This guide will be removed on April 29, 2022. Please use our new, easier-to-use Toast technical documentation site. All updated content is on the new site.

Running a Deposit Totals Overview report

The procedure below describes how to run a Deposit Totals Overview report.

You can view an aggregated Deposit Totals Overview report for multiple restaurants. The more restaurants you select to view in the report, the longer the report will take to run due to the large amount of payments data. For example, the loading time for one restaurant location is approximately 3 to 4 seconds while the loading time for 50 to 100 locations is approximately 1 minute.

To run a Deposit Totals Overview report

  1. Log in to the Toast administration back-end.

  2. Use the Switch Restaurant menu to switch to a restaurant you want to view a Deposit Totals Overview report for. If you need to run the report for multiple restaurants, you can add them to the Deposit Totals Overview report in step 6 below.

  3. Select Toast Reporting Essentials from the Analytics & Reports section.

  4. In the left rail, select Finance, then select Deposit Totals Overview.

  5. From the date range menu, choose Last Month or select Custom Date and specify a date range. Be aware that some information is not available unless you view entire months. See Network and monthly fees can be viewed for entire months only for details.

  6. If you want to add more restaurants to the Deposit Totals Overview report, choose them from the restaurant hierarchy menu.

  7. Select Update to run the report.

    See Deposit Totals Overview tables for descriptions of the tables you see in the Deposit Totals Overview report.

Alternatively, if you have access to the new Toast navigation layout, log in to the Toast administration back-end and choose Reports from the left rail, then choose Payments, followed by Deposits total overview.