Processed Customer Transactions

Description

The Processed Customer Transactions report is a summary report that consists of tables that show a breakdown of carried over, processed, and unprocessed transactions for enterprises subscribed to the Simphony Transaction-based pricing model. Use this report to reconcile an invoice against the number of transactions made in Simphony.

Permissions: Sales and Operations and Administration.

Data Retention Category: Transaction and KDS Details. See Data Retention Limits for more details.

Report Tags

Simphony, Simphony Essentials, Add On Tax, Inclusive Tax, Table Service, and Quick Service.

Carried Over Transactions by Location and Business Date

Visualization: Table.

Permissions: Sales and Operations and Administration.

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Location name.
Carried Over Transaction Count	Integer	Number of transactions that posted during the selected date range, but occurred on prior business dates.

Processed Transactions by Location and Business Date

Visualization: Table.

Permissions: Sales and Operations and Administration.

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Location name.
Processed Transaction Count	Integer	Number of transactions that both occurred and posted during the selected date range.

Unprocesed Transactions by Location and Business Date

Visualization: Table.

Permissions: Sales and Operations and Administration.

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Location name.
Unprocessed Transaction Count	Integer	Number of transactions that have occurred within the selected date range, but were posted afterwards.

Report Notes 

To directly compare with your invoice, use the Business Dates filter to select the start and end dates located on the invoice.

Carried Over Transactions are those that posted during the selected date range, but occurred on prior business dates.

Processed Transactions are those that both occurred and posted during the selected date range.

Unprocessed Transactions are those that have occurred within the selected date range, but were posted afterwards.