Customer Charge Report

The Customer Charge Report displays customer charge, payment, and adjustment information including the customer's name, check number the charge was associated with, the date the transaction was processed, the total transaction amount, and the transaction type.

ClosedHow to Generate the Customer Charge Report
  1. Open the Back Office.
  2. Click the Reports icon.
  3. Click Customer Charge Report.
    Back Office Reports
  4. When the Customer Charge Report window appears, configure your report settings:
    • Select a report Start Date, Start Time, End Date, and End Time.
    • Select the Summary Only option to display only the Customer Totals summary.
    • Select customers to view OR click the Select/De-Select All button to select or de-select all customers.
  5. When you have finished configuring your report settings, click the Run Report button. The Customer Charge Report Preview window will appear.
    Configuring the Customer Charge Report
ClosedCustomer Charge Report Values Defined

Customer Charge Summary

Displays details about customer charges completed, by charge, in the specified date/time range. Users can perform customer charges, payments, and adjustments from the Back Office using Customer Maintenance.

#: The customer's number as configured in Customer Maintenance.

Last Name: The customer's last name as configured in Customer Maintenance.

First Name: The customer's first name as configured in Customer Maintenance.

MI: The customer's middle initial as configured in Customer Maintenance.

Badge: The customer's badge as configured in Customer Maintenance.

User Data: The customer's User Data as configured in Customer Maintenance.

Check Number: The check number the transaction was associated with.

Media Date: The date (mm/dd/yyyy) and time (hh:mm:ss) the customer charge was completed.

Media Total: The total transaction amount.

Trans Type: The type of customer transaction performed (charge, payment, or adjustment).

Customer Totals Summary

Displays a condensed summary of customer charges completed in the specified date/time range.

#: The customer's number as configured in Customer Maintenance.

Last Name: The customer's last name as configured in Customer Maintenance.

First Name: The customer's first name as configured in Customer Maintenance.

MI: The customer's middle initial as configured in Customer Maintenance.

Badge: The customer's badge as configured in Customer Maintenance.

User Data: The customer's user data as configured in Customer Maintenance.

Total: The store charge balance as of the report end date and time. Any customer charges, payments, or adjustments entered in advance but not yet processed, will not be displayed. As of version 5.0.95.0, the Customer Charge Report will display customer credits (represented as negative values).

ClosedNotes

Users can configure Auto Report Settings by clicking File > Auto Report in the report preview window. For more information, see Auto Reports.

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