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Reports - ECM

Reports - ECM

In ECM, a variety of helpful reports provide detailed information important to the business, including sales reports, product reports and employee reports. 

  • Options include the ability to run reports for one of more sites and for specified business date ranges.

  • Real-time transactional data updates:

    • Accounts can elect to expose transactional data (send, submit, print, pay, finalize, refund check) in real time in the data service, which can then be viewed on reports. (Account-level feature toggle; contact your CBS rep to have this set if desired.

  • Report differences:

    • DSR data is collected at the end of day or when a house cashout is run.

    • Sales summary data gathers up all the checks in ECM that are sent when transactions are done.

    • R365 pulls data from the sales summary not the DSR data.

  • A user must have permission set to access specific reports. This is set in ECM Dashboard > Users > Roles > ECM Access

    • The reports that a user does not have permission to access will be hidden. If the user does not have permission to view ANY reports, a message will be shown: Permission required to access reports. 

To access the ECM reports, select Reports from the Reports tab drop-down. 

 

When the reports page loads, it defaults to display the Sales Summary Report for the current date. 

A list of available reports is shown in the left-side page navigation. Reports are grouped by report type (Sales, Products, etc.). 

Report Descriptions 

Reports are grouped by type of report: sales reports, product reports and employee reports.  

Sales Reports