Transaction Reporting
Pending Deposit Report
Pending Deposit Report The Pending Deposit Report provides a list of clients who attempted to book an appointment online but did not complete adding a token on file or paying a required deposit for online booking. This report allows you to view ...
Credit Card Batch Report
Location: Reports > Transaction Reports The Credit Card Batch Report exclusively reports on transactions where the payment used STX Payments integrated credit card processing. The report focuses on a single day's transactions starting at 9:30 PM EDT ...
Total Sheet Report
Location: Reports > Transaction Reports The Total Sheet is a great report to run daily, weekly, monthly, or anytime you need a full snapshot of your business. It provides a summary of key data including worker sales, company sales, ticket ...
Refund Report
Location: Reports > Transaction Reports The Refund Report provides a detailed view of all refunded tickets, including information on whether products were restocked or if refunds were deducted from a worker’s compensation. This report can be exported ...
Voided Ticket Report
Location: Reports > Transaction Reports The Voided Ticket Report displays details for any tickets that have been voided within the selected criteria. This report helps track and review voided transactions for recordkeeping and auditing purposes. The ...
Price Adjustment Report
Location: Reports > Transaction Reports The Price Adjustment Report provides a detailed view of any changes made to the original price of services or products. This includes both increases and decreases, giving you clear visibility into pricing ...
Promotion Report
Location: Reports > Transaction Reports Promotion List Report The Promotion List Report provides a detailed breakdown of promotions applied within a selected date range. The report can be generated for the business as a whole or by a specific worker ...
Payment List Report
Location: Reports > Transaction Reports The Payment List Report includes all payment methods used within the specified date range. This report reflects every payment type configured in Setup > Setup Payment Types and displays each closed ticket along ...
Daily Cash Drawer Report
Location: Reports > Transaction Reports The Daily Cash Drawer Report provides a detailed view of all transactions and activity for each configured cash drawer, as defined in Setup: Setup POS & Devices. This report is useful for reconciling cash, ...
Ticket Details Report
Location: Reports > Transaction Reports The Ticket Details Report provides a detailed view of checked-in, partial payment applied, completed, and refunded tickets within a selected date range. This report includes ticket numbers, client names, ...