Audit Reports
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The following introduces the Xenial Cloud reports that are available in the Audit category.
Report | Description |
|---|---|
Detailed information about the application of a specific discount. Drill down into the Discount Total column of Sales Reduction Summary to access Discount Detail. | |
Detailed information about discounted items. | |
Detailed information about applied employee discounts. | |
Detailed information about gift card transactions. | |
Summarized information about discounts, voids, and refunds. | |
Detailed information about void transactions. Drill down into the Reason Code and Reason Comment columns of Void Summary to access Void Detail. | |
Summary information about void transactions. |
Discount Detail
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The Discount Detail report contains detailed information about the application of a specific discount.
Parameters
Submit the following parameters to generate the report.
Sites | From the Site Selector, select the sites to include. |
Calendar | Select the calendar icon |
Column Descriptions
The following describes the columns on the report.
Column | Description |
|---|---|
Order # | Order number associated with the transaction. Select an order number in this column to view detailed information about the transaction. |
Date/Time | Date/time when the transaction was processed |
Employee | Name of the employee who performed the transaction |
Terminal ID | ID of the terminal where the transaction was processed |
Quantity | Number of applied discounts |
Amount Discounted | Currency amount of discount |
Amount After Discount | Currency amount after discount was applied |
Total | Totals for each applicable column |
Discounted Items
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The Discounted Items report contains detailed information about discounted items.
Parameters
Submit the following parameters to generate the report.
Sites | From the Site Selector, select the sites to include. |
Calendar | Select the calendar icon |
Group By | From the dropdown, select the values by which to group the items on the report. For example, select Business Date and Site to group the items on the report by the associated business date and site. |
Group Option | From the dropdown, select the items to display on the report. |
Column Descriptions
The following describes the columns on the report.
Column | Description |
|---|---|
ID | Numeric ID for the product |
Category | Product category name Major category names are highlighted in blue. Use the + and - buttons to expand and collapse the category lists. |
Unit Price | Single unit price of the product |
Quantity | Quantity sold |
Gross Sales | Gross currency amount of sold products |
Discounted Item Quantity | Quantity of products that were discounted |
Discount Amount | Currency amount of discount |
% of Gross Sales | Percentage of Gross Sales that is attributable to the Discount Amount |
Completely Discounted Items | Quantity of instances where an item price was discounted at 100% and reduced to 0.00 |
Total | Totals for each applicable column |
Employee Discount
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The Employee Discount report contains information about applied employee discounts.
Parameters
Submit the following parameters to generate the report.
Sites | From the Site Selector, select the sites to include. |
Calendar | Select the calendar icon |
Column Descriptions
The following describes the columns on the report.
Column | Description |
|---|---|
Site Name | Name of the site where the transaction was processed |
Site ID | ID of the site where the transaction was processed |
Business Date | Business Date when the transaction was processed |
Performed By | Employee who applied discount |
Received By | Employee who received the discount |
Order # | Order number associated with the transaction. Select an order number in this column to view detailed information about the transaction. |
Order Type | Order type associated with the transaction |
Order State | Order state of the transaction |
Discount Applied Date/Time | Date/time when the discount was applied |
Discount Total | Total currency value of the discount |
Promotions Total | Total currency value of the promotion |
Order Total | Order total associated with the transaction |
Gift Card Activity
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The Gift Card Activity report contains detailed information about gift card transactions.
Parameters
Submit the following parameters to generate the report.
Sites | From the Site Selector, select the sites to include. |
Calendar | Select the calendar icon |
Column Descriptions
The following describes the columns on the report.
Column | Description |
|---|---|
Close Time | Date/time the associated order was closed |
Type | Type of gift card transaction (e.g. Paid, Activation) |
Terminal | ID of the terminal where the transaction was processed |
Order # | Order number associated with the transaction. Select an order number in this column to view detailed information about the transaction. |
Amount | Currency amount of the transaction |
Gift Card # | Associated gift card account number |
Sales Reduction Summary
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The Sales Reduction Summary report contains summarized information about discounts, voids, and refunds.
Parameters
Submit the following parameters to generate the report.
Sites | From the Site Selector, select the sites to include. |
Calendar | Select the calendar icon |
Column Descriptions
The following describes the columns on the report.
Column | Description |
|---|---|
Business Date | Business date associated with the sales reduction summary |
Site | Site associated with the sales reduction summary |
Net Sales | Net currency amount of sold products (includes refund transactions) |
Discount Total | Total currency amount in applied discounts Select a record from this column to view more details on the Discount Detail report. |
Voids Total | Total currency amount in pre-payment order Voids Select a record from this column to view more details on the Void Detail report. |
Post Payment Voids Total | Total currency amount in post-payment order Voids |
Refunds | Total currency amount in order refunds |
Total Reductions | Total currency amount in discounts, voids, and refunds |
Void Detail
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The Void Detail report contains detailed information about void transactions.
Parameters
Submit the following parameters to generate the report.
Sites | From the Site Selector, select the sites to include. |
Calendar | Select the calendar icon |
Column Descriptions
The following describes the columns on the report.
Column | Description |
|---|---|
Item ID | Numeric ID for the product |
Item Name | Name of the product |
Time Voided | Time when the transaction was performed |
Employee Name | Name of the employee who performed the transaction |
Terminal ID | ID of the terminal where the transaction was processed |
Amount | Currency amount of the transaction |
Void Summary
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The Void Summary report contains summary information about void transactions.
Parameters
Submit the following parameters to generate the report.
Sites | From the Site Selector, select the sites to include. |
Calendar | Select the calendar icon |
Column Descriptions
The following describes the columns on the report.
Column | Description |
|---|---|
Void Type | Type of void that was processed (e.g. post payment voided order) |
Reason Code | Reason code selected by the cashier for the void Select a record from this column to view more details on the Void Detail report. |
Reason Comment | Comment entered by the cashier about the void Select a record from this column to view more details on the Void Detail report. |
Quantity | Number of processed voids |
Amount | Currency amount of the transaction |
Total | Totals for each applicable column |