Transaction Summary

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

PATH: Point of Sale > Reports > Transaction Summary

The Transaction Summary Report prints patron summary information, transaction summary information and purchasable item detail information. The data contained in this report can be used for Monthly Claims submission.

This report is time intensive when multiple schools are selected.

This article includes the following topics:

Report Logic

Report Editor

All schools are available to all users regardless of calendar rights.


Transaction Summary Report Editor

Field Descriptions

Field

Description

Select the school(s) to be included on the report

This field allows users to select one or multiple schools. Once a school is selected, the services tied to the school display in the Select the service to include on the report column.

Select a Sort By option to view the schools in numeric or alphabetical order. Click the All button to quickly select all schools

School Year

This is the school year for which the report results should be generated.

Summary Type

These options allow the user to specify the date parameter(s) of the transactions returned in the report results.

  • Daily--Transactions made on a specified date. When this option is selected, a Date field appears.
  • Period--Transactions made within a date range. When this option is selected, a Start Date and an End Date field appear.
  • Month--Transactions made within the selected month. When this option is selected, a Month field appears.

Date Type

  • Transaction Date--The day on which the transaction occurred.
  • Post Date--The day the transaction was recorded on the patron's account through the server.

Group By

Groups the detailed report results by the Patron, Grade, or POS. See the Report Examples section for more information.

  • If the report results are grouped by Grade, the report includes grade level counts based on the school(s) selected. Report results are sorted by school then sorted by grade.
  • If the report results are grouped by Patron or POS, the report includes a patron column to indicate the student or adult count.

Include

This option allows users to return report results for Students and Adults or Students and Adults separately.

Include Item Category Detail

If this checkbox is selected, the report results include detailed information for each item category.

Include Purchasable Detail

If this checkbox is selected, the report results include detailed information for each item category. The purchasable items are sorted alphabetically and then by service.

See the Report Examples section for more information.

Observe State Exclude

If this checkbox is selected, the report excludes students marked as State Exclude on the enrollment in the Enrollment Counts section only.

Format

The format for the report: PDF or Comma Separated Values (CSV).

CSV files open in Microsoft® Excel®.

Select the service to include on the report

This field displays all of the services tied to the selected schools and allows users to select the services for which report results should be generated. Click the All button to quickly select all services.

If a transaction includes items from more than one service all services must be selected to return the accurate total sales for the date range selected. For example, if a transaction includes items from the Lunch Service and the Ala Carte service both services must be selected to receive accurate total/cash sales.

In addition, the Cash Sales and POS Deposit columns will not be accurate if items from more than one service are served and cash has been paid for only part of a transaction or if a cash payment made during a mixed Service transaction also results in some money being deposited into an account.

Report Examples

Report results are sorted by school then grade when the Group By Grade option is selected.


General Transaction Summary Report

Monthly Transaction Summary Grouped by Grade


Transaction Summary Report--Item Categories grouped by Grade


Transaction Summary Report--Purchasable Items grouped by Grade


Transaction Summary Report--Purchasable Items grouped by Point of Sale

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