FasCard Admin Site - Reports
The Reports page is only accessible by users with Admin or Report Admin privileges. This page is used to generate and display a variety of reports for a specific location.
Generating and Reading Reports
The Table of Contents (above) can be used to skip to a specific report description, if desired.
Boxes like this one appear frequently throughout this document and contain helpful tips related to specific reports and the Reports page in general.
The FasCard system includes a wide array of reports designed to provide a dynamic, up to the minute view of store performance and system activity. All reporting functions can be reached by logging into the FasCard Admin site and navigating to the Reports tab.
Report Selection
When first accessing the Reports tab, there will be a visible Report Settings box, followed by two dropdowns: "Report:" and "Time Zone:".
Reports are group-sorted based on the class of reporting:
Admin | Credit Cards | Employees | Equipment/Machines | Loyalty | Sales | Wash-Dry-Fold* |
|---|---|---|---|---|---|---|
Billing History | Captures | Employee Activity | Collections | Coupon Performance | Coin/Cash Totals | WDF Order Detail |
Open Authorizations | Scheduled Tasks | Machine Activity | Loyalty Accounts | Income | WDF Totals | |
Transactions | Work Schedule | Machine Utilization | Loyalty Acquisition | Sales Comparison | ||
Multi-Vend Analysis | Loyalty Bonus | Sales Detail | ||||
Pricing Summary | Loyalty Cash | Sales Interval | ||||
Turns | Loyalty Totals | Sales Total |
Wash Dry Fold
*Wash-Dry-Fold reports are only available for accounts with WDF enabled.
Copying FasCard Reports to a Spreadsheet
FasCard reports are designed to be easily exported to a spreadsheet program (e.g. Microsoft Excel, etc).
General Settings / Location Selection
The location selection section shows a list of all configured locations and location groups (if enabled). Users can select one or more check-boxes from this list to view reports for a single location or all locations in a specific group. Users can also use the search function by entering the location name into the 'Search for location' field and clicking Search. This field can be cleared and the list of locations returned by clicking Reset.
When an account only has one location associated, the singular location will still display in the 'Location Selection' section but is check-enabled by default due to no other locations present.
Tips
Generally, if a report is generated for multiple locations, the information will be displayed with new headers for each location in alphabetical order. This is akin to running a single report for each selected location. Some reports summarize the information from multiple locations into a single report, however, and will not display additional headers.
Some reports offer an option to 'Summarize Locations' which will provide a chart with a summary of the results before providing the individually selected locations.
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Report Settings
This section allows a report to be selected and certain filters to be applied to individual reports. Select the appropriate report and relevant filters. Click Generate to create and view the report.
The following report settings will persist when generating multiple reports::
Time Zone
Start Date
End Date
Summarize Locations*
*Summarize locations are only present in the following reports:
Transactions
Coin/Cash Totals
Sales Detail
Collections
Sales Total
Sales Interval
Loyalty Acquisition
Sales Comparison
Sales Starts
Locations will persist until a report that only generates for all locations is selected.
Report Generation Timestamp
Each report will display the date/time at which it was generated. This timestamp will appear under the report title, as shown in the image below.
Report Descriptions
Some reports can be emailed once generated. Just enter a valid email address into the appropriate field and click 'Email Report'. To send a report to multiple email addresses at once, separate addresses with a comma (e.g. john@aol.com,bob@yahoo.com).
When emailing a generated report, any hyperlinks from the available online report will not transfer and would need to be accessed on the Admin Site directly to view linked loyalty details or other additional linked information.
Detailed descriptions of all FasCard reports can be found below. Each section contains a sample of the generated report as well as tables describing the functions of the available filters along with a description of the generated content.
Admin
Billing History
The Billing History report is an administrative report that displays and breaks down the various costs that go into a FasCard/FLEX account's monthly bill. All pertinent data is compiled and calculated into this report.
Credit Cards
Captures
The Credit Card Captures report is a date driven report that displays the end of business day total for credit card transactions. It also summarizes the total credit card transactions for the dates selected. This report is often used to help reconcile bank statements and credit card settlement statements from a merchant processor. Click the expanding header below titled Credit Card Captures for detailed information on generating and reading the report.
Open Authorizations
The Open Credit Card Status report is a live report that shows the state of all of the open credit card authorizations. It also shows any captures or capture errors that have occurred within the last 24 hours. The report lists the most recent credit card activity at the top. Click the expanding header below titled Open Credit Card Status for detailed information on generating and reading the report.
Transactions
The Credit Card Transactions report is a date driven report that displays a sorted listing of individual machines started by credit card. This report can be filtered by specific locations and/or individual credit cards in the Report Settings option fields and allows users to generate transaction details for individual customers. Click the expanding header below titled Credit Card Transactions for detailed information on generating and reading the report.
Employees
Employee Activity
The Employee Activity report is a date driven report that displays the machine activity for employees. This report can be filtered by user and/or machine by altering the values in the Report Settings option box. Click the expanding header below titled Employee Activity for detailed information on generating and reading the report.