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Cashless Reports

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To view vendor sales or top-up transactions from an event you can download a report from Intellitix Cloud. 

Cashless reports are broken into three subcategories:

Event Cashless Reports - includes data from all vendors in the event.

Vendor Cashless Resports -  only includes data from the event and vendor you choose.

Top-up Reports - includes data from all top-ups made for the event (RFID Cashless events only).

Account Reports - includes data of all accounts associated with the event chosen. 

Event Cashless Reports

There are 4 Event Cashless Reports to choose from. These reports require an event to be chosen and date ranges selected from the dropdown before they can be generated. 

Cashless Orders Summary Report - This report will include all orders placed at the event within the specified date range. Each order appears on its own line in its entirety. 

The Cashless Orders Summary Report includes:

  • Order ID
  • FOS User Name (first and last name of the person that  logged into the sales session)
  • FOS User Email (of the person that logged into the sales session)
  • Event Name
  • Order Date (of order, this will update to be in the time zone report is generated in)
  • Order Time (of order, this will update to be in the time zone report is generated in)
  • Order Name (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • Order Email (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • Phone (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • RFID: only available if the purchase was made using an RFID wristband/card.
  • Payment method: credit/debit card or Intellitix App for events using card-present or Intellitix App payments, Event Balance or Saved Payment Method for RFID Cashless events.
  • Payment Status (paid, refunded:partial, or refunded)
  • Vendor Name
  • Vending Location
  • Quantity (the total number of products sold in the order)
  • Subtotal
  • Tips
  • Taxes 
  • Gross (total amount charged for the order)

Cashless Orders Detailed Report - This report will include all products sold at the event within the specified date range. It displays a line for each individual item that was purchased and orders with multiple products will appear on multiple lines. 

Tips are not displayed on this report.

The Cashless Orders Detailed Report includes:

  • Order ID
  • Event Name
  • FOS User Name (first and last name of the person that  logged into the sales session)
  • FOS User Email (of the person that logged into the sales session)
  • Order Date (of order, this will update to be in the time zone report is generated in)
  • Order Time (of order, this will update to be in the time zone report is generated in)
  • Account Email (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • Account Full Name (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • Phone (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • Payment method: credit/debit card or Intellitix App for events using card-present or Intellitix App payments, Event Balance or Saved Payment Method for RFID Cashless events.
  • Payment Status (paid, refunded:partial, or refunded)
  • Vendor Name
  • Vending Location
  • Product Category
  • Product Name
  • Quantity (total number of that product sold in the transaction)
  • Subtotal
  • Tax Rate
  • Taxes 
  • Gross (total amount charged for the order)

Cashless Sales by Vendor Report - This report shows an overview of each vendor and their total sales, minus any refunds. Each vendor will have their own line. If a vendor has multiple vending locations, sales for all locations will be summed and included in the one line.  

The Cashless Sales by Vendor Report includes:

  • Event Name
  • Event Start Date
  • Event End Date
  • Vendor Name
  • Number of Vending Locations
  • Number of Transactions
  • Quantity
  • Subtotal
  • Tips
  • Taxes
  • Gross

Product Sales by Category Report - This report shows products sold, minus any refunds, grouped together by category and vendor. Each product will have its own line. If the name, price, category, or taxes are changed on a product it will be listed on a separate line. Tips appear on their own line with their price left blank.

The Product Sales by Category Report includes:

  • Category
  • Vendor
  • Product
  • Product Price
  • Quantity
  • Subtotal
  • Tax Rate
  • Taxes
  • Gross

Vendor Cashless Reports

There are 3 Vendor Cashless Reports to choose from. These reports require an event and vendor to be chosen and date ranges selected from the dropdown before they can be generated. Only sales related to the vendor specified will be displayed in the reports.

To learn more about what data each report contains please review this section. When you have decided which report best fits the information you are trying to gather you can review how to download reports here.

