The Miscellaneous Items report displays the net value of miscellaneous items (both sold and paid). You can use this report to view additional details about the sales of miscellaneous items.
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Information
The amount paid displayed in this report should match the End of Day Summary report for the same date range. For more information, refer to End of Day Summary. |
Miscellaneous Items Report Criteria
The following table describes this report’s criteria:
Criteria |
Description |
Item Type |
Enables you to filter the report based on the selected type(s) of miscellaneous item:
- Memberships
- Merchandise
- Other
- Pass
To select more than one miscellaneous item type, hold CTRL or SHIFT while making your selections.
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Other Category |
Enables you to filter the report based on miscellaneous items within the selected Other categories.
To select more than one other category, hold CTRL or SHIFT while making your selections. |
Membership Category |
Enables you to filter the report based on miscellaneous items within the selected Membership categories.
To select more than one membership category, hold CTRL or SHIFT while making your selections. |
Merchandise Category |
Enables you to filter the report based on miscellaneous items within the selected Merchandise categories.
To select more than one merchandise category, hold CTRL or SHIFT while making your selections. |
Pass Category |
Enables you to filter the report based on miscellaneous items within the selected Pass categories.
To select more than one pass category, hold CTRL or SHIFT while making your selections. |
Transaction Date Format |
Specifies the date to use for the report:
- Date Range
- Previous 7 Days – This does not include today.
- Today
- Yesterday
This is the date that the miscellaneous item was sold.
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Transactions From |
If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date into the field or click to select the date or relative date. For more information, refer to Using the Calendar to Select a Date. |
Transactions To |
If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date into the field or click to select the date or relative date. For more information, refer to Using the Calendar to Select a Date. |
Display Charges Type |
Enables you to further expand 'Sold' and 'Paid' columns based on the selected charge types:
- Commission
- Service Charge
- Tax
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Information
Two other options, User Tax1 and User Tax2, are available. By default they are disabled in the General Configuration application List|Entries page for the Service Charge Types list. To configure these options, they must first be enabled. For information on configuring taxes and charges, refer to Product Configuration Charges. |
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Report Output By |
Enables you to group miscellaneous items in the report by:
- Miscellaneous Item Summary: Provides a summary of the revenue from all miscellaneous items and no additional details.
- Transaction Date
- User Name
- User Role Group
- User Role Name
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Advanced Section
The following criteria is available in the advanced section:
Criteria |
Description |
User Name |
Enables you to filter by the selected users.
Enter the user name and press ENTER or click to search for the user(s). For more information on searching for a user, refer to The Find Users Dialog Box.
This is the user who sold or updated the miscellaneous item. |
User Role |
Enables you to filter by the selected user roles.
This is the user who sold or updated the miscellaneous item charge.
To select more than one user role, hold CTRL or SHIFT while making your selections. |
User Role Group |
Enables you to filter by the selected user role groups.
This is the user who last updated the order.
To select more than one user role group, hold CTRL or SHIFT while making your selections. |
Miscellaneous Report Output
The following table describes the report’s output:
Column |
Description |
Miscellaneous Item Summary |
The net value of miscellaneous items sold and paid.
The total amount paid should match the End of Day Summary report for the same date range. For more information, refer to End of Day Summary. |
Miscellaneous Items |
Miscellaneous items sold and paid based on your Report Output By setting.
This section does not display if you are reporting by Miscellaneous Item Summary. |