Back Office: Batch Reports

Back Office: Batch Reports



Navigation: Sign into the Back Office and select a Store. On the left-side, select Reports then Batch.

The Batch report page displays Batch activity, broken down by the following tabs:

Batch
Failed
Batch
Select from the following filters and Time Period, then click Apply.

  1. Node: Select from the list of registered POS Nodes (one or more or Select All). A box filled in pink with a check mark means it’s selected, and a blank box is unselected.
  2. Employee: Select from the list of Employees (one or more, or Select All). A box filled in pink with a check mark means it’s selected, and a blank box is unselected.
  3. Transaction Type: Select from the list of types of transactions (All, Sale, or Auth).
    1. Note: The Transaction Type dropdown appears when the Show Sale Type Transaction in Batch Report toggle is Enabled (YES) under Settings > Batch > Batch Settings.
  4. Batch Type: Select the type of Batch (Manual (activated from Node), Auto Batch (set in Back Office), or All).
  5. Data Type: Select Business Date or Batch Settled Date.

When Apply is clicked, the below table containing the following columns are displayed based on the selected filters:

  1. Check Number: Node Number and Check Number (NodeNumber-CheckNumber format).
  2. Card Number: The card number used for the payment (some will be masked, depending on the payment gateway).
  3. Transaction: The type of transaction (Payment, Refund, etc.).
  4. Amount: The sale amount, in currency with up to two decimal points.
  5. Service Charge: Service charge for the sale (per Back Office), with up to 2 decimal points.
  6. Tip Amount: The tip amount, in currency with up to two decimal points.
  7. Date: The date and time of the sale (DD-MMM-YYYY HH:MM AM/PM format).
  8. Batch Settled Date: The date and time the batch was settled (DD-MMM-YYYY HH:MM AM/PM format).
  9. Server Name: The name of the server on the sale (the user logged in on POS).
  10. POS Node: The node the sale was conducted on.
  11. Type: The type of batch (Auto or Manual).
  12. Total Records: Total number of all Checks.
  13. Total Payment: Total amount in transactions done for the batch, with up to 2 decimal points.
  14. Total Refund: Sum of all the Refund column values.
  15. Total Service Charge: Sum of all the Service Charge column values.
  16. Total Tips: Sum of all the tip values for the batch.
  17. Grand Total: Sum of all the transaction values.
Failed
Select from the following filters and Time Period, then click Apply.

  1. Node: Select from the list of registered POS Nodes (one or more or Select All). A box filled in pink with a check mark means it’s selected, and a blank box is unselected.
  2. Type: Select Offline or Online.
  3. Batch Type: Select the type of Batch (Manual (activated from Node), Auto Batch (set in Back Office), or All).
  4. Data Type: Select Business Date or Batch Settled Date.

For any Failed (unbatched) Transactions: Due to it containing unbatched transactions, they won’t have a Batch Settled Date:

  1. Check Number: Node Number and Check Number (NodeNumber-CheckNumber format).
  2. Date: The date and time of the sale (DD-MMM-YYYY HH:MM AM/PM format).
  3. Card Number: The card number used for the payment (some will be masked, depending on the payment gateway).
  4. Amount: The sale amount, in currency with up to two decimal points.
  5. Tip Amount: The tip amount, in currency with up to two decimal points.
  6. Date: The date and time of the sale (DD-MMM-YYYY HH:MM AM/PM format).
  7. POS Node: The node the sale was conducted on.
  8. Batch Type: The type of batch (Auto or Manual).
  9. Type: The type of transaction
  10. Total Records: Total number of all Checks.
  11. Total Payment: Total amount in transactions done for the batch, with up to 2 decimal points.
  12. Total Tips: Sum of all the tip values for the batch.
  13. Grand Total: Sum of all the transaction values.

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