Operations Activity Report
The Operations Activity Report displays operational data and basic statistics for a site or multiple sites. Generate it for a date range, to quickly view an overview of business activity. An Activity by Profit Center section provides a quick-view of total revenue by profit center for the date range. An Activity by Date section provides the first sale of each day, and last sale of each day, total hours and minutes a site was open, and total number of sales, total revenue, and over/short amounts for a site.
- Generate for a range of dates to quickly compare daily hours open, sale counts, revenue, and overages/shortages.
- Generate for single site or multiple sites
- Export a generated report to CSV, HTML, PNG, MHT, PDF, RTF, TXT, XLS, XLSX, or DOCX
All Patheon Portal paginated financial reports include a set of functions to navigate report pages, resize the report view, print the report, and export the report. See Financial Report Tools for detailed information about each tool.
Report Parameters and Tools
The Operations Activity Report tools include Preview Parameters (report time range, site group(s), site(s)), Export Options, and Search. The Preview Parameters section opens by default when the Operations Activity Report is selected from the list of financial reports, instructing, Waiting for parameter values....
PREVIEW PARAMETERS
The Preview Parameters section provides the ability to specify the report time range, site group(s), and site(s) to include in the generated report. It opens by default when the report is first selected.
START TIME
Specify the year, month, day, and time, to include for the first day of the report. The default start time is 7 days prior to the current date, starting at 12:00 AM.
END TIME
Specify the year, month, day, and time, to include for the last day of the report. The default end time is the current date, ending at 11:59 PM.
Enter the same date as the Start Time to generate a report for a single day.
SITE GROUPS
Select the site groups box to open a drop-down list of site groups. Select a single site group, multiple select site groups, or all site groups to include for the report.
This setting includes all site groups (All selected) by default.
SITES
Select the site box to open a drop-down list of sites. Select a single site, multiple select sites, or all sites to include for the report.
This setting includes all sites (All selected) by default.
|
Use the function to return all Preview Parameters settings to their default settings. Use the function to generate the report for the Preview Parameters current settings.
EXPORT OPTIONS
The Export Options section provides the ability to export a generated Operations Activity Report to any of the following file formats:
- CSV
- HTML
- PNG
- MHT
- RTF
- TXT
- XLS
- XLSX
- DOCX
SEARCH
The Search section provides the ability to quickly locate a specific piece of text or data in the generated report.
Text Box
The text box provides a field to input the search criteria. Select Enter on a keyboard or use the provided ^ function or v function to invoke the search.
^ | v
Invoke the search function for the generated report, up or down.
Match case
Select the Match case option to only identify exact uppercase and/or lowercase matches in the results.
Match whole word only
Select the Match whole word only option to only identify exact text matches in the results.
Search Result
The Search Result area lists all search matches in the report. Each match identifies the page on which it is located, and the match is a link that can be selected to highlight its location on the generated report (in the report viewer).
Report Header
The first page header includes who generated the report, the report title, the date and time the report was generated, the sites included in the report, and the time range included in the report.
Generated By
The employee who generated the report.
OPERATIONS ACTIVITY REPORT
The title of the report, OPERATIONS ACTIVITY REPORT.
Generated On
The date and time on which the report was generated, in mm/dd/yyyy format. Note: This is not the date/time range for the data in the report; that is provided in Start Time and End Time.
Sites
The site(s) for which the report was generated.
Start Time
The beginning of the data included in the date and time range for which the report was generated.
End Time
The end of the data included in the date and time range for which the report was generated.
Report Data
The Operations Activity Report data consists of activity (revenue) by profit center and activity (times of first and last sale, hours open, sale count, car count, revenue, and over/short) by date (each day included in the time range of the generated report).
Activity By Profit Center
Displays total revenue dollars for the date range by profit center, with a total, which matches the total down below.
Profit Center
Available profit centers include:
- All
- Wash
Revenue
The total dollar value revenue collected for each profit center for all dates.
Format is $#,###.##.
Total
The total dollar value revenue collected for all profit centers for all dates.
Format is $#,###.##.
Activity By Date
An Activity by Date section displays each date's first sale time-stamp, last sale time-stamp, total hours open, total sale count, total car count, total revenue, and over/short.
Date
The date stamp of each listed sale. If the report is generated for one day, the same date is listed for each sale. If the report is generated for multiple days, different date stamps will be listed.
Format is mm/dd/yy.
First Sale
The time-stamp of the first recorded sale for the corresponding date.
Format is hh:mm AM/PM.
Last Sale
The time-stamp of the last recorded sale for the corresponding date.
Format is hh:mm AM/PM.
Hrs Open
The number of hours and minutes between the First Sale and the Last Sale for the corresponding date.
Format is hh:mm.
Sale Count
The number of recorded sales for the corresponding date. Only paid sales contribute to this value.
Format is #,###.
Total
The number of recorded sales for all dates.
Format is #,###.
Car Count
The number of recorded sales that included a wash service for the corresponding date. This does/does not include re-washes.
Total
The number of recorded sales that included a wash service for all dates.
Revenue
The revenue amount collected from recorded sales for the corresponding date.
Format is $#,###.##.
Total
The revenue amount collected from recorded sales for all dates.
Over/Short
An amount of $0.00 indicates that all cash was correctly tracked and recorded. Any non-zero amount signals a discrepancy between the ending balance input and the balance that Patheon has calculated should be in the drawer at the end of the cash session.
- Negative Value: A negative amount indicates that there is a shortage of cash.
- Positive Value: A positive amount indicates that there is an overage of cash.
Total
The total dollar value the site was over or short for all dates. This should be $0.00.
Report Footer
Page numbers are provided at the bottom of each report.
