Reports

Reports

This module shows the report. Reports were name under Analysis Reports, Booking Reports, Inventory Reports, POS Reports, Staff Reports and Summary Reports. Under these folders are the different reports that you can generate.

Starting

To start, go to Modules and Select Reports

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Advance Editor

Report List– Shows the category of reports you can generate.

Preview – Shows the preview of report you want to generate.

  • Advance Editor – Click this button if you want to customize the report you want to generate.
  • Generate Report – Click this button to generate the report.

How to Generate Report

To generate report, select the folder of category of report you want to generate then select the desire report.

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Once report was selected, a filter of date will appear. Select the desire From and To date you want to generate, then select OK button to proceed.

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List of category will appear on filter. You can select specific category or select all category list to generate on your report.

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For specific category name you want to generate report, select the specific category name, then select the single arrow button . The category will transfer on the right side window. Select the OK button to proceed.

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For all the list of category name, Select the double arrow button . All the list of category will be transfer on the right side of window. Select OK button to proceed.

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List of item name will appear on filter. You can select specific item or all item list to generate report.

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For specific item name you want to generate report, select the specific item name, then select the single arrow button . The item will transfer on the right side window. Select the OK button to proceed.

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For all the list of item name, Select the double arrow button >> . All the list of item will be transfer on the right side of window. Select OK button to proceed.

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Report will shown on Preview. To generate the report, select the Generate Report Button.

Generated report will be shown. To print report, select the print icon Print . To save the report, select the save icon Save

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List of Reports per Category Folder

Below are the list of reports you can generate in each folder of categories.

ANALYSIS REPORTS

  • Bottom 20 Least Selling by Category- this will show you the top 20 least selling items by category.
  • Bottom 20 Least Selling Items- this will show the top 20 lowest selling items.
  • Monthly Booking Comparison- this will show you your monthly boking sales per boking style.
  • Most Selected Booking Style- this will show the total numbers of booking per booking style depending on the selected date range.
  • Staff Jobs History Report- this will show you the job history with date and time per staff.
  • Supplier Performance Report- this will show you the performance of your suppliers about your orders.
  • Top 20 Best Selling by Category- this will show you the top 20 best selling items by category.
  • Top 20 Best Selling Items- this will show the top 20 bestselling items.
    • BOOKING REPORTS

      • Booking Arrears- this will show you the deposited amount, total cost and arrears (remaining balance) of a booking.
      • Booking Payment Details- this will show you the payment details of customer booking.
      • Cancelled Booking Report- this will show you your cancelled booking based on date range. It will give you the reason why it is cancelled and date it was booked and canceled.
      • Confirmed Booking Report- this will show you the confirmed booking on the selected Date Range.
      • Daily Bookings by Time- this will show you the Booking details sorted by time from earliest to the latest bookings of the day.
      • Daily Bookings by Venue- this will show you all the Bookings sorted by Booking Style.
      • Detailed Booking Reports- this will show you all the most important booking details.
      • Waiver Report- this will show you the list of customers with signed waivers.

      INVENTORY REPORTS

      • Order Status- this will show you the status of your created order on the given date range.
      • Stock Adjustment-this will show you the stock adjustment made on the requested date range.
      • Stock Movement- this will show stock items that has movement depends on the date range.
      • Stock On Hand- this will show you your current stock on hand of all items in inventory per category.
      • Stock On Order- this will show you the items on ordered, how much have been ordered, how much have been received and remaining balance.

      POS REPORTS

      • Daily Item Sales- this will show you your sales group by date and sorted by category with graph.
      • Gross Sales- this will give you your Gross Sales per payment type. Graph is included.
      • Income Sources- this will show you your income group by category and item.
      • Merchandise Sales- this will show you your sales per merchandise.
      • Sales Per Transactions- this will show you your detailed sales per transaction sorted by date and time.
      • Sales Receipt Report- this will show you more like the details you will see on the receipt per transaction.
      • Sales Refund- this will show you the amount, reason and staff who refunded the item.
      • Sales Summary by Customer- this will show you how much your customer spent in your site.
      • Sales Transaction by Customer- this will show you all the transaction of your registered customers.
      • Shift Report- this will show you the sales of your staff per shift per terminal.
      • Till Open- this will show the time your cash box has been opened by the staff and on what terminal.

      STAFF REPORT

      • Staff Holidays- this will show you your staff approved/unapproved holiday or leave sorted by staff name.
      • Staff Jobs- this will show you what are the assigned job to your staff based on date range.
      • Staff Sales- you will see your staff sales on this report that’s why it’s important for them to log in their user name and password on Banksia when processing transactions.
      • Time Clock Report- this will show you your staff clock in, clock out and break time history filtered by date.

      SUMMARY REPORTS

      • CIP General Take Report- this will show the machine name with the total sales of Coin-Op value, VIP Coin-OP value, Coin-OP credit and Coin-Op Time.
      • CIP Machine Summary Report- this will show detailed sales report of a CIP Machine total by group and shows sales details per group as well.
      • CIP Outstanding Credit- this will show the outstanding credit in CIP
      • CIP Outstanding Ticket- this will show the outstanding ticket in CIP
      • Customer Birthday Report- this will give you details of how much your customers spent on your store already depending on the selected date range.
      • Customer List- this will show the list of customers.
      • Customer Redemption Summary- this will show the summary of redemptions.
      • Customer Sales Summary- this will show the summary of customer sales.
      • Hourly Sales Summary- filters will be different on this report. You will just have to select the date and then select time to check how much sales you’ve got
        during that date and time range. Records that will show is per transaction.
      • Item List- this will show you all of your active item in inventory.
      • Staff Birthday Report- select a date from and to and it will show you who has a birthday from your staff on the selected date range.
      • Staff List- this will list your staff with their details depending on your selected date range based on when they started working with you.
      • Supplier List- this will show you all of your suppliers and their details.
      • Task List- this will show you the list of task