5. Click any column heading to sort by it; click it again to reverse the order.
  6. Click Download to export the list to a spreadsheet file; your store may ask for the report download permission password first. The button appears only when the list has rows.
Write Up Cash Out Service Writer Report with filters and results
Write Up Cash Out Service Writer Report with filters and results

How do I see the tickets a service writer closed in a period? #

  1. From the Home Screen, click Reports → Management & Operational Reports → Write Up / Cash Out Service Writer Report, set the dates to the period and click Search.
  2. Click CASH OUT EMPLOYEE in the heading to sort the list by that name, and read down the block of lines for the writer; GROSS SALES on each line is the value of the ticket.
  3. Click Download and total the block in the spreadsheet if a figure is needed.
About this screen

Each line shows the FINALIZED DATE, the INVOICE NO., the GROSS SALES of the invoice, the WRITE UP EMPLOYEE chosen in the invoice's Writeup Employee box with the WRITE UP DATE/TIME, and the CASH OUT EMPLOYEE chosen in its Cash Out Employee box with the CASH OUT DATE/TIME. The time beside each name is when the invoice was last saved with that employee selected, and a dash is shown when no employee was chosen. Only finalized invoices are listed; drafts, voided and deleted invoices are left out, and the report has no totals.

The Add To Favorites switch beside the heading saves the report under Favorites on the Reports page. Which reports you see depends on your admin group permissions.

People also ask

  • asked 1×
  • asked 1×

Ask AI