Cloud
Manage locations, users, reporting, and settings in the Mashgin Cloud portal.
📖 Getting Started
What is Cloud?
An orientation to Mashgin Cloud — the reporting and management dashboard at cloud.mashgin.com. Covers the Dashboard, Transactions, Users, and Settings sections.
👥 Users
How do I delete Cloud users?
Steps to find and permanently delete a user from a Cloud location.
How do I create or edit Cloud users?
How to navigate to the Users section in Cloud to search for existing users, create new users, and configure their access level and permissions.
How to reset Cloud user passwords
How to reset your password, and the password of others.
📊 Reporting
How do I view sales reports?
How to view your sales in Cloud — select a location to open its Dashboard, then filter by a specific date, date range, or time range.
How to Change Locations in Cloud
How to switch the active location in Cloud by searching for and selecting a different Location ID or name to load its dashboard.
How to Sign Up for Daily Email Reports
Step-by-step instructions for enabling daily email reports for a user in Cloud.
What does Round Up for Charity reporting look like on Cloud?
Explains where Round Up for Charity donation amounts appear in Cloud Dashboard widgets and exports.
How can tags be utilized in reporting?
Explains how item tags applied in Creator appear as a reporting dimension in Cloud, letting you track total sales and revenue by custom category in the Dashboard and exports.
Why Are Some Transaction ID Numbers Skipped?
Explains why transaction ID numbers in Cloud appear to skip — skipped IDs are cancelled transactions that are intentionally excluded to keep the Transactions tab clean.
How to Search for Transactions
Step-by-step instructions for navigating to the Transactions tab in Cloud, selecting a date, and searching for transactions by total, payment type, item, card number, or transaction ID.
Cloud Order Overview
A section-by-section reference for the Cloud Order Dashboard, covering the order list view, search filters, order data columns, and individual order details.
Cloud Transactions Overview
A section-by-section reference for the Cloud Transactions tab, covering search, transaction review, receipt access, and payment details.
How to View/Export an All Item Sales Report
Step-by-step instructions for exporting a granular item-level sales CSV from a specific location or group in Cloud.
Cloud Dashboard Overview
A module-by-module reference for everything on the Cloud Dashboard, including date selection, export options, transaction metrics, sales graphs, and breakdowns by payment, daypart, kiosk, and item.
How to View Group Reporting
How to navigate to and select a group in Mashgin Cloud to view aggregated sales reporting across multiple locations.
How to Export Transaction Reports
How to export transaction reports from the Transaction Overview section of Mashgin Cloud.
How to Export Sales Reports
How to export sales reports from the Mashgin Cloud dashboard by location or group, with options to export as email, PDF, or CSV.
How to refund transactions from Cloud
Refunding transactions from Cloud
⚙️ Settings
How to Enable the Kiosk Call Attendant Button
How to turn on the Call Attendant button on the kiosk from Cloud Settings, so customers can request help at the kiosk.
How to Change the Kiosk Sleep Interval
How to adjust how long a kiosk waits before entering sleep mode, set per location in Cloud Settings under Client and Site Information.
How to Remove Meal Periods (Cloud)
Steps for deleting an existing daypart time range from Cloud location settings.
How to Enable Sound for Barcode Item Removal
Step-by-step instructions for turning on the sound that plays when a barcode item is removed, configured in Cloud Settings.
How do I configure day parts?
Step-by-step instructions for setting up daypart time ranges in Cloud location settings.
How to Disable Tablet Sleep Mode
Step-by-step guide for disabling sleep mode on kiosk-connected tablets from Cloud Settings, preventing the side screen from going dark when idle.
How to Change Location Name
Step-by-step instructions for updating your location's friendly name in Cloud.
How to Hide the Kiosk Print Receipt Button
How to hide the print receipt button on the kiosk using Cloud Settings. Enabling this removes the 'Print Receipt' button after completed transactions.
How do I change the name of a location?
How to rename a location in Cloud using the Client & Site Information settings. Changes sync to the kiosk in about 5–10 minutes, or immediately via Sync DB.
How do I change kiosk operation hours?
How to set your kiosk's operating hours in Cloud, including Available All Day, Available on Weekends, and custom time windows. Changes sync in about 5–10 minutes or immediately via Sync DB.