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24 | Account Summaries Data Explained

This article covers a brief overview of Account Summaries and the relevant Views and configurations that can be made on BackOffice. The Account Summaries Report allows for viewing all of the Sales related to Account-Based Transactions. This report displays information such as Nett Turnover, Points Earned by Account Members, Points Redeemed and Reward Status.

This article covers a brief overview of Account Summaries and the relevant Views and configurations that can be made on BackOffice.

 

 

     

    The Account Summaries Report allows for viewing all of the Sales related to Account-Based Transactions.

    This report displays information such as Nett Turnover, Points Earned by Account Members, Points Redeemed and Reward Status.

    Prerequisites 
    • To access Account Summary Settings, the applicable Operator Privileges will need to be enabled 
      • Operator Maintenance 'Reporting' Tab
        • Sales Reports: "Allow Accounts Reports" Flag
    "_Standard" View
    • The Standard View of the Account Summaries Report contains the following data columns by default:

     

    Column Heading

    Data Description
    Nett TurnOver
    • This column displays the Gross Revenue generated by the business from the Account Members
    Charges
    • This field displays the value of Total Additional Charges paid by the Account Members during the reporting period
    Payments
    • This field displays the Payments Made to the Account Members
    Payments Minus Charges
    • This field displays the value obtained after Deducting Total Charges from Total Payments
    Balance End
    • This is the End Balance of the reporting period
    POS Points Earned
    • This is the Value of Total Points Earned by Account Members 
    POS Points Redeemed
    • This is the Value of Total Points Redeemed by Account Members 
    Points Expired
    • This is the value of expired points that were not redeemed on time

    "_Reward Status" View
    • The Reward Status View consists of the following data columns by default:

    • Account Number displays the Account Number of the Member
    • Account Name displays the Name of the account holder
    • Reward Qty 1 displays the number of items to be purchased to get the 1st Reward
    • Reward Qty 2 displays the number of items to be purchased to get the 2nd Reward
    • Reward Qty 3 displays the number of items to be purchased to get the 3rd Reward
    • These rewards can be maintained through the Global Settings > Other Tab as shown below