The Cash Handling Dashboard provides the ability to monitor daily cash drawer activity, including shift summaries and detailed ticket data.
Log into the Latest Version of Treez and navigate to Retail Analytics > Accounting > Cash Handling.
Use the Date Range control to determine the shift days you'd like to include in your analysis. By default, this is set to the last one week of shifts.
Daily Cash Difference Timeline
In the first visual, you’ll find a daily timeline that displays the cash drawer ending difference balance — calculated as expected minus actual cash.
Each data section in the timeline reflects one shift. You can quickly identify overages or shortages at a glance. The employee name logged into the register for that shift will be visible on each section in the timeline, defined by a unique color in the overage or shortage bar.
Tip 💡 Employee Trend View
If you select a single employee and a large date range, the timeline will display that employee’s over/under trend across all their shifts. This is helpful for identifying patterns of consistent overages or shortages. Useful for coaching, auditing, or performance review purposes.
Shift Summary Table
Beneath the timeline, the Shifts table provides a summarized view of drawer activity for each shift. The following metrics are included:
Store Name
Shift Start
Shift End
Drawer Name
Employee Name
(Over | Under | Even) Icons
Shift Total Difference
Shift Total Expected
Shift Total Actual
Exporting the Shift Summary Table
When exporting this table using the “Export All Fields” option, you will receive a payment type breakout. For cash payment type, the export will include:
Expected
Actual
Difference
This allows for a more granular audit of all payment method totals used during each shift.
Ticket Details Table
At the bottom of the Cash Handling page is the Ticket Details table, which provides the most granular view of the day’s transactions.
For each cash drawer and employee, you’ll see:
Ticket Id
Ticket Total
Payment method
Payment amounts
This section is particularly useful for detailed transaction reviews or reconciliation.
Why use the Cash Handling Dashboard?
Spot cash discrepancies across shifts using the visual timeline.
Review summarized and detailed payment data per shift.
Monitor individual employee trends over time.
Access full ticket-level details for thorough audits or reviews.
Customizing Your View
The dashboard includes filters for adjusting your view:
• Date Range: Select any custom date range to analyze daily cash differences.
• Stores: Filter the data to view sales for specific stores.
• Employee: Focus on specific employee to analyze trends.