In this article:
To view the Batch Report:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Reports. You can filter the list by entering Reports into the Search field.
- On the Reports menu, click Sales.
- On the Sales menu, click Batch. The Batch Report is displayed.
Summary cards in the Batch Report
|Total Revenue||The total amount of revenue generated including taxes during the selected date range.|
|Failed||The total amount from failed transactions during the selected date range.|
|Failed Payments||The total number of failed payments during the selected date range.|
|Transactions||The total number of transactions during the selected date range.|
Headings in the Batch Report
|ID||The transaction ID for the processed transaction.|
|Date||The date and time the transaction was processed.|
|Client||The name and email of the client who made the transaction. Details such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance are denoted by small icons.|
|Purchase||The name of the item purchased.|
|Payment Type||The type of payment method used to process the transaction, along with the last four digits of the card used.|
|Credit Card Type||The type of credit card used for the transaction, such as Mastercard or Visa.|
|State||The current status of the transaction.|
The list of transaction status includes:
|Debit||The value of the debit transaction.|
|Credit||The value of the credit transaction.|
|Surcharge||The value of the surcharge on the transaction.|
|User||The name of the staff member who processes the payment. Actions that weren’t performed directly by a staff member such as automated billing are listed as automatic payments. Hover over the name to view the IP address of the user.|
|Actions||An expandable menu that allows you to view or edit the transaction details, issue a refund, void the transaction, view the invoice, or view, print, or email a receipt.|
NoteStaff members must have the required client permissions to perform these actions. For more information, see Staff role permissions.
Advanced filters in the Refunds Report
|Payment Method||Use this filter to determine which sales to include in the report based on the payment methods used.|
|Transaction Status||Use this filter to determine which transactions to include in the report based on their transaction status.|
|Locations||Use this filter to determine which locations to include in the report.|
You can also use this filter to view purchases clients are making online. For example, if one of your business locations is named Location A, there will be both a Location A filter and a Location A Online filter available. The Location A filter will filter for sales made by staff members through the Elevate Staff App or who are signed into Location A for clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App or the Achieve Client App by clients whose home location is Location A.
|Credit card type||Use this filter to determine which transactions to include in the report based on the type of credit card used to complete the transaction.|