Refunds Tracking
Tip
Use the Trend Analysis report to review refunds
activity as reported by the POS
If you are able to post refunds data from your POS data, you can run a trend
analysis report that helps you identify issues related to refunds that may
warrant attention. Availability of trend data is POS specific. See the "Trend
Analysis" section in Chapter 3 of the Computerized Daily Book User's Guide
for a list of available trends listed by POS.
To run a Trend Analysis report on Refunds Count:
- In CDBWin, on the Reports menu, click Daily Book > Trend Analysis.
A report filter window appears:
- Use the filter to tailor the report to your needs:
- Report Type — From this box, select the desired trend report. In this example, select
Refunds Count. The selections that appear in the
box reflect the
reporting options supported by your POS.
- Graph — Select this check box if you wish the report to display in graph
form. Clear it if you wish only to run a text-based report.
- Register — Reports can be run by specific POS system number (as defined
in CDBWin). Some sites use separate POS systems. From this box, select the POS
system for which you wish to report or leave blank for all.
Defining registers is explained in Chapter 1 of the CDBWin User's Guide in
the section titled, "Locations."
- Beginning/End Date — Limit the date range of the report by using the boxes
or the calendar buttons.
- Click View or Print.
- Each line entry on the text-based version of the Trend Analysis report represents
one closed shift/day and contains
the following information to assist in decision-making:
- Seq # — CDBWin assigns a sequence number to each CDB shift record for
reference.
- POS Seq# - Date — This is the corresponding sequence number generated by the POS,
along with the date that the shift was closed, again for reference.
- Register # — The POS system from which the trend statistics were polled.
- Amount — In the case of the Refunds Count report, the number of
refunds that occurred at the POS during the shift. Two decimal places are used.
- Here is the same report in graphical format:
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