Transactions Report

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

Accessing the Transactions 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 Transactions Report: Scroll down to the Payments and Discounts section on the right.
4. View the Report: Click the View button next to the Transactions Report.

Using the Transactions Report

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

Advanced Search Options

• In the top-right corner, you’ll find the Advanced Search option, which allows further filtering based on:
  • Customer Information: First Name, Last Name, Phone Number (if biometric payment was used).
  • Transaction Type: Sale, Authorization, Void, Refund, Capture, Decline, Tip Adjust, Credit, Batch, Reversal, EBT Inquiry.
  • Payment Type: POS Payment, Processor Payment, Standalone Transaction.
  • Tender Type
  • Employee
  • Status: Approved, Declined, Pending Review, Capture, Rejected, Refunded, Partially Refunded, Voided, Reversed.
  • Processor: If multiple processors are set up, you can choose the desired one.

Generating and Viewing the Report

• After setting up the filters, click the Search button on the right to generate the report.
• The report displays:
  • Payment Type (Sale, Void, Refund, Authorization, Capture)
  • Status (Approved or Declined)
  • Transaction Number
  • Ticket Number
  • Employee Who Processed the Payment
  • Base Amount
  • Tip Amount
  • Surcharge
  • Total Amount
  • Payment Method (e.g., Cash, AMEX, VISA, MasterCard, Discover, Other)
  • Last 4 Digits of the Card
  • Date and Time of Transaction