This article describes how to view the Batch Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.
In this article:
To view the Batch Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Sales.
- On the Sales menu, click Batch. The Batch Report is displayed.
Headings in the Batch Report
|ID||The transaction ID is listed in this column.|
|Date||The date and time that the transaction was processed at is listed in this column.|
|Client||The name, email, and phone number of the client who the transaction was processed for is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.|
|Purchase||The name of the item that the transaction pertains to is listed in this column.|
|Payment Type||The payment method used to process the transaction is listed in this column, along with the last 4 digits of the credit card used.|
|Credit Card Type||The type of credit card (i.e.: Mastercard, Visa, etc.) used for the transaction is listed in this column.|
|State||The current state of the transaction is listed in this column (i.e.: Success, Refunded).|
|Debit||The value of the transaction is listed in this column.|
|Credit||The value of the transaction is listed in this column.|
|User||The staff member whose account was used to perform the action is listed. Actions that were not performed directly by a staff member (e.g., automated billing) are listed as automatic payments. Hover over this name to view the IP address from which this action originated.|
|Action||A menu can be expanded for each transaction by clicking the arrow in this column.|
For transactions that have the Success state, you can click in this menu to view the transaction details, issue a refund, view the invoice, or issue a receipt.
For transactions that have the Refunded state, you can click in this menu to view the transaction details.
Advanced filters in the Batch Report
|Payment Method||Use this filter to determine which sales to include in the report based on the payment methods used.|
|Groups||Use this filter to determine which clients to include in the report based on their client group.|
NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
|Transaction Status||Use this filter to determine which transactions to include in the report based on their transaction status.|
|Revenue Categories||Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.|
|Locations||Use this filter to determine which business location(s) 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 who are signed into Location A and purchases made through the Achieve Client App by clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web 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.|