The Signature Report in CashierLive provides a record of transaction-related signatures captured at the point of sale. It helps merchants verify signature types collected for auditing, compliance, or internal tracking purposes.
How to Generate a Signature Report in CashierLive
What is this feature?
The Signature Report in CashierLive provides a record of transaction-related signatures captured at the point of sale. It helps merchants verify signature types collected for auditing, compliance, or internal tracking purposes.
Why would I use this?
Use this feature to:
- Confirm which transactions captured customer signatures.
- Review or audit customer acknowledgments (e.g., HIPAA, Pickup, etc.).
- Export signed records for documentation or reporting needs.
How to Generate a Signature Report in CashierLive
What is this feature?
The Signature Report in CashierLive provides a record of transaction-related signatures captured at the point of sale. It helps merchants verify signature types collected for auditing, compliance, or internal tracking purposes.
Why would I use this?
Use this feature to:
- Confirm which transactions captured customer signatures.
- Review or audit customer acknowledgments (e.g., HIPAA, Pickup, etc.).
- Export signed records for documentation or reporting needs.
Step-by-step instructions:
- Log in to CashierLive.
- If prompted to the Store Settings page, enter a register to proceed.
- Click the ‘Manager’ tab on the left-hand menu.
- On the right, click ‘Reports’ to open the reporting menu.
- Scroll down to the ‘Transaction’ section (highlighted in blue).
- Locate ‘Transaction Signature Report’ and click ‘Run Report’. This will open a new tab in your browser.
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- Select the Store.In the report options:
- Choose the Signature Type (e.g., HIPAA, RX Pickup).
- Set the Date Range for your report.
- Select the Store.In the report options:
- Click ‘Run Report’ to generate the report
- Once the report is generated:
- Click ‘Print’ to print the report.
- Click ‘Export’ to download it as an Excel file.
- Click ‘Print’ to print the report.
Note: You must click ‘Run’ before you can print or export the report.