The discover tab is a powerful tool that sorts through your data for you to highlight the most important information for your business. 

When logged into, look for the Discover tab on the left of your screen.

If it is not there, you can chat in and ask the support team to enable it for your site.

Setting the time period

At the top of the page you will have your adjustable time period. Choose a time period that you want to find data from using the start and end dates, or choose the last day, week, month, or year.

Understanding the Data

On the discovery page, the easiest way to find important data is to look for anything outstanding and then dig deeper asking the question "why?"

Let's take a look at some charts under the Employee name header:

Here we can see how much change each employee gives out during transactions for the last week (the set time period). Looking at the lowest and the highest amounts here might give us a bit of insight: 

  • Our lowest amount was $0 and the employees names were Afternoon and Morning - these are not real employees but just times of day so it makes sense that they have $0 amounts. 
  • Our highest amount is almost $1000 by Jennifer. We would want to make sure that Jennifer just works long shifts and that she worked a lot during the week to rule her out for cash skimming - an easy way for employees to skim cashes are to punch in $50 or $100 when being handed a $20, handing the customer the correct cash, but then pocketing the difference. 

By clicking on the dot of data, I'm able to pin this employee to see data about Jennifer across multiple charts. 

Here we can see that Jennifer is an active employee who works a lot. She is near the top for number of events at 465 transactions and has one of the highest total amounts at $2463.58 for the week. Impressively, she also has some of the lowest order duration at 34 seconds - this looks like a seasoned employee who can push a lot of customers through quickly.
We can also dig even deeper for more data -- choose the report that you want to look into and press the magnifying glass. We're going to look into Sum of Change Due.

Clicking on the magnifying glass brings up this window - all cash transactions for Jennifer are listed here. The thumbnails are active - if you'd like to watch a suspicious transaction from this screen, go ahead and press the thumbnail to watch the event. 

Now we're going to click the chart button at the top right of the window to open the data up in list view. 

Here we have a list of all cash transactions that Jennifer did for the week. I also want to see the sum amounts of change. I can add that column by clicking on the column button on the left, and choosing the column you want to add.

I now want to sort by how much change was given out. I click on the column header to sort by that column. 

Now we have a good picture as to why Jennifer's total was so high for the week - it looks like someone paid with $100 for a low amount 3 times during her shifts. If I'm unsure if that is the case, I can click on the button below to bring up the video. If I want to view the full transaction, I can just click on the thumbnail and the full transaction will open in another tab. 

I can use the video to confirm that the customer did pay with a $100. If they did not, it could be a misclick while punching in the order which you can coach your employee on. It could also be the employee skimming the float - continue monitoring to see if this a frequent thing in tandem with floats being off at the end of the night when they're working. 

This is one example of how you can use the discover page but there are many charts and many ways to search through your data. 

What charts you can create depends on what data is included in your receipts as well - not everyone is going to have names on the receipts or other sets of data.

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