POS Reports

Click on the links to jump to a report!

Coupon Redemption Report

Discounts Report

Drawer Under/Over Report

Employee Tips Report

Loyalty Point Log Report

Loyalty Point Redemption Report

Pay Out/In Report

Payment Details Report

Payments by Employee Report

Returns By Date Report

Sales Tax by Rate Report

Sales Tax Summary Report

Service Fees Report

Ticket Details Report

Z-Out Report

Credit Card Transactions

Vantiv Receipts 

Vantiv Transaction Log

Coupon Redemption Report

The Coupon Redemption report shows coupons that been applied to items or tickets in the Sales Register. This report allows you to track the success of coupon promotions which can help you to plan for future coupon releases!

Options Include:

  • Date Range Selection
  • Detail or Summary
  • All or Single Coupon
  • Employee Type
  • Employee Range
  • All or Single Client
  • Company Selection (For multi-location businesses)
  • Sort Option

This report displays the following information:

  • Coupon Name
  • Date Used
  • Ticket Number
  • Item Used On (If an item coupon)
  • Operator (Employee logged in when used)
  • Customer / Client
  • Type (Ticket or Item, % or Flat)
  • Coupon Value
  • Redeemed Value

Report Example:

pos_coupon_redemption.png

Discounts Report

The Discounts report shows discounts given on items or tickets in the Sales Register. This report allows you to track details regarding discounts and pull important discount information. 

Options Include:

  • Date Range Selection
  • All or Single Employee
  • All or Single Client
  • Sort Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Ticket Number
  • Date
  • Employee ID
  • Client
  • Item ID
  • Discount Amount
  • Discount Note

Report Example:

pos_discounts01.png

Drawer Under/Over Report

The Drawer Under/Over report shows the differences between the stated and actual payment type amounts, according to entries made on the drawer Z-Out. This report can help your business with accounting, bookkeeping, and detecting any cashier errors. 

Options Include:

  • Date Range or Drawer Number Selection
  • Drawer Date Range Option Selection
  • Actual or Stated Payment Selection
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Drawer Number
  • Open Date
  • Cash
  • Checks
  • Gift Certificates
  • AmEx
  • Discover
  • Mastercard
  • Visa
  • Other Payment Type 1
  • Other Payment Type 2
  • Pay Outs
  • Tips Paid
  • Difference

Note:

  • The difference column shows the difference between payments the program states have been received (rung through the sales register) and the amounts entered into the drawer Z-Out.

Report Example:

drawer_under_over.png

Employee Tips Report

The Employee Tips report shows tips as entered in the Sales Register. This allows your business to view information about tips your service providers earn! 

Options Include:

  • Detail or Summary
  • Date Range Selection or Specific Drawer Selection
  • All or Single Employee
  • All or Single Employee Department
  • Company Selection (For multi-location businesses)
  • Sort By Options

This report displays the following information:

  • Employee
  • Ticket Number (Detail)
  • Order Date (Detail)
  • Customer (Detail)
  • Amount

Report Examples:

emp_tips_report_detail.png

Detail

emp_tips_summ.png

Summary

Loyalty Point Log Report

The Loyalty Point Log report shows a record of loyalty points earned, adjusted or used, grouped by date. This report can be used to see how clients are earning loyalty points through your loyalty points program!

Options Include:

  • Date Range Selection
  • All or Single Client
  • Sort By Options

This report displays the following information:

  • Applied Date and Time
  • Client Name
  • Employee 
  • Reason
  • Points Applied

Report Example:

loyalty_point_log.png

Loyalty Point Redemption Report

The Loyalty Point report shows loyalty points redeemed on items in the Sales Register. This report is a great tool to gauge the popularity and utilization of your loyalty program! 

