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Business Activity Summary: Store Open and Close InformatioInformation
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Payment Summary Report
DESCRIPTION: This report displays a summary of the total amount of payments received for every payment method during the selected date range.
THE REPORT:
POS Payments: All Payments received at the Point of Sale.
All Payments: All Payments received at the Point of Sale and Fleets.
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Cash Reconciliation Report
DESCRIPTION: This report displays the Cash Reconciliation broken down into Payment Method segments.
THE REPORT:
Store: Store Number.
Start Date Time: Date and time the Cash Drawer was opened.
End Date Time: Date and time the Cash Drawer was reconciled.
Reconciliation Date Time: Date and time the reconciliation occurred.
Cash Drawer Tray: Name of the Cash Drawer tray.
Quantity: Number of coins and dollars in the Cash Drawer.
Amount: Value of the coins and dollars in the Cash Drawer.
Total Cash in Drawer: Total value of the coins and dollars in the Cash Drawer.
Payment Method: All the Payment Methods.
Expected Total: Expected amount for each Payment Method in the Cash Drawer.
Counted Total: Counted amount for each Payment Method in the Cash Drawer.
Difference: Difference between the expected amount and the counted amount.
Grand Total: All the Payment Method totals summed together.
Expected Total: Expected amount for all the Payment Methods in the Cash Drawer.
Counted Total: Counted amount for all the Payment Methods in the Cash Drawer.
Difference: Difference between the expected amount and the counted amount.
Starting Amount: Amount in the cash drawer at the beginning of the day.
Cash Received: Cash amount received throughout the day and placed in the Cash Drawer.
Change Disbursed: Total amount of change disbursed.
Tips Disbursed: Total amount of Tips received, if any.
Checks: Total amount received from checks.
Charge Cards: Total Amount received from charge cards (Credit/Debit).
Fleet Charges: Total amount charged by Fleet Accounts.
Adjustment Reason: Reason for adjustments made to the Cash Drawer, if any.
Gift Certificates: Total amount received from Gift Certificates.
Cash Drawer Adjustments: Adjustments made to the Cash Drawer, if any.
Cash Deposit: Amount of cash deposited.
Cash + Check Deposit: Amount of cash and checks deposited.
Bank: Name of the Bank where deposit is made.
Deposit Type: Type of deposit selected during Cash Reconciliation.
Deposit Bag: Bag in which the deposit money was placed in during Cash Reconciliation.
Transaction Code: Code for the payment transaction that occurred.
Expected Total: Expected amount for each Payment Method in the Cash Drawer.
Counted Total: Counted amount for each Payment Method in the Cash Drawer.
Difference: Difference between the expected amount and counted amount.
Total for all Transaction Codes: Total amount of money reconciled during the selected date range.
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General Sales Report
DESCRIPTION: This report displays the General Sales Prices and Totals. This report is customizable for your business.
THE REPORT:
Chain: Chain ID Number.
Region: Region of the Store’s location.
District: District of the Store’s location.
Store: Store Number.
Description: All Sales Options purchased during the selected date range for completed tickets categorized by:
Paid Car Washes: Any paid Car Wash with a gross amount greater than zero.
Free Car Washes: Any paid Car Wash with a gross amount equal to zero.
Add On Car Wash Options: Any Car Wash Option that is an Add On.
Car Wash Options: Any Car Wash Option that is NOT an Add On.
Add On Services: Any Service that is setup as an Add On Service. Does not include additional items (i.e. Additional quarts of oil) or Surcharges.
Services: Any Service that is NOT an Add On Service. Includes core service items, but does not include additional items (i.e. Additional quarts of oil) or Surcharges.
Surcharges: Any Non-Add On Service items with a gross amount greater than zero.
Add On Services – Surcharges: Any Add On Service with a gross amount greater than zero.
Additional Items: Additional oil or items not part of the core service, where the Service is not an Add On Service.
Add On Services – Additional Items: Additional oil or items, not part of the core service, where the Service is an Add On Service.
Services Additional Charges: Any additional charge that is a part of a Service.
Add On Services - Additional Charges: Additional charges that are part of an Add On Service.
Additional Charges: Additional charges that are not part of an Add On Service.
Items: All items not part of a Service or Add On Service.
Nonstock Items: All Non-Stock items not part of a Service or Add On Service.
Labor: All Labor not part of a Service or Add On Service.
Warranties: All Warranties not part of a Service or Add On Service.
Certificates/Gift Cards: All Certificates/Gift Cards not part of a Service or Add On Service. Only included if “Is Certificate Sales a Liability?” is unchecked under Stores > Accounting Tab.
Subscriptions: Sold Subscriptions that exclude the recharge. Only included if “Is Subscription Sales excluded from Sales Totals?” is unchecked under Stores > Accounting Tab.
Coupons: All Coupons not part of a Service or Add On Service.
Discounts: All Discounts not part of a Service or Add On Service.
