Additional Reports
Report Types
You can access additional reports in the upper-right corner of the Reports page. The following report types are available:
- Limited
- Advanced
- Filtered
- PCCharge Reports
Limited Reports
1. Click one of the buttons along the top of the page to select a report:
- Payment Processing Reconciliation report
- Merchandise Activity
- Member Transaction Detail
- Department Sales Summary
- Member Accounts Activity
2. From the dropdown list, select a Store.
3. From the dropdown list, select a Station.
4. Do one of the following:
- Enter a date range (From and To), OR
- Select All Dates.
5. Do one of the following:
- From the dropdown list, select a Drawer (click List All to see a complete list), and enter the Drawer #, OR
- Select All Drawers.
6. Complete the Do one of the following:
- To view the report, click View.
- To print the report, click Print.
7. Click Exit.
Advanced Reports
The reports are graphically separated by section on the page. Locate the report you want to run:
- Revenue by Customer
- Statistics by Customer
- Cancellation/No Show Letters
- Booking Analysis
- Revenue Analysis
Complete the criteria for your report, and click Submit.
Filtered Reports
There is only one Report Type: Item Sales Sum (Dept/Sub sort). You can use the Filtered reports to filter by:
- Item Type and Dept/Sub Dept/SKU
- Store
- Terminal
- User
- Date Range
- Instance
When you have completed the fields, click View Report to generate the report.
PCCharge Reports
Use this section to generate PCCharge reports (previously Credit Card reports).
NOTE: To use these reports, you must have a Merchant Account which is configured for PCCharge use.
Support categories
Common troubleshooting
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Coming soon.
Events
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Coming soon
Hardware
Online booking
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Coming soon
POS
- Adding Gratuity
- Adding Items by Department
- Adding Miscellaneous Items
- Adding Quick Items
- Applying a Payment to an Event Balance
- Applying an Event Payment to a Store Balance
- Clocking In and Out
- Closing the Drawer
- Counting and Reconciling the Cash Drawer
- Entering Items
- Issuing a Rain Check
- Issuing Advance and Consignment Tickets
- Logging In to Point of Sale
- Managing Gift Cards and Certificates
- Managing Transactions
- Paying on Account
- Paying Out from Cash Drawer and No Sale
- Placing a Transaction On Hold & Recalling Hold
- Placing a Transaction On Hold & Recalling Hold
- Pricing of Items
- Printing a Transaction on the Kitchen
- Processing a Return
- Processing Payments
- Processing Payments by Gift Card or Certificate
- Processing Payments by Loyalty Points
- Processing Payments in Other Currencies
- Processing Payments with Rain Check
- Processing Penalties
- Reprinting a Transaction
- Searching for a SKU
- Searching For and Adding Customers
- Splitting a Transaction
- Using Punch Passes
- Using the Functions Frame Overview
- Using the Keypad
- Viewing Customer Details
- Voiding a Transaction
POS admin
- Adding Inventory Items Manually
- Assigning Security Access
- Bundling Inventory Items
- Importing Inventory Data
- Logging In to Point of Sale
- Managing General Ledger
- Purchasing & Receiving Inventory Items
- Purchasing & Receiving Inventory Items
- Setting Up Automatic Batch Credit Card Payments
- Setting Up Credit Card Encryption
- Setting Up Credit Card Types & POS Cash Buttons
- Setting Up Credit Card Types & POS Cash Buttons
- Setting Up Department, Sub-Department
- Setting Up Merchant Accounts
- Setting Up Modifiers
- Setting Up Payment Types
- Setting Up Punch Pass Templates
- Setting Up Quick Items
- Setting Up Stores
- Setting Up Tax Tables
- Setting Up the Property Management System
- Setting Up Units of Conversion
- Transferring Inventory from One Store to Another
- Viewing and Emailing Inventory Received Instances
- Viewing and Printing Advanced and Credit Card Reports
- Viewing and Printing Limited Reports
- Viewing and Printing Standard Reports
Release notes / infrastructure requirements
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Coming soon
Tee sheet
- Booking or Cancelling a Tee Time
- Checking In Customers
- Checking the Weather
- Issuing a Rain Check or Refund
- Logging In to the Tee Sheet
- Managing Reservations
- Navigating the Tee Sheet
- Printing Tee Sheet Reports
- Understanding Tee Sheet Color Codes and Icons
- Using the Wait List
- Viewing Transaction Details of a Tee Time Booking