Options Include:

  • Date Range Selection
  • All or Single Client
  • Sort By Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date 
  • Ticket Number
  • Client Name
  • Employee
  • Item ID
  • Number of Points Redeemed

Report Example:

loyalty_pt_redemption.png

Pay Out/In Report

The Pay Out/In report shows the pay ins and pay outs entered in the sales register. With this report, you can easily track when cash is added or removed from your cash drawer!

Options Include:

  • Date Range Selection
  • All or Single Employee
  • Show Only Pay Outs, Only Pay Ins, or Both
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date
  • Drawer Number
  • Employee ID
  • Amount
  • Note

Report Example:

pos_pay_out_report.png

Payment Details Report

The Payment Details report shows detailed information about sales and payments made in the Sales Register. If you needed to reference specific details about a transaction, this would be a great report to pull!

Options Include:

  • Drawer Date Range or Specific Drawer Number Selection
  • Employee Selection
  • All or Single Payment Type
  • Sort By Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Ticket Number
  • Payment Type
  • Payment Date 
  • Drawer Number
  • Client Name
  • Employee Name
  • Amount
  • Additional Info

Important Note:

  • The "Additional Info" field will vary based on the payment type associated. For instance, when the payment type is a credit card and integrated credit card processing is used, this field will show the authorization code.

Report Example:

payment_detail_report.png

Payments by Employee Report

The Payments by Employee report breaks down the transactions an employee has performed by each payment type. With this report, you can get a comprehensive look at transactions your employees have processed.  

Options Include:

  • Date Range Or Specific Drawer Selection
  • All or Single Employee 
  • All or Single Employee Department 

This report displays the following information:

  • Employee ID
  • Client 
  • Cash 
  • Checks 
  • Gift Card
  • Mastercard 
  • American Express 
  • Discover 
  • Debit 
  • On Acct 
  • Other Payment Types 1-8

Report Example:

payments_by_employee_report.png

Returns By Date Report

The Returns By Date report shows returns made through Envision Cloud by date. With this report, you can look up details about a specific return, track items that are frequently returned, and more! 

Options Include:

  • Date Range Selection
  • Inventory Type Selection
  • All or Single Client
  • All or Single Employee
  • All or Single Inventory Item
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date
  • Inventory Item ID
  • Inventory Type
  • Ticket Number
  • Employee ID
  • Customer ID
  • Quantity
  • Unit Price
  • Extended Price

Report Example:

returns_by_date.png

Sales Tax by Rate Report

The Sales Tax by Rate report shows the sales tax collected for items sold in Envision Cloud! This tool is great for keeping track of different tax rates!

Options Include:

  • Date Range Selection
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Tax Type
  • Retail Taxable Sales Amount
  • Service Taxable Sales Amount
  • Membership Taxable Sales Amount
  • Gift Card Taxable Sales Amount
  • Total Taxable Sales Amount
  • Tax Collected Under Rate 1
  • Tax Collected Under Rate 2
  • Tax Collected Under Rate 3

Note:

A sales amount shows as taxable if the Enable Tax box is checked in the company settings.

Report Example:

pos_sales_taxbyrate.png

Sales Tax Summary Report

The Sales Tax Summary report shows the sales tax collected for items sold. This report can be used to track the different types of tax collected within your business!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date
  • Retail Taxable Sales Amount
  • Service Taxable Sales Amount
  • Gift Card Taxable Sales Amount
  • Total Taxable Sales Amount
  • Service Tax
  • Retail Tax
  • Gift Card Tax
  • Total Tax
  • Exempt Amount
  • Gross Sales Amount

Note:

A sales amount shows as taxable if the Enable Tax box is checked in the company settings.

Report Example:

sales_tax_summary_detail.png

Service Fee Report

The Service Fee report allows you to get a detailed and comprehensive view of service fees paid at your business! With this report, your business can make informed decisions about service fees!

Options Include:

  • Date Range Selection 
  • All or Single Employee 
  • All or Single Client 
  • Sort By Options 

This report displays the following information:

  • Ticket Number 
  • Date 
  • Employee 
  • Client 
  • Service Fee Amount 

Report Example:

service_fee_report.png

Ticket Details Report

The Ticket Details report shows detailed information about sales and payments made in the Sales Register. This report is helpful when looking for information about a specific ticket!

