Account Name: A/R Account (Fleet) Name from the Edit Vehicle Screen within Business Operations.

Account Code: A/R Code (Fleet Code) from the Edit Vehicle Screen.

Customer: Customer Name from the Edit Customer Screen.

License: License Plate Number from the Edit Vehicle Screen.

Sale Date: Date the ticket was checked out.

Ticket Number: Unique ticket number.

Charge Amount: The amount charged to the A/R Account (Fleet).

*NOTE: If any portion of the ticket is paid for at the time the ticket was checked out it will not display on this report. These are only for charges to the A/R Account (Fleet).

Date & Time: Date and Time the credit card was processed.

Ticket #: Unique ticket number.

Card Type: Credit card type (American Express, MasterCard, Visa…)

Card #: Last 4 of the credit card number.

Name: Name on the credit card.

Exp: Credit card expiration date.

Auth Code: Authorization Code returned from the credit card processor.

Voided: (Yes or No).

Amount: Amount charged to credit card.

Total Grouped by Card Type:

Total of All Transactions

Total of Sale Transactions

Total of Refund Transactions

Total of Void Transactions

Total Manual Overrides

Total Grouped by Store:

Total of All Transactions

Total of Sale Transactions

Total of Refund Transactions

Total of Void Transactions

Total Manual Overrides

Total Grouped by District:

Total of All Transactions

Total of Sale Transactions

Total of Refund Transactions

Total of Void Transactions

Total Manual Overrides

Total Grouped by Region:

Total of All Transactions

Total of Sale Transactions

Total of Refund Transactions

Total of Void Transactions

Total Manual Overrides

Total Grouped by Chain:

Total of All Transactions

Total of Sale Transactions

Total of Refund Transactions

Total of Void Transactions

Total Manual Overrides

Item: Inventory Item Code.

Description: Inventory item description.

Sold:

Quantity: Number of items sold.

Unit Cost: Item cost (each).

Total Cost: Quantity X Unit Cost.

On Hand:

Quantity: Number of items currently on hand.

Unit Cost: Item Cost (each).

Total Cost: Quantity X Unit Cost.

Starting Quantity: Number of items on hand for each Category on first day of specified date range.

Received Quantity: Number of items received for the entire date range.

Sold Quantity: Number of items sold for entire date range.

Adjusted Quantity: Number of items adjusted for entire date range.

End Quantity: Starting + Received – Sold – Adjusted.

Starting Total Cost: Cost of items on hand for each category on first day of specified date range.

Received Total Cost: Cost of items received for entire date ranged.

Sold Total Cost: Cost Of items sold for entire date range.

Adjusted Total Cost: Cost of items adjusted for entire date range.

End Cost: Starting + Received – Sold – Adjusted.

Employee: Employee’s Name.

Week of: First day of the work week.

Store: Store Number.

Clocked In/Clocked Out: The date and time the employee clocked in and clocked Out.

Actual Minutes: Actual hours and minutes the employee worked.

Rounded Minutes: Displays the rounded minutes the employee worked (Setting).

Regular Pay – Hours & Pay: Displays the hours the employee worked and the pay rate.

Special Pay Rate #1 – Hours & Pay: Displays the hours the employee worked during a special day, holiday or overtime and the pay rate.

Special Pay Rate # 2 – Hours & Pay: Displays the hours the employee worked during a special day, holiday or overtime and the pay rate.

Commissions Pay: Amount of Commission paid during that work day.

Total Pay: Total amount of pay earned by the employee.

Week Totals: Totals (hours and pay) for each week.

Report Totals: Totals (hours and pay) for selected date range (more than a week, if selected).

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.

Number of Services: Tickets that contain at least one Service with (Increment Car Count =True).

Longest Ticket Time: Maximum number of minutes between the ticket start time and stop time for all ‘Service’ tickets.

Shortest Ticket Time: Minimum number of minutes between the ticket start time and stop time for all ‘Service’ tickets.

Average Ticket Time: Average number of minutes between the ticket start time and stop time for all ‘Service’ tickets.

New Customers: The Number of distinct customer – the number of repeat customers.

Repeat Customers: The Number of customers who have a previous Vehicle History record.

First Ticket Complete: Time the first ticket was Closed.

Last Ticket Complete: Time the last ticket was Closed.

Store Opened: Date and time the store was clocked in (Setting).

Store Closed: Date and time the store was clocked out (Setting).

