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Audit Reports

Xenial Cloud Portal 4-Dot Menu Reports Audit

The following introduces the Xenial Cloud reports that are available in the Audit category.

Report

Description

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 Summary

Summary information about void transactions.

Discounted Items

The Discounted Items by Reporting Category report provides details about order items that were discounted at the POS.

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:

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

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:

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. Select an order number in this column to view detailed information about 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

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:

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. Select an order number in this column to view detailed information about the transaction.

Amount

Currency amount of the transaction.

Gift Card #

Associated gift card account number.

Sales Reduction Summary

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:

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 (includes refund transactions).

Discount Total

Total currency amount in applied discounts.

Select a record from this column to view additional details.

Voids Total

Total currency amount in pre-payment order Voids.

Select a record from this column to view additional details.

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 Summary

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:

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 additional details.

Reason Comment

Comment entered by the cashier about the void.

Select a record from this column to view additional details.

Quantity

Number of processed voids.

Amount

Currency amount of the transaction.

Total

Totals for each applicable column.