Options Include:

  • Date Range or Drawer Number Selection
  • All or Single Employee
  • Tickets with All or Single Employee
  • Expand Details Option
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Ticket Number
  • Order Date and Time
  • Operator ID
  • Total
  • Tax Collected
  • Tip Amount
  • Payment 
  • Balance Due 
  • Client Name (Detail Expanded)
  • Line Items Sold (Detail Expanded)
  • Employee ID (Detail Expanded)
  • Item Type (Retail, Service) (Detail Expanded)
  • Quantity (Detail Expanded)
  • Quantity Prepaid Redeemed (Detail Expanded)
  • Price (Detail Expanded)
  • Prepaid Sale Checkbox (Detail Expanded)

Report Example:

ticket_details_report.png

ticket_details_expanded_details_.png

Z-Out Report

The Z-Out report shows the end of day or end of shift cash and payments. This report gives you a full spreadsheet of z-out information that can assist in recordkeeping and accounting.

Options Include:

  • Date Range or Drawer Number Selection
  • Drawer Date Range Option Selection
  • Show Sales Summary
  • Show Inventory Sales Summary
  • Show Deposits
  • Show Payment Details
  • Company Selection (For multi-location businesses)

This report displays the following information:

 

  • Actual Cash
  • Actual Tips
  • Actual Checks
  • Actual Gift Cards Redeemed
  • Actual Visa
  • Actual Master Card
  • Actual Am Ex
  • Actual Discover
  • Actual On Account
  • Actual Other Payment Type 1
  • Actual Other Payment Type 2
  • Starting Balance
  • Stated Cash
  • Tips Collected
  • Stated Checks
  • Stated Gift Cards Redeemed
  • Stated Visa
  • Stated Master Card
  • Stated Am Ex
  • Stated Discover
  • Stated On Account
  • Stated Other Payment Type 1
  • Stated Other Payment Type 2
  • Stated Amount Paid Out
  • Total
  • Difference
  • Tax Collected
  • Drawer Notes

Note:

  • The amounts in "Actual" column correspond to the amounts entered when paying tips and counting out the drawer.
  • The amounts in the "Stated" column correspond to the sales entered into the program. Click here for more information on the Z-Out process.

Report Example:

z_out_report.png

Credit Card Transactions

This report shows transactions completed with credit card payments. The name of the report may vary based on your credit card processor. 

Options Include:

  • Date Range Selection
  • Sort Options
  • All, Only Approved or Only Declined Transactions
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Merchant ID (MID)
  • Transaction Date & Time
  • Ticket Number
  • Membership
  • Transaction Type
  • Card Number (Last 4 digits)
  • Card Type
  • Approved (Yes/No)
  • Approval Code
  • Amount

Report Example:

credit_card_transactions_reports.png

Vantiv Receipts 

This report only shows with Vantiv/Worldpay credit card processing, and shows signed receipts. This report allows you to pull up customer receipts if you ever needed to go back and reference these records!

Options Include:

  • Date Range Selection
  • All or Single Client
  • Card Type Selection
  • Transaction Type Selection
  • Entry Method Selection
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Copy of Receipt

Report Example:

pos_vantiv_receipts.png

Vantiv Transaction Log

This report only shows with Vantiv/Worldpay credit card processing and shows batch information. This report allows you to pull CC processing data from a particular date range or client and verify transaction information!

Options Include:

  • Date Range Selection
  • All or Single Client
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Terminal ID
  • Transaction Date and Time
  • Ticket Number
  • Name on Card
  • Last 4 Digits of Card
  • Card Type
  • Entry Method
  • Credit/Debit Method
  • Transaction Type
  • Approval
  • Amount

Report Example:

pos_vantiv_response_log.png

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