Shift Reports

This topic describes the reports available from the Shift menu.

By Production (Shift Menu)

There are three Shift > By Production reports, Payment Allocations, Payment Summary and Non-production Payments.

Payment Allocations


Shift > By Production > Payment Allocations

Selections:

  • Operators
  • Shift start and end


This report lists payment allocations made during the selected shift. Information is detailed, showing:

  • Payment type
  • Production
  • Sale ID
  • Item paid for (e.g. "3 Adult" for three adult tickets)
  • Total allocated
  • Total of payment, if different

Each book type will appear on its own line.

The number of seats/items is expressed as a decimal, e.g. a payment that pays for half of an adult ticket appears as "0.5 Adult".

This report shows allocations and re-allocations for payment made in previous shifts. For example, if previously-paid seats are changed for a different production, this report will show a negative value for the old production and a positive value for the new one.

The shift used to include items in the report is the shift in which allocations were made. For example, seats may have been booked or paid or the payments made in a different shift.

A seat can be given a payment allocation because:

  • A seat is marked as paid and there is already some unallocated payment value. The allocation shift is the same as the shift in which the seat was paid.
  • A payment is made and there are already seats marked as paid. The allocation shift is the same as the shift in which the payment was entered.
  • A previously paid seat is released, and there are already other seats marked as paid. The allocation of the seats being deleted is transferred to the other seats so that the allocation shift is the same as the shift in which the seats were deleted.

This report includes seats and fees.

Payment Summary


Shift > By Production > Payment Summary

Selections:

  • Operators
  • Shift start and end
  • Display redeemed value for credits/vouchers (Yes/No)
  • Display detail report (Yes/No)
  • Display payment type detail for all payment groups (Yes/No)


This report shows production sales made within a given date range by selected operators. Information is broken down by shift and then production. The report lists values for each payment type.

This report is by shift; it is restricted to the date ranges defined by shifts. It uses payment allocations to calculate its totals, and unpaid seats and unbalanced sales are excluded. This is the shift in which the payment was made, which means that the report totals can vary if payment allocations have changed because of deleted sales causing re-allocations, etc. For example, a payment may be entered on Monday, but the seats are not marked as paid until Tuesday, in which case the payment will appear on Monday’s report, not on Tuesday’s report.

The next version of this report to be released will use the shift in which the allocation was made, which means that the report may include allocations to payments made in a previous shift (e.g. entered the payment on Monday, remembered to mark the seats as paid on Tuesday - this appears in Tuesday’s report, not Monday’s), and also means that once the shift is closed, the report will always be the same no matter what’s happened with payment allocations since.

This report includes seats and fees.

Non-production Payments


Shift > By Production > Non-production Payments

Selections:

  • Shift


This report shows merchandise sales (e.g. books, valued vouchers, etc) for a specified shift. Information is broken down by time of transaction and lists:

  • Operator
  • Booking ID
  • Payment type
  • Product
  • Value

This report only shows paid and allocated items (i.e. excluded unbalanced sales and items not marked as paid). The report only shows items that cannot be allocated to a production, which can include vouchers and can include fees defined by a season rather than by a production.

The shift used to identify the products is the shift in which the payment was made.

Payments Summary


Shift > Payments Summary

Selections:

  • Operators
  • Shift start and end
  • Display detailed breakdown (Yes/No)
  • Include payment type detail for payment groups (Yes/No)


This report shows all transactions made by all selected operators in the designated period. Information is broken down by payment type and lists payment count and value.

The detailed report, if selected, shows transactions by each operator for the designated period. Information is broken down by operator and then payment type and lists payment count and value. The report also contains a grand total, broken down by payment type, for all operators.

This report is about payments only; no seat or production information is included. The report lists all payments received by the selected operators, broken down by payment type. The counts are payment counts, not seat counts, and all values relate to the value of the payment, not the seats (which may or may not be the same).

Payments Transaction Audit


Shift > Payments Transaction Audit

Selections:

  • Operators
  • Shift start and end
  • Display redeemed value for credits/vouchers (Yes/No)


This report shows every individual transaction made by selected operators within a designated period. Information is broken down by customer name and lists:

  • Payment type
  • Sale value
  • Payment time

This contains the detail of payments received, as opposed to the Shift > Payments Summary report, which contains those payments totalled up.