Reporting
Hosted Solutions offers a variety of reporting methods that can be exported in various different file formats.
There are four main categories that are used to break down reporting sections and provide a faster and easier way to locate sales information.
- Sales & Usage
- Mobile App
- ExpressPass
- Codes
Sales & Usage
Sales & Usage reports combine information from all areas of Hosted Solutions to provide a detailed overview based on various categories of transactions and exchanges. Great for day to day tracking or the end of the month auditing. Reporting features under this header are able to separate and identify such things as daily and hourly revenue and kiosk usage. Sales & Usage reports have been broken down into 7 reports to make finding information easier and faster than ever. This is where to locate total revenue being generated and current sales transactions as well.
| Daily Report |
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| A top down report that organizes and displays various sales metrics within a day or given time period. |
| Hourly Use Report |
| A report that allows you to itemize various transactions on the hourly basis. |
| Hourly Bar Graph |
| A report that Visualizes transactions on a hourly graph. |
| Revenue Report |
| A report that displays detailed revenue information in an easy to read format. |
| Usage Report |
| A report that displays how many times specific items have been used at a kiosk. |
| Sales Transactions |
| This grid displays Total Sales, Refunds, Change, and Transactions within a set time period. |
| Expiring Cards |
| This grid highlights all cards on file, Active Users, Expired cards and cards on file that are about to expire. |
Sales & Usage Report Details
Below you can learn more about the 7 report types listed in the Sales & Usage category.
Daily Report
The Daily Report is easily one of the most used reports in Hosted Solutions. This report allows you to not only look at one specific date but also a date range if so desired.
This makes the Daily Report a lot more informative than it's name may imply. The easiest way to define the Daily Report is to begin at the top and work down.
| Start Date & End Date |
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| Settings a Start Date will choose at what month and date the report will begin with.
Without an End Date specified then the report will only reflect the information collected from the Start Date. If an End Date is also specified the report will reflect the transaction information within that specified date range. Changing either date value requires "Filter" to be clicked to pull the new information. |
| Location |
| If the information being displayed gets to be too much due to a large amount of traffic at multiple locations.
You can choose a specific location from this drop down to instantly filter out data that is not associated with the location. You may change this at any time to instantly change the report. |
| Export |
| What good would all this wonderful information be if you could not export it for historical purposes or later use?
This button does that, to PDF or Printer. Other file formats may come at a later date. |
| Filter Income Items |
| This drop down features check boxes next to each identified income item category.
These categories are dynamic based on what is visible in the report. Unchecking any of these identified categories will instantly remove the information from the report view. |
Watch a brief video detailing the features of the Daily Report.
Daily Report Section Details
| App Wash Club Recurring Billing |
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| This category displays any Wash Clubs. As well as the quantity of existing accounts that where billed within the set time frame.
This information also includes the price for the wash clubs subscription and sales total for that wash club within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Bundle Codes |
| This category displays the Bundle Code names, as well as the quantity of sold bundles that where purchased within the set time frame.
This information also includes the price for the wash bundle and sales total for that bundle within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Wash Purchases |
| This category shows all of the Wash Purchases, as well as the quantity of purchases per named location (if all locations is selected).
The current price of each wash item as well as the total in sales for that specific wash item is also listed. To view the quantity separated by location on a single report, simply click the name of the wash item and the quantity will be separated. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Buy Ups |
| This category displays the available Buy Ups, as well as the quantity of each sold.
This is followed by the current price at time of sale and the total sales amount for that named Buy Up. Clicking on any of the Buy Up names will separate the listed quantities into quantity per named location to easier identify where a Buy Up is used more. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Kiosk Sign Ups |
| This category displays the various Wash Clubs, as well as the quantity that get signed up for directly from Kiosk Sign Up.
This information also includes the price for the wash clubs subscription and sales total for those sign ups within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| App Wash Club Sign Ups |
| This category displays the various Wash Clubs, as well as the quantity that get signed up for directly from the mobile app.
