Sales Accountability Report

The Sales Accountability Report displays sales, pickups, and loans assigned to an employee. This report also calculates the employee's final balance using these totals.

ClosedHow to Generate the Sales Accountability Report
  1. Open the Back Office.
  2. Click the Reports icon.
  3. Click Sales Accountability Report.
    Back Office Reports
  4. When the Sales Accountability Report window appears, configure your report settings:
    • Enter a report Start Date, Start Time, End Date, and End Time.
    • Select employee to display from the Employees list box OR click the Select/De-Select All Emp's button to select or de-select all employees.
    • The Show Check Detail option will display check details, including the check number(s), table(s), and dollar amount(s) when enabled.
  5. When you have finished configuring your report settings, click the Run Report button. The Sales Accountability Report Preview window will appear.
    Configuring the Sales Accountability Report
ClosedSales Accountability Report Values Defined

Sales Accountability Summary

Displays total sales, loans, pickups, and final balance by employee and totals for all employees.

Employee: The employee's name (Last, First) as configured in Employee Maintenance.

Sales: The total dollar amount of sales settled on the Front End by the specified employee.

Loans: The total dollar amount of loans performed by the specified employee(s). Only employee loan types will be included. Terminal loan types are not included in the Loans total. See Pickup/Loan for more information on performing a loan.

Pickups: The total dollar amount of pickups performed by the specified employee(s). Only employee pickup types will be included. Terminal pickup types are not included in the Pickups total. See Pickup/Loan for more information on performing a pickup.

Balance: Sales + Loans - Pickups

Totals: The total dollar amount of sales, loans, pickups, and the final balance for all employees shown.

Check Detail by Employee

Displays the check details if the Show Check Detail option is selected when configuring the Sales Accountability Report.

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

Tbl: The table number assigned to the check, on the Front End.

Amount: The total dollar amount of the check, on the Front End.

ClosedNotes

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

Open topic with navigation