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Generating customer reports    To create a report of a customer’s tab activity and balance.

  1. From the Open Tab home screen, tap Tab Balance.
  2. Search for the customer tab, by either:
    -  Tapping Enter customer name and using the key pad to search for name.
    -  Swiping up or down the screen.
    -  Using the alphabet at the right of the screen to pick a letter to jump to the customer name.
  3. Tap to select the tab, then press the Merchant Context button or 2 finger swipe down the screen to open the Merchant Context Menu.
  4. Tap Generate Customer Report to show all tab transactions for the customer.
  5. Use the buttons at the top to choose the sort order for the list. Tap once for ascending order, twice for descending order.
    -  Tap Print to print a report.
    -  Tap Email to send the report by email. Key in the email address – either the customer email or your email, then tap Email again.

 

 

 

 

 

Tips

  • The report is emailed as a .jpeg attachment from the email set up in the Albert device settings.
  • The subject of the email is ‘OpenTab – Transaction Details’.
 
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