Click Reports on the Navigation Menu to enter this section. You will see three options, namely Basic Reports, Detailed Reports and Report Server. Click Basic Reports, you will see four options, namely Financial, Refunds, Sales Summary and Location Performance. In the Financial section, you can see the revenue totals of different payment methods for a defined location and time range. In Refunds, you can see the monthly refund amount of different payment routes and their detailed information. Sales Summary, as the name suggests, provides the data of sales summary for the time range defined in the form of a chart or table. In Location Performance, you can compare the location performance using a chart or table for the selected time range and location. You can navigate to a specific section by clicking on the report button, allowing you to view data based on your needs.
For Canadian users, please note the following information when viewing the Financial and Location Performance report:
When a user in Canada buys multiple cards or buys & adds funds to multiple cards on VC Touch in one order but the kiosk fails to dispense all the cards, the tablet will send a reversal command for the failed card(s), but Everlink will proceed with a refund for the whole order including the dispensed card(s). For this type of scenario, the server will deduct the added value including bonus (if any) from the dispensed card(s). The record(s) to buy such dispensed but refunded card(s) will be asterisked, and the record(s) to add value will be asterisked as well when the deduction fails. If the deduction is successful, two paired records in respective positive and negative amount will be uploaded for each dispensed but refunded card, indicating the process to add value then deduct the value from the added amount. In the Kiosk Revenue section, only the transaction number of the asterisked transaction(s) is counted in the number of purchased cards and reloads.
Financial
Click on “Financial,” and a page containing all the locations will be displayed. Tick the locations where you’d like to view the financial totals, and click the Select button in blue to confirm. You can also use the option button “All” and “None” to select all locations or cancel the selected locations.
On the following screen, you will see a row of presets for you to select the Report Type: Daily/Weekly/Monthly Summary or Custom Summary. Tick the report type needed then select the time range in the Time Field. After all parameters are defined, click the blue Search button, then the corresponding data will be shown in the report list.
Pay at machine Revenue presents the revenue total received for starting machines using credit cards.
Refunds
Click on Reports → Refunds to view the monthly refund totals and details to different types of payment methods. At the top of the Refunds screen, click the Monthly field to define the time range, then click the blue Search button to start the search.
The monthly refund totals for Mobile App, Laundry Card, and Credit Card will be listed respectively. You can also click on the total number links (i.e., the underlined numbers) to obtain the breakdown of each refund.
If you click on the linked number, a page containing the refund details will pop up, where you can see different details based on payment methods as shown in the illustrations below. You can also use the search bar to view information of other months and export the details to an Excel file to your local storage.
Sales Summary
The content will be provided in the following version.
Location Performance
When a Loyalty Program user pays with loyalty points, the transaction number will be counted for this transaction in the Reader section but the transaction amount will not be counted.
Click on “Location Performance,” and you can see a “Filters” bar on the left. The “Filters” bar enables you to set the types of reports based on which locations will be compared.
You can click on the “Compare by” drop-down and the options of reports will appear in the list. For different markets, the types of reports will present different types:
Laundry Market: Total Sales, Cycle, Payment Types and Transactions Reports.
Amusement Market: Total Sales, Game Start, Payment Types and Transactions Reports.
Location Performance - Transactions Reports
To check the transactions reports of the locations, you can select it from the “Compare By” drop-down (directly clicking on the “Transactions Reports” tab on the homepage of vender portal is an alternative channel).
After that, the “Table” view form will stand out (“Chart” is not available for checking the transactions reports).
Select the time filter’s shortcuts: Hourly, Daily, Weekly, Monthly or Custom. The selection of time range shortcuts will determine the selection of the exact dates in the calendar picker underneath.
Then select the branch range, location(s), category as well as the machines.
Click on the “Apply” button to generate the transactions reports for the selected locations within the defined filters.
Please click on “How to Use this report” to get a quick view and guidance of the Transactions Reports.
In the generated transactions reports, you will find the report divided as two sections:
a quick view of the total revenue and account usage of all locations: collects the total revenue (the number of transactions and the transaction value in multiple payment types) and the account usage (the number of transactions, transaction value, value/bonus credits, etc.)
a display of the list of locations with the number of transactions, which can be viewed by left-and-right time arrow.
To check the transactions details of a particular location, you can click on a location’s name in the list and in the detailed transaction page of the location, you can find the total revenue, account usage, the machine’s transaction details as well as the totals of the payment types.
total revenue and account usage of the location
transaction totals from readers (if any)
transaction totals from AVU (if any)
transaction totals of payment types
Highlight Functionality 1: Add Payroc Refund in Transaction Report
Refunds completed through Payroc will be collected and shown as numbers highlighted in red brackets, which can be seen respectively in the Summary Report and location reports based on the filters of time, location and machine. The sum of the refund values will be attached next to the total revenue value in the Summary report, while a specific refund’s value generated at each location will be shown in the Location report. The refund value will be displayed in the form of “-$X.XX” (minus sign plus the value).
Update MIDs in Settings to Turn Off Notification
It should be noted that the refund value will not be included in the Transaction Report unless you update the Merchant Identification (MID) under vendor’s settings, which will remind you with a pop-up prompt every time the Transaction Report page is loaded. To update your MIDs, the server owner should first go to Settings -> Credentials for New Deployment (Automation) (Payroc) to configure Mobile ID, Kiosk ID and Ultra ID, correspondingly. Each ID will be affiliated with a Template ID that can be manually entered or automatically filled in by clicking on the corresponding ID differentiated by markets from the “Select Template Group” drop-down menu. With the update of the merchant IDs, you can go back to the Transaction Report to view the refund value generated via Payroc and the notification message will not prompt again.
Note: If a vendor staff has clicked on “Don’t show again” in the pop-up notification when viewing the Transaction Report, other vendor staff or admin will still receive the notification when they check the Transaction Report, unless the server owner has updated the MIDs under Settings.
Highlight Functionality 2: Involve Ticket Payouts for Enhanced Financial Insights of Transactions Report
The location admin(s) or vendor admin(s) can define the ticket-to-currency rate to keep track of how much value is being given away through tickets, which will greatly enhance the financial insights of the transactions report.
1. Configure A Tickets-to-Value Conversion Rate at Vendor’s Settings
First, go to vendor portal → Settings → General Settings and locate a section named “Tickets to Value Conversion Rate” where you can enter an exact ticket-to-value rate (the default conversion rate is $0.01, namely one ticket equals to $0.01). Click on “Save Changes.”
The value should range from 0 to 10. Numbers only.
The rate shall follow the currency symbol configured in Universal Server → Company Management.
The rate value will be used to calculate the “Total Ticket Value” in the ticket column.
The changes of the ticket payout conversion will be followed by the historical ticket value.
2. Check Tickets-related Enhancements in Transactions Reports
With the conversion rate configured in vendor’s settings, you can navigate to the transactions reports where the newly added columns related to the ticket payout data will be found in the summary reports of all locations and the detailed reports of a particular location, which helps you to acquire the ticket dispensing performance of each game and location.
E-tickets Issued: the tickets issued with ticket emulator/simulator or game rewards.
Paper Tickets Issued: the tickets issued with the paper ticket dispenser.
Avg. Tickets per Play
Ticket Value
% Ticket Payout
Calculation Rules:
Avg. Tickets per Play = (E-Tickets Issued + Paper Tickets Issued) / Total Plays
Ticket Value = Number of Tickets * Dollar Conversion Rate
% Ticket Payout = [ (Tickets Issued + Paper Tickets Issued) x Ticket Conversion Rate) / Total Revenue Collected) ] x 100