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Administrative Reports

You can get to this part of the system by clicking Reports then clicking on the specific report you need in the Administrative section.

 

Account Balances (A/R Aging)

To see how your debts, recurring payments, and other receivables with your customers are stacking up, open your Account Balances Report. The report breaks down what receivables are owed in different time frames; 30-days, 60-days, 90-days, or more than 90 days. You are also able to see what Payments Owed are receivables that are Late, due Today, and what payment totals are owed to you in the Future. You can click on a Customer name to open their full details in a new browser tab. Note that on the opening panel, on the right, you can click to View the history of their Customer Balance if you need to reconstruct how their debt got to where it is. You can select any number of customers using the checkboxes on the left and in the Bulk Actions menu on the right you can Email or Print Selected Statements. You can also Export the data to a CSV spreadsheet file, as needed.

 

Announcements

Currently, this option will take you to the Home page of the system where you can see the latest System Updates. We may do more with this in the future, but you can always find the latest system news on the Home page.

 

Commissions Report

You can look at whatever time frame you need and see each item that was sold that generated commission, who the Sales Rep was, the Customer, Pricing, Profits, and the Commission Split percentage for that rep. This report is intended for managerial use, and its visibility and access can be configured by going to the Admin button with your username Users > Groups and setting the permission level for the group.

 

Outstanding Customer Credit Report

For customers that have an amount of credit available to use within the store, this report will display their Total Credit amounts and important information. These credit balances are only usable through the Register. You can click the Customer ID to open the full customer details. You can see the Total Outstanding Credit across all of your customers at the top, Export a CSV spreadsheet of the data, or Print it out. Column heads will sort or reverse-sort if you click them.

 

Payouts Report

If you use Payments integrated card processing, the Payouts Report will be visible for you. It allows you to select whatever time frame you like and see how much your Processed Payments were, the amounts of your Fees and Refunds that reduce the payouts, and the amount of Payouts for the store for the period being viewed. You can also see each individual transaction in the table at the bottom along with the amount Collected, any Fees and Refunds, and the amount of the store's Net income from each.

You can Export and Print the report data as needed.

 

Shift Summary

The Shift Summary report gives you the ability to look up details about any shift that has been logged in your Rain POS system. Each Shift has a Shift ID that you can click on to see a more detailed view, the same view you get whenever you open the Shift Report from the Register, and this will pop up in a panel for you to the right. In the list view, for each Shift you see the Till, the Opened time-and-date stamp, the Opening Clerk, the Closed time-and-date stamp, the Closing Clerk, the total number of completed Transactions, the Starting Cash, Cash Changes (the cash that was either adjusted by a Pay In or Pay Out from the Register, if any), Expected Cash (the amount of cash the system calculated as what the Shift should end with), Counted Cash (your actual cash count when the shift was closed), and the Variance(the difference, if any, between the Expected Cash and the Counted Cash). You can filter the results of the list by Locations, if you have multiples, Tills, and Employees, if needed. You can also manually search by Register (Till name) or Shift ID. If needed, you can either Print or Export your list of Shift data.

 

Time Clock

You can use this report to see all Time Clock activity for your employees for whatever time frame you wish to view. You can click the Date Range area to change to view a different range of dates. There is also a Summary View of the report, as pictured above, that shows total hours for the period for each employee that was active. There is also a Detail View that shows Clock In and Clock Out times, as pictured below. If you have multiple Locations set up in the system, you can view them individually (e.g. Mount Vernon, below) or you can view All Locations at once. You can also filter by Employee using the drop-list that shows All Selected to view only those employees you want.

You can Export the Time Clock data using the Export button, which will save as a spreadsheet to your device. You can also delete any invalid line-item entries using the Delete buttons on the far right.

If you need to adjust a specific Clock in or Clock Out timestamp or add a Missing timestamp, from the Detail View, click on the timestamp and you can edit it directly. For full details on how to work with the Time Clock and Time Clock Report, click here: Employee Time Clock (this link will open in a new browser tab for you).

 

Voided Transactions

The Voided Transactions Report is one of two areas where you can still see transactions that you have Voided in the system. The other area is the History tab when you click to view the details of a Customer. Please note that while you can click the Transaction ID to view the voided transaction, you will not be able to adjust anything or do any Returns. You can either Print or Export your results, as needed.