Gross Sales Total (All): Sum of the Gross Price for all tickets minus Gift Certificate Liabilities

Gross Ticket Average (All): Gross Sales Total (All) / Number of Tickets

Net Sales Total (All): Sum of Net Price for All Tickets - Gift Certificate Liabilities

Net Ticket Average (All): Net Sales Total (All) / Number of Tickets

Ticket Total (All): Net Sales Total (All) + Sum of Taxes for All Tickets

Sales Tax Total (All): Sum of Taxes for All Tickets

Highest Ticket Total (All): Maximum (Net Price + Taxes) for all tickets

Gross Sales Total (Services): Sum of Gross Price for all tickets that include a Service (Increment Car Count =True)

Gross Ticket Average (Services): Gross Sales Total (Services) / Number of Services

Net Sale Total (Services): Sum of Net Price for all tickets that include a Service (Increment Car Count =True)

Net Ticket Average (Services): Net Sales Total (Services) / Number of Services

Highest Ticket Total (Services): Maximum (Net Price + Taxes) for all tickets that include a Service (IncrementCar Count = True)

Coupons Total: Sum of TotalCoupons for all tickets.

Discounts Total: Sum of TotalDiscounts for all tickets.

Credit Card Sales Total: Sum of Transaction Net Amount where TransactionCodeType is Credit/Debit

Number of Fleet Vehicles: Count of Tickets where vehicle is associated with a fleet and the Checkout Balance <> 0

Fleet Sales: Sum of (Net Price + Total Taxes) for Fleet Vehicle tickets

Fleet Charges: Sum of the checkout balance for Fleet Vehicles

Cost of Goods Sold: Sum of the cost of all items on the ticket * the quantity of the item

Labor Cost: Employee timecard hours * Employee pay rate

Taxable Sales: Sum of total taxable for all tickets

Nontaxable Sales: Sum of (Net Price minus Total Taxable) for all tickets Gift

Certificates Sold: Sum of ticket item price for Gift Certificates sold

Gift Certificate Liability Total: Sum of ticket item price for Gift Certificates where the sold Gift Certificate is a liability.

Ticket Section:

Number: Unique Ticket Number.

Date: Date and time ticket was checked out.

Customer: Customer name.

License: License Plate Number from the Edit Vehicle Screen within Business Operations.

Total: Total amount due at checkout.

Payment Transaction Section:

Code: Payment Method Code.

Amount: Payment amount received.

Message: Any errors in the payment transaction.

Completed Total: Total amount of sales from Completed Tickets at Store Level, District Level, Regional Level and within the Chain.

Voided Total: Total amount of Sales from Voided Tickets at Store Level, District Level, Regional Level and within the Chain.

Quantity: Total number sold.

Average: Amount/Quantity.

Amount: Total dollars sold (Does not include sales tax).

Net Sales: Total dollars of each Record Group.

Taxes: Total taxes for items sold.

Totals: (Profit Center)

Basic Sales: Total sales for all Record Groups – Add On Record Groups.

Add Ons: Total for all the Add On Record Groups.

Discounts: Total for all the Discount and Coupon Record Groups.

Sales Tax: Total taxes for items sold.

Profit Center: Name of the Profit Center.

Amount: Total dollars sold (Does not include sales tax).

Taxes: Total taxes for items sold.

Totals: (Profit Center)

Expected: Amount of money expected during reconciliation.

Counted: Amount of money counted during reconciliation.

Difference: Difference in the amount of money expected and counted money.

Cash: Amount of cash deposited.

Check: Amount of checks deposited.

Total: Total amount deposited.

Profit Center: Name of the Profit Center.

Labor Hours: Total amount of Labor Hours.

Labor Cost: Total cost for Labor.

**Labor Hours and Labor Cost use Metric Values and will always be in sync.

Net Sales: Total amount of Net Sales from Labor.

Commissions: Total amount of Commission from Labor.

Labor %: Total Percent of Labor.

Profit Center: Name of the Profit Center.

Tickets: Total number of tickets Created.

Total Sales: Total amount of Sales.

Ticket Avg: Average Ticket amount.

Salesperson: Name of the employee who checked out the ticket.

Tickets: Number of tickets checked out by that employee.

Net Sales: Total amount of Net Sales from tickets.

Fleet: Name of the Fleet customer.

Amount: Amount of money charged by the Fleet Account.

Employee: Name of the employee.

Department: Department in which the employee was working.

Regular Hours: Number of regular hours the employee worked.

OT Hours: Number of overtime hours the employee worked.

Total Hours: Total number of hours the employee worked.

Total Cost: Total hours multiplied by employee’s wage.

Count: Total count of tickets per hour.

Net Sales: Total Net Sales.

Labor Hours: Total amount of Labor Hours.

Labor Cost: Total Cost for Labor.

Labor Cost/Count: Average Labor Cost Per Ticket.

Labor Hour/Net Sales:

Tickets: Total Number of tickets.

Services: Total Number of Services.

Car Washes: Total Number of Car Washes.

Wash Tickets: Total Number of Car Wash tickets.

POS Payments: All Payments received at the Point of Sale.

All Payments: All Payments received at the Point of Sale and Fleets.

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.

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)].

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)].

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.

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.

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.

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)].

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.