Insurance Benefits Report

To access and use the Insurance Benefits Report in the SoftPoint dashboard, follow these steps:

Accessing the Insurance Benefits Report

1. Log in to the SoftPoint Dashboard.
2. Go to Reports: Under the OPERATIONS tab on the left side, select Reports.
3. Locate the Insurance Benefits Report: Scroll down to the Payments and Discounts section on the right.
4. View the Report: Click the View button next to the Insurance Benefits Report.

Using the Insurance Benefits Report

• Once you run the report, it will display the following details:
  • Type of Transaction
  • Status (e.g., Approved or Declined)
  • Transaction ID
  • Ticket Number
  • Employee
  • Guest
  • Base Amount
  • Tip Amount
  • Surcharge
  • Total Amount
  • Payment Method
  • Date and Time of Transaction

Search and Filter Options

• The upper section allows you to search by:
  • Transaction ID
  • Ticket Number
  • Employee
  • Guest
  • Last 4 Digits of a Card
• Date Range: Select from options like:
  • Today
  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • This Month
  • Last Month
  • Custom Range
• Location Filter: For corporate users, you can select one or multiple locations.

Generating the Report

• After setting up the filters, click the Search button on the right to generate the report.
• In some cases, the report may also display the type of gift card used (e.g., OTC or Venmo).