Audit

Xenial Portal Reports Audit

Report

Description

Discount Detail

Detailed information about the application of a specific discount. Drill down into the Discount Total column of Sales Reduction Summary to access Discount Detail.

Discounted Items

Detailed information about discounted items.

Employee Discount

Detailed information about applied employee discounts.

Gift Card Activity

Detailed information about gift card transactions.

Sales Reduction Summary

Summarized information about discounts, voids, and refunds.

Void Detail

Detailed information about void transactions. Drill down into the Reason Code and Reason Comment columns of Void Summary to access Void Detail.

Void Summary

Summary information about void transactions.

Discount Detail

Xenial Portal Reports Audit

The Discount Detail report contains detailed information about the application of a specific discount.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Order #

Order number associated with the transaction

Date/Time

Date/time when the transaction was processed

Employee

Name of the employee who performed the transaction

Terminal ID

ID of the terminal where the transaction was processed

Quantity

Number of applied discounts

Amount Discounted

Currency amount of discount

Amount After Discount

Currency amount after discount was applied

Total

Totals for each applicable column

Discounted Items

Xenial Portal Reports Audit

The Discounted Items report contains detailed information about discounted items.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Group By

From the dropdown, select the values by which to group the items on the report.

For example, select Business Date and Site to group the items on the report by the associated business date and site.

Group Option

From the dropdown, select the items to display on the report.

Column Descriptions

The following describes the columns on the report.

Column

Description

ID

Numeric ID for the product

Category

Product category name

Major category names are highlighted in blue. Use the + and - buttons to expand and collapse the category lists.

Unit Price

Single unit price of the product

Quantity

Quantity sold

Gross Sales

Gross currency amount of sold products

Discounted Item Quantity

Quantity of products that were discounted

Discount Amount

Currency amount of discount

% of Gross Sales

Percentage of Gross Sales that is attributable to the Discount Amount

Completely Discounted Items

Quantity of instances where an item price was discounted at 100% and reduced to 0.00

Total

Totals for each applicable column

Employee Discount

Xenial Portal Reports Audit

The Employee Discount report contains information about applied employee discounts.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Site Name

Name of the site where the transaction was processed

Site ID

ID of the site where the transaction was processed

Business Date

Business Date when the transaction was processed

Performed By

Employee who applied discount

Received By

Employee who received the discount

Order #

Order number associated with the transaction

Order Type

Order type associated with the transaction

Order State

Order state of the transaction

Discount Applied Date/Time

Date/time when the discount was applied

Discount Total

Total currency value of the discount

Promotions Total

Total currency value of the promotion

Order Total

Order total associated with the transaction

Gift Card Activity

Xenial Portal Reports Audit

The Gift Card Activity report contains detailed information about gift card transactions.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Close Time

Date/time the associated order was closed

Type

Type of gift card transaction (e.g. Paid, Activation)

Terminal

ID of the terminal where the transaction was processed

Order #

Order number associated with the transaction

Amount

Currency amount of the transaction

Gift Card #

Associated gift card account number

Sales Reduction Summary

Xenial Portal Reports Audit

The Sales Reduction Summary report contains summarized information about discounts, voids, and refunds.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Business Date

Business date associated with the sales reduction summary

Site

Site associated with the sales reduction summary

Net Sales

Net currency amount of sold products

Discount Total

Total currency amount in applied discounts

Select a record from this column to view more details on the Discount Detail report.

Voids Total

Total currency amount in pre-payment order Voids

Select a record from this column to view more details on the Void Detail report.

Post Payment Voids Total

Total currency amount in post-payment order Voids

Refunds

Total currency amount in order refunds

Total Reductions

Total currency amount in discounts, voids, and refunds

Void Detail

Xenial Portal Reports Audit

The Void Detail report contains detailed information about void transactions.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Item ID

Numeric ID for the product

Item Name

Name of the product

Time Voided

Time when the transaction was performed

Employee Name

Name of the employee who performed the transaction

Terminal ID

ID of the terminal where the transaction was processed

Amount

Currency amount of the transaction

Void Summary

Xenial Portal Reports Audit

The Void Summary report contains summary information about void transactions.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Void Type

Type of void that was processed (e.g. post payment voided order)

Reason Code

Reason code selected by the cashier for the void

Select a record from this column to view more details on the Void Detail report.

Reason Comment

Comment entered by the cashier about the void

Select a record from this column to view more details on the Void Detail report.

Quantity

Number of processed voids

Amount

Currency amount of the transaction

Total

Totals for each applicable column