Skip to main content

How to Set Up Day Reporting

This article explains how to complete the initial setup for your Day Reporting in PDI C-Store Essentials

Updated today

Understanding the Daily Report Layout

  • Left Side: Money coming into the store

  • Right Side: Where the money went

Sections include:

  • Total Deposits: Enter daily cash deposits

  • Cash Purchases: Record vendor purchases paid in cash

  • Credit Card Batches: Automatically pulled from your register (verify in training)

  • Food Stamp Sales: Pulled automatically if properly configured

  • Customer Account Sales: House account sales tied to register IDs

  • Cash Expenses: Non-resale cash payments (e.g., trash service, landscaping)

  • General Accounts: Track non-typical store activities (e.g., coupons, drive-offs)

  • Opening and Closing Cash/Checks: Track starting and ending amounts (only if they change daily)

Important Notes

  • Tank Readings: Contact Vida if you want automated tank readings via the TPM folder

  • Saving Reports:

    • Only save reports once all data is entered

    • Saving incomplete reports can cause missing data in store close reports

Step-by-Step Process

1. Access Store Settings

  • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

    • Click the “Forgot Password” button if you need help resetting your password

  • Navigate to the bottom left corner of the dashboard

  • Click Store Settings

2. Set Up Day Report, Lottery, Fuel, and More

  • Under Store Settings, select Set Up Day Report, Lottery, Fuel, etc.

  • Click See More to start the setup

3. Enter Store Information

  • Enter the name of your store (or preferred name)

  • Add your bank accounts, if applicable

    • By default, a Main Operating Account is already listed

4. Set Sales Tax Information

  • When prompted for Sales Tax:

    • Set the tax rate to 0% because the system pulls tax rates directly from your register

    • Sales tax, low sales tax, and timely payment credit rates are normally set to 0

5. Set Up Gas Settings

  • Choose your Gas Ownership status:

    • Owner: Select Ownership

    • Agent: Select Agent Gas and input your commission rate

    • No Gas Sales: Select I Do Not Sell Gas

  • Configure Plus Grade Settings:

    • If gasoline is blended, set it to Blended and input the blend ratio

    • If using a separate tank, select Separate Tank

  • Indicate whether you sell diesel gasoline

  • Select Payment Method for gas load (EFT or Check)

  • Choose the settlement account

6. Gas Cash Cards and Credit Card Gas Type

  • Indicate whether you sell gas cash cards

  • Select your Credit Card Gas Type:

    • Direct to Bank Account or

    • Job Invoice Credit (protects credit card batches and applies them to invoices)

7. Set Up Lottery Settings

  • Indicate whether you sell lottery tickets

  • Enter your lottery commission rate and select the associated bank account

  • Specify if you are using a vending machine

  • Enter any service fee and commission rates for scratch-offs

8. Additional Services

  • Specify if you have a separate check-cashing booth

  • TNRC: Enable if you want to track remaining fuel in tanks (related to Vida routes)

9. Set Up ATM, Money Orders, and Transfers

  • Specify if you have an ATM:

    • Indicate if ATM money comes from the bank or register

  • Specify if you sell money orders or money transfers, and select the associated bank accounts

  • Set up Money Transfer Payouts if applicable

  • Specify if you offer Bill Pay services

10. Agent Services and Customer Accounts

  • Enable Agent Services if you sell prepaid cards or similar services

  • Specify if you maintain customer accounts (credit purchases paid later)

  • Indicate whether you:

    • Accept food stamps

    • Have a second credit card merchant account

    • Accept fleet cards

    • Accept Comcheks

Step 11: Complete Initial Setup

  • Click Next and then Finish to complete the initial setup


After Setup: Using Daily Reports

Once setup is complete, you can start entering your daily reports.

  • Go to Closing Store to access the next available date for reporting

  • Daily Reports must be entered sequentially (you cannot skip dates)


Frequently Asked Questions

Can I skip dates when entering day reports?

  • No. Reports must be entered sequentially by date.

What happens if I save an incomplete report?

  • Your store close report may not populate correctly, requiring manual corrections.

Can I automate tank reading entries?

  • Yes. Contact Vida to set up automated TPM folder reporting.

Should I have a training session?

  • Yes. It’s highly recommended to schedule a one-on-one training with the PDI Training Team to ensure full system accuracy and best practices.





Did this answer your question?