If you do not see this report in your Report Center, you do not currently have permission to run it. If you feel that this report could be useful for you, but it doesn’t appear on your list, please contact your user administrator for assistance.
IS THIS REPORT RIGHT FOR ME?
Uses |
* User can view card activations and registrations for stores, card templates, and cashiers. |
Restrictions |
Can only be used for one of the following: |
SAMPLE OUTPUTS
One Store, Unlimited Days
All Stores, One Month
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
This reports has two tables of data in the report output. The top part of the report rolls all of the results up to one line per store. The bottom portion of the report separates the same date into rows by card template and cashier. This report shows the store, the number of cards activated (or “sold”) and the number of cards that have been registered. It also shows for each store the cashier ID and number of cards activated and registered. This report is useful for determining well-performing stores and cashiers as well as those who can improve. Many restaurants groups choose to boost enrollment and registration by holding server contests. This report will show which servers and locations should win such a contest. Note that the cashier ID is the ID of the server who was logged in at either the time of card swipe or the time of check close, depending on your POS setup. You may notice that the number of cards registered is greater than the number of cards sold. This is because the report includes cards that may have been activated before the time period for which the report was run. |
Column Name | Definition |
Store Number | The Paytronix number for the store where the card was activated (enrolled) |
Store Name | The Paytronix name for the store where the card was activated (enrolled) |
Card Template | The Paytronix name for the card type. For more information on card templates, see: Card Templates. |
Cashier ID (Second Part Only) | The POS ID of the server who was logged in at the time of card swipe or the time of check close, depending on your POS setup |
Cards Sold | The number of cards activated (“sold”) during the time period for which the report was run |
Cards Registered | The number of cards registered during the time period for which the report was run |
Percent Registered | The percentage of cards enrolled that were registered |
I LIKE IT, SO HOW DO I RUN THIS REPORT?
First enter the date range for which you’d like to run the report. The report can be run for unlimited days for one store or for up to 35 days for all stores.
Quick Date: Here you can choose Yesterday, Today, the current month, or last month. If you have set up by your custom fiscal periods, you may also choose to run the report by fiscal period.
Manual Date Entry: Here you can type in your desired date range or find the day by clicking on the calendar icon to the right.
Check the “All” box if you would like to include all stores. You can also enter a specific store code to see one store or select a store group from the drop down box.
Select the desired card templates from the drop down menu or leave “All” selected.
Click Submit!
Note: This report is updated in real time.