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.
All the Location Performance reports data will be synchronized and updated every 30 minutes.
Location Performance - Transactions Reports
For laundry market, the reader-related transaction data will be updated daily at 3:15, 9:15, 15:15 and 21:15 (server time).
For amusement market, the daily update time for reader’s transaction data are 1:00, 7:00, 13:00 and 19:00 (server time).
For both laundry and amusement markets, the AVU Kiosk and mobile refills transaction data will be updated every ten minutes.
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 vendor 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 the 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 Feature 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 Feature 2: Add Ticket Payouts for Amusement Market
The location admin(s) or vendor admin(s) from the amusement market can define thew 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. You can follow the instructions below to preset the conversion rate in General Settings and check the new columns that supports the tickets transaction data. The transaction data of the new tickets-related columns will be updated every 6 hours (server time).
1. Configure Tickets-to-Value Conversion Rate in General Settings
First, you should 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.”
a. The value should range from 0 to 10. Numbers only.
b. The rate shall follow the currency symbol configured in Universal Server → Company Management.
c. The rate value will be used to calculate the “Total Ticket Value” in the ticket column.
d. 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 General Settings, you can navigate to the transactions reports where some ticket-payouts-related columns have been added 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. Please see the screenshots below that includes the new columns added in Transactions Reports to support this feature.
Locations Transactions Report
A Location’s Summary Transactions Report
A Location’s Payment Types Transactions Report
The descriptions of the newly added columns can be found in the table as below:
New Columns | Descriptions |
|---|---|
E-tickets Issued | The tickets issued with the ticket emulator/simulator or game rewards. |
Paper Tickets Issued | The tickets issued with the paper ticket dispenser. |
Avg. Tickets/Play | The value of Avg. Tickets/Play can be calculated as: Avg. Tickets per Play = (E-Tickets Issued / Total Game Card Transactions on Machines) |
Ticket Value | The Ticket Value can be calculated as: Ticket Value = Number of E-Tickets * Dollar Conversion Rate |
% Ticket Payout | The % Ticket Payout can be calculated as: % Ticket Payout = [Ticket Value / Total Game Revenue] * 100%, where “Total Game Revenue” comes from the game cards revenue amounts (= Total Game Card Transactions on game machines * price of each transaction). Note: for credit mode locations, you can use the exchange rate configured via Location Management → Edit/View Location → Options → Exchange Rate in which you can specify the amounts along with their corresponding credits (Please see the screeshot below)  Location Managment → Locations → Options to configure the exchange rate of credits |
Highlight Feature 3: Add Privilege Transactions for Amusement Market
Privilege-oriented usage transactions data have been flexibly incorporated into the Transactions Report, offering crystal-clear insight into the privilege usage for the operators in the amusement market.
The elements affected include the account usage, locations summary and the breakdown report of a specific location:
1) Account Usage: the amount of privilege-based plays have been added to the total amount of “Transactions” under the “Account Usage” column, and the specific amount of privilege plays can be found in an independent column under “Game Card.” The operator can quickly capture all privilege transactions in this section.
2) Location’s Summary Report: the Privilege Plays have been added to the total of transactions in the summary report of all locations. Apart from it, the operator can check the accurate amount of privilege plays in a separate column named “Privilege Plays.” In regards to the tickets issued by the privilege plays, these records have been counted with the total amount of E-Tickets Issued.
3) Breakdown report of a specific location: the operator can evaluate the performance of the privilege plays in the breakdown report of a specific location. By clicking on the location name in the summary report, you will be redirected to the breakdown report; the value of the amount of plays is added under the “Transactions” in the “Account Usage” column. Additionally, the exact amounts of the privilege plays will be found based on the engaged payment type under the “Game Card” column.
4) Machine Transactions Report: the number of privilege plays can also be checked from the machine’s perspective. The amount of privilege plays will be added to the total Transactions; the operator can check the specific amount of privilege plays as a separate column under the “Game Card” section.
