Customer Transaction Report

1. Open the Back Office.
2. Click the Reports icon.
3. Click Customer Transaction.
   
4. When the Customer Transaction Report window appears, configure your report settings.
   • Enter a Time Span. The Time Span is based on the Day Divide, as configured in System Settings > Settings 1.
     • Enter start and end date values in the From and To fields. The report date/time range will be displayed below the From and To fields.
   • Select departments to include as Food from the Food Definition list box.
   • Select departments to include as Beverage from the Beverage Definition list box.
5. When you have finished configuring your report settings, click the Run Report button. The Customer Transaction Report Preview window will appear.
   

Customer Transaction Summary

Displays a summary of customer transactions within a specified date range.

Check: The check number assigned to the sale on the Front End.

Customer #: The Customer Number as assigned in Customer Maintenance.

Customer Name: The customer's name (Last Name, First Name Middle Initial) as configured in Customer Maintenance.

Food: The total Food sales within the Food departments specified in the Food Definition list box when configuring the Customer Transaction Report options.

Beverage: The total Beverage sales within the Beverage departments specified in the Beverage Definition list box when configuring the Customer Transaction Report options.

Other: The total sales in departments not selected in the Beverage Definition or Food Definition list boxes when configuring the Customer Transaction Report options.

Grauity: The total gratuity amount added to the specified check.

Sales Tax: The total sales tax added to the sale. For more information on configuring taxes, see Sales Tax Maintenance.

Total: Food + Beverage + Other + Service Chg + Sales Tax

 

Totals: The total of all Food Sales, Beverage Sales, Other Sales, Service Charges, Sales Taxes, and Total Sales amount for all customers during the specified date range.