If you have many organizational units, the Organization Comparison helps you to compare their productivity with each other. Operating and personnel costs are also compared among Organizational Units.
You can also sort the order of your organizational units on the report according to different criteria. The time span of the report can also be defined.
Viewing an Organizational Unit Report
To view the comparison report, go to the Organizational Unit Overview screen. This is done by going to Settings > Organizational Units.
Once there, click on “more” then click on the Organization Comparison from the drop down menu.
You will then be presented with the comparison screen. Click on the update button to view a summary report of your organizational units.
For this organizational report you have the following columns:
- Gross Revenue: Total amount the units have made before taxes and expenses.
- Net Revenue: Total amount the units have made after taxes.
- Tax: Total amount in taxes generated from all transactions. To view a detailed tax report, view our tax report manual page for more information.
- Gross Receipt Discount: Total item discounts before taxes.
- Net Receipt Discount: Item discount amount after taxes have been taken out.
- Total Receipts: Total receipts processed for the selected unit(s) across all the terminals.
- Valid Receipts: Amount of receipts that have been processed and paid.
- Voided Receipts: Receipts voided out from the system.
- Profit: The amount an organizational unit has made after taxes and expenses.
- Expenses: The amount the organizational unit has spent.
- Max Receipt Amount: The maximum amount recorded on a valid receipt.
- Average Receipt Amount: Represents the average amount of each receipt. This number is based off of the unit’s profit divided by the number of valid receipts.
- Average Item Amount: Average revenue generated by each item.
- Discount: Total amount of discounts applied from over the duration of the report period.
- Average Item Discount: Average amount discounted from an item.
- First Receipt: Represents the date and time of the first receipt.
- Last Receipt: Represents the date and time of the most recent receipt.
You also have a list of each payment method for those units. This section displays the payment methods in use for the units. You will also see the number of transactions ran per payment method. You can also see how much money was made with each payment method. To setup payment methods, visit the payment method manual page for more information.
You also have a break down of each account that you have setup. Just like the payment methods, it lists transactions and the amount for each account. To setup accounts, visit the account setup page for more information.
You also have the ability to change the sort order by using the drop down. This drop down is located just above the report.
NOTE: You will need to hit the update button to view the report with the new parameters you have selected.
To download this report in PDF or Excel formats, simply click on the corresponding buttons.
NOTE: You will need to have the appropriate software programs installed on your computer to view these reports.
