Report Information
The Transaction Analysis report provides a detailed view of every transaction recorded at selected sites within a chosen date range. It’s especially useful for identifying specific transactions for further review through the Transaction Detail, making transaction tracking more efficient and precise.
Access the Transaction Analysis report via: Reports & Analysis > Sales > Transaction Analysis.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
| Select Sites |
Select which sites and/or site groups to include in the report. |
| Date Range |
Select which date range to include sales for. |
| Tables |
If required, select a specific table or a list of tables to include. |
| Locations |
Select which location(s) to include, based on the selected site(s). |
| Team Members |
Select which team member(s) to include in the report. |
|
Tills |
Select which till(s) to include. If left blank, all tills will be included. |
Report Output
The report contains a list of all transactions grouped by site, where you can select the Transaction ID to view each transaction in full detail.
Additional information on this view
The table below summarises the data shown in each column of this report view.
| Transaction ID |
Displays the unique ID for the transaction within Centegra Plus. Select this to view the Transaction Detail. |
| Ext Txn ID |
Displays the transaction ID provided by the POS or remote sales source. |
| Order Ref |
Displays the customer facing order reference provided by the POS or remote sales source. |
| Transaction Date |
Displays the date and time that the transaction took place. |
| Location |
Display the location within the selected site where the transaction took place and is assigned to. |
| Till |
Displays the till that the transaction is assigned to. |
| Sale Type |
Displays the Transaction Type for the transaction. |
| Covers |
If applicable, displays the number of covers assigned to the transactions. (This can be edited by selecting the covers value, entering a new value and selecting [SAVE].) |
| Table Number |
If applicable, displays the table number that the transaction took place on. |
| Gross |
Displays the total gross sale value. (Excludes discount.) |
| Net |
Displays the total net sale value. (Excludes discount and tax.) |
| Tax |
Displays the total tax value. |
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