This information also includes the price for the wash clubs subscription and sales total for those sign ups within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Gift Card |
| This category displays Gift Card transactions. it displays the name of the CVC transaction.
It also displays the quantity sold, the price at time of sale and the total for the sales during the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| App Purchases |
| This category displays the products purchased via the mobile app,
as well as the quantity, the price at the time of sale and a total sales count within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| App Bundle |
| This category shows the bundles that have been sold from the mobile app within the set timeframe.
It also shows the quantity that was purchased of each app bundle within the set time frame. This information also includes the price for each app bundle as well as a sales total for that specific app bundle within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Express Pass Recurring Billing |
| This category displays the various Express Pass clubs, as well as the quantity of existing accounts that where billed within the set time frame.
This information also includes the price for the Express Pass subscription and sales total for that Express Pass club within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Time |
| This category displays the different timers, as well as the quantity of uses within the set time frame.
it also displays the total amount of time (HH:MM:SS) and a sales total for each timer in the given time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Fee |
| This category displays the various surcharges, as well as the quantity of surcharges within the set time frame.
This information also includes the price for the surcharge. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| RFID |
| This category displays the various Wash Clubs associated with RFID media.
It also displays the quantity of existing accounts that where billed within the set time frame. This information also includes the price for the wash clubs subscription and sales total for that wash club within the set time frame. An accumulated total as well as the gross revenue is also displayed at the bottom of this category. |
| Redeemed |
| This category displays the various redeemed items, as well as the quantity of items within the set time frame.
This information also includes the price for the redeemed items and sales total for those items within the set time frame. An accumulated total as well as the gross redeemed is also displayed at the bottom of this category. |
Hourly Use Report
This basic report allows you to itemize various transactions on the hourly basis. At a glance, this report displays counts for various types of transactions.
You can select an individual location and/or a specific kiosk, as well as combine your locations and kiosks for a complete overview. The bottom of the report gives a summary of:
- Gross Sales - The value of the total sales listed in the report before taxation.
- Gross Average - The average total sales listed in the report before taxation.
- Net Sales - The value of the total sales listed in the report after taxation.
- Net Average - The average total sales listed in the report after taxation.
| Definitions |
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There are 4 Item types you can count in this report and any combination of the four are acceptable. These are:
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Hourly Bar Graph
This basic report allows you to visualize transactions on a hourly graph. The graph tracks from 12AM to 11PM.
At a glance, this graph displays counts for various types of transactions. These are:
- Wash Purchases
- Redeemed Wash Purchases
- Time
- App Purchases
- App Bundles
- Wash Club Signups
- And more based on what is offered/being redeemed
At the click of a button, any of the usage categories can be hidden from the graph to display just the information you are looking for.
Revenue Report
The Revenue Report displays the Month-to-Date revenue for your locations. You can specify any date range, and filter further by location, and a specific kiosk/machine at the specific location.
This report will organize activity during the date range into one of five categories.
Revenue Report Categories and Definitions
Gross Sales by Item |
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| This section of the report shows how your sales were received based on transaction type.
In addition to seeing the dollar amount, the report also shows how the dollar amount relates as a ratio sales. The additional 'Comp' columns to the right allow you to compare current data with historical data. |
Gross Sales by Item Definitions |
| AppBundle - Total Amount of revenue based on Wash Bundles that are purchased via the Mobile App.
AppWash - Total Amount of revenue based on Wash purchases via the Mobile App. AppWashClubBilling - Total Amount of revenue based on existing Wash Club Members being billed. AppWashClubSignUp - Total Amount of revenue based on Wash Club Sign ups via the Mobile App. BuyUp - Total amount of revenue that is collected from Buy up options on the Kiosk item. CodeBundle - Amount of revenue that is generated by Wash bundles sold at the kiosk directly. Fee - Revenue that is generated from any "Surcharge" feature. Gift - Total amount of revenue generated by Gift purchases made through the Mobile App. Parking - Revenue coming from a Parking Kiosk such as a PEET. PrepaidPassBilling - Total amount of revenue based on existing Prepaid RFID Members being billed. PrepaidPassSignup - Total revenue generated by new RFID prepaid signups. Time - This is the revenue generated by your Self Serve Bay timers (DTT/DTI) . VendPulses - When a DTI/DTT timer pulses the coin line but we do not know how long the timer runs. Wash - Revenue collected from single wash purchases at the kiosk. ValueCardIssue - ValueCardRecharge - |
Income Detail |
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| This section of the report breaks down your income by payment type. |
Income Detail Definitions |
| Cash - Total Income Revenue that was taken in cash.
