There are two reports that Paladin recommends you run daily to help with your closing procedures:

Paladin also suggest you backup your database on a regular basis. For information on this, refer to: Backup and copy a Paladin database to a USB drive

Today’s Register Balance

  1. In Paladin, on the top ribbon, select the Reports module.
  2. In the Report Area pane, select Sales Analysis > Daily Balancing.
  3. In the Report List pane, select Today’s Register Balance.
  4. In the Choose Report pane, click F12 Next.
  5. In the Today’s Register Balance window, in the Report Settings pane, Paladin already has the default settings in place to look at the current day’s register balances.
  6. In the Sorting Options pane, click F12 Run Report. A PDF of the report opens.

Note: Today’s register balance report generates a report for EACH register that was used, showing “All selected terminals” and information for the registers.

Today's Register Balance Master report
Figure 1: Today’s Register Balance Master report

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Today’s Comparative Revenue Report

  1. In Paladin, on the top ribbon, select the Reports module.
  2. In the Report Area pane, select Sales Analysis > Revenue.
  3. In the Report List pane, select Today’s Comparative Revenue.
  4. In the Choose Report pane, click F12 Next.
  5. In the Today’s Comparative Revenue window, in the Report Settings pane, Paladin already has the default settings in place to look at the current day’s register balances.
  6. In the Sorting Options pane, click F12 Run Report. A PDF of the report opens.

Note: This report shows all the cash, AR Charges, Credit/Debit Card, Check, Paid in/ Paid out, and cash drops along with ROA payments. This report breaks down taxes for you based on State, County, and City.

Today's Comparative Revenue report
Figure 2: Today’s Comparative Revenue report

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If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/19/24