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Sales Reports: Sales Audit

Dan Belfield
  • Updated

The Sales Audit report gives you a clear view of the different actions that team members can take regarding transactions at the POS and in the back office, with the option to drill down into the individual transactions where those actions took place. It's designed to help keep an eye on things from a security standpoint.

The report includes information on the following*:

  • Voided Items
  • Cancelled Sales
  • Refunds
  • No Sales
  • Transaction Reversals

For more information on these transaction elements, check out This Article. 

For companies with multiple sites, this can be split per site or can be consolidated for all sites.

If required, this report can be created as a Saved Report and set up to send out periodically. 

 

Report Filters

Access the Sales Audit report via: Reports & Analysis > Sales > Sales Audit.

Select the required report parameter options from:

Select Sites

Select which sites and/or site groups to include in the report.

Date Range

Select which date range to include data for.

View Type

Select whether to view the report as:

  • Consolidated: To combine multiple sites into one consolidated output.
  • Split By Site: To produce a separate output per site, if multiple sites are selected.
  • Split By Location & Site: To produce a separate output per location, per site, if multiple sites/locations are selected. 

Group By

Select whether to group data in the report tables as: 

  • Consolidated: To combine all dates within the date range into one table of data.
  • Sales Date: To split data within the table by sales date.

 

Report Output

Per team member, the Sales Audit report displays:

Team Member

 Displays the name of the team member that closed the transaction.

Voids > Quantity

Displays the quantity of items voided in standard transactions. 

Select this to view a list of each voided item along with the void reasons.

Voids > Value

 Displays the gross value of all voided items. 

Cancelled Sales > Quantity

Displays the quantity of cancelled sales.

Select this to view a list of cancelled sale transactions.

Cancelled Sales > Value

 Displays the gross value of all items included within cancelled sales. 

Refunds > Quantity

Displays the quantity of refunded items. 

Select this to view a list of transactions containing refunded items.

Refunds > Value

Displays the gross refund value for all refunded items.  

No Sale Quantity

Displays the quantity of no sales. 

Select this to view a list of no sale transactions. 

Transaction Reversals

Displays the quantity of transactions reversed via Centegra Plus. 

Select this to view a list of transaction reversals. 

Where applicable, the quantity value can be selected to view details on the items and transactions that make up the quantity selected, with the option to download a CSV export of that sub-set of data. 

 

 

*Note that these actions are POS specific, and all may not be available for selected POS integrations. 

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