CreditCard - Total Income Revenue that was taken in Credit Card. Pay As You Go - Total Income Revenue that was recorded for a RFID Pay As You Go transaction. FleetCard - Total Income Revenue that was taken from a CVC/Value Card associated to fleet. |
Refund Detail |
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| This section of the report shows how many refunds were issued. |
Refund Detail Definitions |
| Credit and card values will be listed here for any refund that occurs at a kiosk. |
Redeemed Detail |
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| This section reports the dollar values of all promotional items that have been redeemed,.
This could be deal codes from the mobile app, bundle codes, wash codes, receipt codes, Tokenote's etc.). |
Redeemed Detail Definitions |
| AppAwardCode - When a user earns an award for loyalty or referral
AppBundleCode - When a user redeems a wash from a bundle purchased through the app. AppDealCode - When a user redeems a deal on the app. AppPromoDealCode - This is when a user claims a promo code through the app. AppWashClub - Transactions that occur from the Wash Club on the App are listed here. AppWashCode - This is Washes purchased through the app singularly. BundleCode - When a user redeems a wash from a bundle purchased through the kiosk directly. CodeCoupon - When a user enters a code at the kiosk for a value off or a wash. Codes - When a user enters a code provided by a code system (usually pay at pump systems) Event - These are transactions that are modified by event rules at the kiosk directly. GiftCard - CVC gift card transactions Prepaid Pass - The usage of RFID prepaid accounts. PrivateLabelCard - Items like third party gift cards compatible with the Hamilton System. ReceiptCode - Items redeemed by using a code at the bottom of a receipt. RewashCode - These are single use codes used to redeem a wash due to prior inconvenience. TokenCoin - This is the redemption of token coins and the value associated with them. Tokenote - This is the redemption of paper Tokenotes and the value associated with them. |
| Redeemed Detail Example: |
| if you offer a Free Basic $5 Wash through the mobile app for your grand opening.Then $5.00 will be reported in the AppDealCode line, even though you have not actually received that $5.00.
Similarly, if a customer enters a code coupon to get $1 off your $10 wash. Then $10 will be reported in the Code Coupon line, even though you have received $9.00 for the transaction. |
Tax Detail |
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| This section of the report breaks down your Tax details if the Kiosk is set to collect or charge tax. |
Tax Detail Definitions |
Usage Report
The Usage Report lets you see how many times specific items have been used. You can filter by Location, and by kiosk or service.
This report can be grouped 5 different ways to assist you in sorting your information.
| Groupings |
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Types of Usage & Definitions
Kiosk Item Usage |
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| This report shows the quantity of items that have been purchased within your chosen time frame.
For example: if 'Item 1' was your 'Ultimate Wash' and the number being shown was '71', then you sold 71 Ultimate Washes. This would be within the selected time frame. You can filter this report by date range, location, and item. |
Buy Up Usage |
This report shows the quantity of buy-ups that have been purchased within your chosen time frame.
You can filter this report by date range, location, and item. |
Timer Usage |
| This report shows the usage of your self serve bays.
It can be filtered by date and location. The information provided is date of use, time of use, # of activations, time used, and the average time used.  |
Pass Usage |
| This report shows the usage of your various RFID Passes.
