Sales Reports
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      2. End-User | Reporting, Data Analysis & Security
      3. Sales Reports

      17 | Account Summaries

      This article covers Account Summaries report along with different view options available. The Account Summary shows a number of sales information for the respective account. Information within the Account Summary can be utilized for many purposes and can also generate into reports.

      This article covers Account Summaries report along with different view options available.

      The Account Summary shows a number of sales information for the respective account.

      Information within the Account Summary can be utilized for many purposes and can also generate into reports.

      Prerequisites 
      • To access Summary features, the applicable Operator Privileges   will need to be enabled 
        • Operator Maintenance 'Reporting' Tab
          • Sales Reports: "Allow Accounts Reports" Flag
      Accessing Account Summaries
      • Complete the following steps to access the Product Summaries
        1. Log in to BackOffice
        2. From the side menu, select "Sales Reports" to expand the list of Available Reports
        3. Select Account Summaries which will open a new Account Summaries Window
        4. Select the required Account or Account Group from the Account tree

      Example Account Summaries Report

      Reporting Options
      • By double-clicking on an Account Group it will display a breakdown of the Account holders that have been active in the specified time, and their contribution to the overall balance

      • Account Totals:
        • Displays all the individual accounts that have been active
      • Include All:
        • Displays a list of all the accounts where they are active or not
      • Additional configuration options in the Header can also be used to generate more specific report data
      Standard View
      • The Account Summaries Report has a few special fields for Product Information
      • The Account Summaries _Standard View contains following fields
      • Additional View can be added & edited as needed
       

      Column

      Description
      Nett Turnover
      • This is the Nett turnover obtained from the individual account
      Charges
      • This is the Charges incurred for the particular account holder
      Payments
      • This is the total Payments made by the account
      Balance End
      • This is the total balance of the account after making Payments
      POS Points Earned
      • This is the total points earned by the account from purchases
      POS Points Redeemed
      • This is the points redeemed by the account to make payments
      Points Expired
      • This is the total points expired due to non-use

       

       

      Account Summary Detail
      • More detailed information on individual Accounts is accessible by double-clicking on the designated Account

      Reporting Options

      SubReports

      • The SubReport menu changes the information in the display area and the style of the View

      • Transaction List
        • Will display all the transactions by this Account within the display period
        • There are numerous Views eligible within this report
      • Product By Transaction
        • Will display all the individual Products sold within each transaction
        • With these two reports, Operators can double-click on a Transaction or a Product to see the entire record as it would appear at the SmartPOS Workstation
      • Product Summary
        • A summary of the Products purchased by the Account over the nominated Period

      View

      • The standard Views in the Transaction List SubReport vary in focus from any membership payments, to payment, point and discount summaries, to product analysis