WorkDay Report in Custom Reports

Custom Report → WorkDay Report

The new WorkDay Report is designed to help you easily analyze transaction details, including sales, items sold, and payment information, all in a single CSV file. This report provides valuable insights into your daily operations, making it easier to track sales, manage inventory, and monitor payment trends.

• Navigate to the Custom Reports section in your system. 
• Select the WorkDay Report option. 
• Enter your email address in the provided field.
• Click the Export button.
• The system will generate the report and send a download link to your email.

The CSV file will be structured to provide detailed information for each transaction in three sections: Transaction Details, Items Sold, and Payments Made.

Columns Included in the Report:

1. Header Record (Transaction Details): 

• Line Type: “HDR”
• Transaction Number: A unique ID for each transaction.
• Always “Events”
• Member #: Customer # on the house account transaction
• Date of Sale: The date when the transaction occurred.
• Time of Sale: The exact time of the transaction.
• Total Sale Amount: The total value of the transaction.
• Sales Tax Amount: The tax collected for the transaction.

2. Item Record (Items Sold Details): 

• Line Type: “ITM”
• Transaction Number: A unique ID for each transaction.
• Line Number: Sequential # starting from 1.
• SKU Number: The unique identifier for the product.
• SKU Description: The name or description of the product sold.
• SKU Sales Price: The price at which the item was sold.
• Quantity Sold: The number of units sold.
• Discount Amount: Any discount applied to the item.

3. Payment Record (Payment Details): 

• Line Type: “PAY”
• Transaction Number: A unique ID for each transaction.
• Payment Line Number: Sequential # starting from 1.
• Payment Type: The payment method used (e.g., MASTCARD, VISA, AMEX, HOUSE, Cash, Check, Store Credit etc).
• Payment Amount: The amount paid using each method.

WorkDay Report will review all transactions for a specific day, check the items sold, and identify trends in payment methods. By exporting the WorkDay Report, users will receive a detailed CSV file with all the necessary information to make informed business decisions.

This report simplifies your daily operations by providing a comprehensive view of your transactions, all in an easy-to-access format.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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