This includes the Pay as You Go, Fleet and Prepaid passes. It can be filtered by date and location, and information provided is date of use, time of use, and total used. |
Sales Transactions
| About The Sales Transaction Report | Report Information |
|---|---|
| This report breaks down every transaction as an individual line item.You can set a date range and narrow your report by Location and/or Kiosk. |
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Expiring Cards
| About the Expiring Cards Report | Report Filters |
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| This report allows you to identify customer credit cards that are on file that expire within 1,2 or 3 months. You can use the filters to dial in your report for a more accurate view. |
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Mobile App
- Reporting features that are designed to give you insight into the effectiveness and success of your custom mobile app.
- If you have a custom mobile app with us, then this is your direct window into how the app is being used by your customers daily.
- Here you can find washes being purchased to how many times they use AirPay or promotions.
- You will even find any Washclub reports in this category.
| Mobile App Reports | Report Types |
|---|---|
| These reports are focused on the transactions and user interactions that occur solely on the Hamilton Custom Mobile App. From invoicing, to activity tracking and referral activity.
this section is dedicated to giving you all the information you need to be able to identify successful App offerings over those that are not performing as well as you would like. |
There are ten Mobile App reports. These reports are :
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Wash Club Activity
| Wash Club Activity Details | Report Definitions |
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This summary page breaks down activity per individual wash club user. This allows you to find the most effective wash clubs and the popularity of those offerings.
You can drill down to a specific day and see which clubs were used the most on that day. You can also quickly identify the most active user and the times and dates that they are most active with using the wash club. |
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App Revenue
| App Revenue Details | Definitions |
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| By default, the Revenue report will show you the Month-to-Date data. You can specify any date range, to display the revenue generated by individual wash purchases, bundle purchases, recurring wash club payments, customers who signed up for a wash club, and even AirPay transactions. A quantity and total is displayed for each as well as an accumulated grand total. |
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Redeemed Washes
| Redeemed Wash Info | Definitions |
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| By default, the Redeemed Washes report will show you Month-to-Date data. You can specify any date range, to display the revenue generated by redeemed washes. The top of the report also displays the total transactions and the total amount redeemed for the time period. |
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Wash Club Report
| About the Wash Club Report | Definitions |
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| The Wash Club Report lists all of your active club users, the package they’re paying for, and breaks down their use by location. The bottom of the report also lists an average revenue per wash figure for all wash club members.
This is the total of all monthly revenue divided by total number of all wash club uses. You can also see an average revenue per wash figure for each club plan (for example, total monthly revenue for Ultimate Club members divided by total number of Ultimate Club uses).The Wash Club Report allows you to easily assess the structure of your plan (am I priced too high? Too low? Should I change from Unlimited washes to one per day?), as well as purge out any users potentially abusing the system. |
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Wash Club Invoices
| About Wash Club Invoices | Invoice Definitions |
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| This report breaks down the wash club invoices and the current status of those based upon the start and end date filter. You can selectively choose to hide or show inactive accounts as well as filter the report based on Invoice status. An invoice ID is given for each individual transaction and links to Invoice document for saving or printing. A definition of invoice definitions is listed below. This report also lists the date the invoice was paid as well as a quick link to the right of each invoice to jump directly to a customer's account settings. |
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AirPay Transactions
| About AirPay Transactions | Definitions |
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| A quick and easy report that displays all the relative AirPay information. You can confirm the amount as well as the card information that was registered to that specific Airpay transaction. The card holders First and Last name is also displayed for confirmation. |
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AirPay Revenue by Location
| About AirPay Revenue by Location | Definitions |
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Similar to the AirPay Transactions record up above. This report quickly sorts out the AirPay transactions by location. A separate drop down is provided for each location. Within the drop down for a specific location you can find a quick summary of transactions sorted by date. You can find the card holder's First and Last name as well as a registered email address and the type of kiosk the transaction was made at. The amount is listed for each individual transaction as well as an overall sum at the bottom of each drop down location. |
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Promo Code Report
| About the Promo Code Report | Definitions |
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| This report provides a way to monitor the usage of the various promo codes created through Hosted Solutions for use on the custom mobile app. A drop down menu is provided to sort through individual promo codes or all created promo codes. Two central buttons are located at the top of the page beneath the drop down choice selector that allow you to at a glance quickly decide how many promo codes have been claimed by users and how many of the promo codes have actually been used by users that have claimed them. Each button can be clicked to quickly filter the report to display just those codes that have been claimed or used. |
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Claimed Deal Report
| About the Claimed Deal Report | Definitions |
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| To break down the amount of deals being claimed as opposed to how many deals are actually redeemed, this report allows you to seperate them and be able to identify the deals and promotions that are more popular amongst your customers. Set your start date and your end date to limit the range of days you would like to get a report on. If you wish to include insight into your promotional codes, you may check the box labeled "Show Promos".