Total Basic Sales: Total of: Paid Car Washes, Free Car Washes, Add On Car Wash Options, Car Wash Options, Services, Surcharges, Add On Services – Surcharges, Additional Items, and Service Additional Charges.
Total Add Ons: Total of: Add On Car Wash Options, Add On Services, Add on Services – Surcharges, Add On Services – Additional Items, Add On Services – Additional Charges, Additional Charges, Items, Non-Stock Items, Labor, Warranties, Certificates/Gift Cards, and Subscriptions.
Total Discounts: Total Of: Coupons and Discounts.
Total: Total of: [(Total Basic Sales + Total Add Ons) – (Total Discounts)].
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General Sales – Cash Drawer Report
DESCRIPTION: This report displays the General Sales Prices and Totals sorted by Cash Drawer. This report is customizable for your business.
THE REPORT:
Chain: Chain ID Number.
Region: Region of the Store’s location.
District: District of the Store’s location.
Store: Store Number.
Description: All Sales Options purchased during the selected date range for completed tickets sorted by Cash Drawer and categorized by:
Paid Car Washes: Any Paid Car Wash with a gross amount greater than zero.
Free Car Washes: Any Paid Car Wash with a gross amount equal to zero.
Add On Car Wash Options: Any Car Wash Option that is an Add On.
Car Wash Options: Any Car Wash Option that is NOT an Add On.
Add On Services: Any Service that is setup as an Add On Service. Does not include Additional Items (i.e. Additional quarts of oil) or Surcharges.
Services: Any Service that is NOT an Add On Service. Includes Core Service Items, does not include Additional Items (i.e. Additional quarts of oil) or Surcharges.
Surcharges: Any Non-Add On Service Items with a gross amount greater than zero.
Add On Services – Surcharges: Any Add On Service with a gross amount greater than zero.
Additional Items: Additional Oil or Items not part of the core service, where the Service is not an Add On Service.
Add On Services – Additional Items: Additional Oil or Items not part of the core service, where the Service is an Add On Service.
Services Additional Charges: Any Additional Charge that is a part of a Service.
Add On Services - Additional Charges: Additional charges that are part of an Add On Service.
Additional Charges: Additional charges that are not part of an Add On Service.
Items: All items not part of a Service or Add On Service.
Nonstock Items: All Non-Stock Items not part of a Service or Add On Service.
Labor: All Labor not part of a Service or Add On Service.
Warranties: All Warranties not part of a Service or Add On Service.
Certificates/Gift Cards: All Certificates/Gift Cards not part of a Service or Add On Service. Only included if “Is Certificate Sales a Liability?” is unchecked under Stores > Accounting Tab.
Subscriptions: Sold Subscriptions that exclude the recharge. Only included if “Is Subscription Sales excluded from Sales Totals?” is unchecked under Stores > Accounting Tab.
Coupons: All Coupons not part of a Service or Add On Service.
Discounts: All Discounts not part of a Service or Add On Service.
Total Basic Sales: Total of: Paid Car Washes, Free Car Washes, Add On Car Wash Options, Car Wash Options, Services, Surcharges, Add On Services – Surcharges, Additional Items, and Service Additional Charges.
Total Add Ons: Total of: Add On Car Wash Options, Add On Services, Add on Services – Surcharges, Add On Services – Additional Items, Add On Services – Additional Charges, Additional Charges, Items, Non-Stock Items, Labor, Warranties, Certificates/Gift Cards, and Subscriptions.
Total Discounts: Total Of: Coupons and Discounts.
Total: Total of: [(Total Basic Sales + Total Add Ons) – (Total Discounts)].
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General Sales – Multi Profit Center Report
DESCRIPTION: This report displays the General Sales Prices and Totals sorted by Multi Profit Center. This report is customizable for your business.
THE REPORT:
Chain: Chain ID Number.
Region: Region of the Store’s location.
District: District of the Store’s location.
Store: Store Number.
Description: All Sales Options purchased during the selected date range for completed tickets sorted by Record Group categorized by User Defined Multi Profit Center.
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General Sales – Record Group Report
DESCRIPTION: This report displays the General Sales Prices and Totals sorted by Record Group. This report is customizable for your business.
THE REPORT:
Chain: Chain ID Number.
Region: Region of the Store’s location.
District: District of the Store’s location.
Store: Store Number.
Description: All Sales Options purchased during the selected date range for completed tickets sorted by Record Group categorized by User Defined Record Group.
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General Sales – Profit Center Report
DESCRIPTION: This report displays the General Sales Prices and Totals sorted by Profit Center. This report is customizable for your business.
THE REPORT:
Chain: Chain ID Number.
Region: Region of the Store’s location.
District: District of the Store’s location.
Store: Store Number.
Description: All Sales Options purchased during the selected date range for completed tickets sorted by Record Group categorized by User Defined Profit Center.
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General Sales – Workstation Report
DESCRIPTION: This report displays the General Sales Prices and Totals sorted by workstation. This report is customizable for your business
THE REPORT:
Chain: Chain ID Number.
Region: Region of the Store’s location.
