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    Guest Check Transaction Detail
    • 09 Jul 2024
    • 2 Minutes to read
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    Contents

    Guest Check Transaction Detail

    • Updated on 09 Jul 2024
    • 2 Minutes to read
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    Article summary

    The Guest Check Transaction Detail allows users to view transaction details on individual guest checks to effectively address customer concerns. For example, if a customer has a complaint about the quality of their meal and requests a refund, the user can run this report to gain details about the transaction and refund the relevant items in the guest's order. The report provides access to comprehensive check information, including the check number, cashier name, items sold, any discounts applied, the total amount of the charge, any change due, and the method of payment.

    Transaction data can be pulled based on a specific date range and location and can be filtered by service type, such as drive thru of take out orders.

    Navigation

    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select Op.Analysis.
      The screen generates a list of reports in alphabetical order.

    3. Locate the Guest Check Transaction Detail.

    4. Select Customize to adjust the report parameters and run the report.

    Report Parameters

    Field

    Description

    1

    Location

    Location for which to run the report.

    2

    Week Ending

    Last date of the week for which to run the report.

    For example, if a customer requests a refund or discount on a meal they had earlier this week but cannot remember the exact day of the week when the meal was ordered, the user can select Today to view transactions from the last 7 days.

    3

    Service Type

    Type of service the guest received, such as Drive Thru, Take Out, or Table.

    4

    Sales Ticket Number

    If the information is available, the user can enter the sales ticket number (also known as the check number, receipt number, or order number) in this field to further filter the report.

    5

    Menu Item Name

    Name of the menu item that the guest ordered. Entering a menu item name further filters the report so that only transactions involving that menu item appear.

    6

    View options

    This section provides options to select, save, edit, or delete a report view.

    7

    Run

    Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report.

    Report Columns

    Column

    Description

    Check Number

    Number used to identify the check. This might also be called a ticket number, receipt number, or order number.

    Sales Date

    Date when the transaction occurred.

    Sales Time

    Time of day when the transaction occurred.

    Cashier Name

    Name of the cashier who processed the transaction.

    Discount Amount

    Amount subtracted from the total due to discounts or promotions.

    Tax Amount

    Taxes paid on the transaction.

    Total Amount

    Total amount paid on the transaction.

    Payment Method

    Method of payment used by the guest, such as credit card, cash, or check.

    Menu Item

    Name of the menu item sold.
    This field appears when a transaction row is expanded.

    Qty

    Number of items sold.
    This field appears when a transaction row is expanded.

    Amount

    Amount charged for the item.
    This field appears when a transaction row is expanded.

    Voided

    Amount voided or returned to the guest.

    This field appears when a transaction row is expanded.

    Email, Export, or Print the Report

    This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn how to send, export, or print this report here.

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