To provide a quick visual separation, you will see a large blue banner and a large light blue banner. These banners display at quick glance the count of Claimed and Redeemed deals respectively. |
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App Referral Report
| To see how effective your referral program is with your app users | Usage |
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This report will organize each user and their referral activity within a set time range. Having this information at your disposal can assist you in making sure your referral program stays effective in your market. To provide a quick visual separation, you will see a few banners across the top that are different colors. This group of colored banners show the following information:
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Set your start date and your end date to limit the range of days you would like to get a report on, and then press the Filter button.
Member information is displayed and sorted by:
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ExpressPass
A central location to see an overview of your RFID customers activity as well as detailed account usage and invoices.
| About ExpressPass | Features |
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ExpressPass houses the reports to analyze and dig down into RFID traffic. These reports can show you how popular different tag offerings are as well as what revenue is coming from the ExpressPass RFID plans. |
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ExpressPass Activity
| ExpressPass Activity Details | Report Definitions |
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This summary page breaks down activity per individual ExpressPass user. This allows you to find the most effective ExpressPass programs and the popularity of those offerings.
You can drill down to a specific day and see which Passes were used the most on that day. You can also quickly identify the most active user and the times and dates that they are most active with using their pass. |
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All Usage
| About the All Usage Report | Definitions |
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| The All Usage report allows you to select a time frame and populate a report of all ExpressPass activity in that time frame. This report can be filtered down based on a specific RFID tag number OR License Plate number, the last name of a customer, or even a specific Account ID. The option to arrange this information in ascending or descending order also helps sort the information how you wish to view it. |
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ExpressPass Invoices
| About the Invoices | Definitions |
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| The Invoices report can provide the invoices generated between a starting and ending date. You can find the results of a specific invoice, generate a printable copy for a customer, and access a customers account directly if you need to change billing terms. |
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Codes
- Quick and easy way to find what single use codes have been generated and who the code was distributed to, as well as the item associated with it.
- The liability report can show you how much value you currently have out in codes and help you adjust expiration dates and times to reduce overall liability.
| About Single Use Codes | About Receipt Codes | |||||||||||||||
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You can offer customers two types of code through Hosted Solutions. These are Single Use codes and Receipt codes. Single Use codes vend a full service. They are scanned at the barcode reader or entered on a keypad, and expire after one use. You may send one or multiple single use codes to a customer, and set an expiration time/date. Potential scenarios for single use codes include:
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With Receipt Codes you can add a QR code to the bottom of the receipts that print from the HTK/CTK and Commander (not with Gold Line). These can be programmed to offer a discount on future services, and can expire after a predetermined number of uses. More information about Receipt codes can be found in the code setup section. | |||||||||||||||
Single Use Code Report
| About the Single Use Code report | Definitions |
|---|---|
| The Single Use Code report gives you an easy to read grid with information on each single use code, the date the code was issued and it's expiration date. You can also find when it was used, the name of the item associated to the code and the email address of the customer who was given the code (if sent via email). You can even search the list for a specific category to help sort the information in a useful way. |
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Code Liability Report
| About the Code Liability report | Definitions |
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| The Code Liability report gives you an in depth look at the entire code usage. This means whether the code is from a wash being generated by the custom Mobile App, being put on a receipt or issued formt he Single Use code section. The code and all the information associated with it can be found in this reporting grid. The main objective is to be able to identify not only the total liability of codes but also to identify this on an individual level to better gauge code usage. |
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