District: District of the Store’s location.
Store: Store Number.
Description: All Sales Options purchased during the selected date range for completed Ttckets sorted by workstation and categorized by:
Paid Car Washes: Any Paid Car Wash with a gross amount greater than zero.
Free Car Washes: Any Paid Car Wash with a gross amount equal to zero.
Add On Car Wash Options: Any Car Wash Option that is an Add On.
Car Wash Options: Any Car Wash Option that is NOT an Add On.
Add On Services: Any Service that is setup as an Add On Service. Does not include Additional Items (i.e. Additional quarts of Oil) or Surcharges.
Services: Any Service that is NOT an Add On Service. Includes Core Service Items, does not include Additional Items (i.e. Additional quarts of Oil) or Surcharges.
Surcharges: Any Non-Add On Service Items with a Gross Amount Greater than Zero.
Add On Services – Surcharges: Any Add On Service with a Gross Amount Greater than Zero.
Additional Items: Additional Oil or Items not part of the Core Service, where the Service is not an Add On Service.
Add On Services – Additional Items: Additional Oil or Items not part of the Core Service, where the Service is an Add On Service.
Services Additional Charges: Any Additional Charge that is a part of a Service.
Add On Services - Additional Charges: Additional Charges that are part of an Add On Service.
Additional Charges: Additional Charges that are not part of an Add On Service.
Items: All Items not part of a Service or Add On Service.
Nonstock Items: All Non Stock Items not part of a Service or Add On Service.
Labor: All Labor not part of a Service or Add On Service.
Warranties: All Warranties not part of a Service or Add On Service.
Certificates/Gift Cards: All Certificates/Gift Cards not part of a Service or Add On Service. Only included if “Is Certificate Sales a Liability?” is unchecked under Stores > Accounting Tab.
Subscriptions: Sold Subscriptions that exclude the Recharge. Only included if “Is Subscription Sales excluded from Sales Totals?” is unchecked under Stores > Accounting Tab.
Coupons: All Coupons not part of a Service or Add On Service.
Discounts: All Discounts not part of a Service or Add On Service.
Total Basic Sales: Total of: Paid Car Washes, Free Car Washes, Add On Car Wash Options, Car Wash Options, Services, Surcharges, Add On Services – Surcharges, Additional Items, and Service Additional Charges.
Total Add Ons: Total of: Add On Car Wash Options, Add On Services, Add on Services – Surcharges, Add On Services – Additional Items, Add On Services – Additional Charges, Additional Charges, Items, Non-Stock Items, Labor, Warranties, Certificates/Gift Cards, and Subscriptions.
Total Discounts: Total Of: Coupons and Discounts.
Total: Total of: [(Total Basic Sales + Total Add Ons) – (Total Discounts)].
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Store Summary Report
DESCRIPTION: The report displays a summary of all transactions that occurred during the selected date range at Store Level.
THE REPORT:
Transaction Section: Total of each Payment Method for the selected date range.
Daily Summary Section: Same as Daily Summary Report.
Gross Sales: Sum of the Gross Price for All Tickets minus Gift Certificate Liabilities
Tax: Sum of Net Price for All Tickets - Gift Certificate Liabilities.
Net Sales: Sum of Net Price for All Tickets - Gift Certificate Liabilities.
**Labor percent is calculated on Net Sales unless specifically stated as Gross Sales.
Labor Cost: Employee Time Card Hours * Employee Pay Rate.
Labor Hours: Total Amount of Labor Hours.
**Labor Hours and Labor Cost use Metric Values and will always be in sync.
Coupons (S): Amount of Coupons sales.
Discounts ($): Amount of Discount sales.
Loyalty Discounts: All Discounts that the Discount Type is equal to Loyalty Interval or Loyalty Points.
Loyalty Discounts ($): Amount of Loyalty sales.
Labor Hours per Ticket: Total Labor Hours divided by number of Tickets.
Labor Cost Percent of Net Sales: Percentage of Labor Cost divided by Net Sales.
Number of Tickets: Tickets where Ticket Status = ‘Complete’ or ‘BackOrder’ & Ticket Type is not ‘Quote’ and Ticket is not Voided. Warranty and Top Off Services are Excluded. This does not include Rewashes.
Net Sales Per Ticket: Total Amount of Net Sales Per Ticket.
Average Ticket Time (Min.): Average number of minutes between the ticket start time and stop time for all ‘Service’ tickets.
Repeat Customers: Number of repeat customers that visited the store during the selected date range.
Percent Repeat Customers: Repeat customers divided by Total Customers.
Engine Oil Consumed: These Numbers are calculated via the Tank Logs.
Engine Oil per Ticket: Total Amount of Engine Oil via Tank Logs divided by Number of Tickets.
Services, Service Classes, Categories Section: All Services, Service Classes, and Categories on the Scorecard.
Vehicle Hourly Section: Number of Tickets that the Ticket Type is equal to Service and that are completed during that hour. **NOTE: The Cash Drawer must be reconciled for this section to work properly.
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