Sales by Vendor Location Report - This report gives an overview of the orders placed and products sold per vending location, minus any refunds for a specific vendor. Each vending location has its own line.

The Sales by Vendor Location Report includes:

  • Event Name
  • Vendor Name
  • Vending Location Name
  • Number of Orders
  • Number of Products Sold
  • Tips
  • Subtotal
  • Taxes 
  • Gross

Vendor by Product Report - This report shows all products sold by the specific vendor, minus any refunds. If the vendor has multiple vending locations, sales from all products sold at all locations will be included. Each product will have its own line. If the name, price, category, or taxes are changed on a product this will create a new line for that product. Tips appear on their own line with their price left blank.

The Vendor by Product Report includes:

  • Event Name
  • Vendor Name
  • Product
  • Category
  • Product Price
  • Quantity
  • Subtotal
  • Tax Rate
  • Taxes
  • Gross

Vendor Order Detailed Report - This report will include all products sold by the specific vendor, including sales at all vending locations, within the specified date range. It displays a line for each individual item that was purchased and orders with multiple products will appear on multiple lines. Tips are not included in this report.

The Vendor Order Detailed Report includes:

  • Order ID
  • FOS User Name (first and last name of the person that  logged into the sales session)
  • FOS User Email (of the person that logged into the sales session)
  • Event Name
  • Order Date (of order, this will update to be in the time zone report is generated in)
  • Order Time (of order, this will update to be in the time zone report is generated in)
  • Order Name (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • Phone (of purchaser): only available if the purchase was made using the Intellitix App or an RFID wristband/card.
  • Payment method: credit/debit card or Intellitix App for events using card-present or Intellitix App payments, Event Balance or Saved Payment Method for RFID Cashless events.
  • Payment Status (paid, refunded:partial, or refunded)
  • Vendor Name
  • Vending Location
  • Product Category
  • Product Name
  • Quantity (total number of that product sold in the transaction)
  • Subtotal
  • Taxes 
  • Tax Rate(%)
  • Gross (total amount charged for the order)

Top-up Reports (only for RFID Cashless events)

There are 2 Top Up Reports Reports to choose from. These reports require an event to be chosen and date ranges selected from the dropdown before they can be generated. These reports will only contain data for RFID Cashless events using Intellitix Web or FOS for Top-ups.

To learn more about what data each report contains please review this section. When you have decided which report best fits the information you are trying to gather you can review how to download reports here.

Top Up Detailed Report - this report has a line for each top-up transaction that was made for the event.

The Top Up Detailed Report includes:

  • Order ID
  • Event Name
  • IFOS User Name (first and last name of the person that  logged into the sales session)
  • IFOS User Email (of the person that logged into the sales session)
  • Topup Date (of order, this will update to be in the time zone report is generated in)
  • Topup Time (of order, this will update to be in the time zone report is generated in)
  • Account Email
  • IFOS User Name (first and last name of the person that  logged into the sales session)
  • Phone
  • Wallet ID
  • Patron ID
  • Topup Type (online, onsite-card, onsite-cash)
  • Payment Status (paid or refunded)
  • Topup Location
  • Gross

Event Summary Report - this report gives a summarized total of all top-up types and cashless spending.

The Event Summary Report includes:

  • Event Name
  • Online Top-Up (top-ups made through Intellitix Web)
  • Cash On-site
  • Card On-site
  • Admin Top-Up
  • Total Top-Up
  • Gross Spend (subtotal + tax of all paid transactions - refunds are not removed)
  • Tax
  • Tip

Account Reports (only for RFID Cashless events)

There are 2 Cashless Account Reports to choose from. These reports require an event to be chosen and date ranges selected from the dropdown before they can be generated. These reports are only applicable to RFID Cashless events.

Verified Accounts Report - This report will include all accounts made within the date range chosen on the Intellitix App that have made a transaction on site (QR cashless events) or in Intellitix Web (RFID cashless events). 

The Verified Accounts Report includes:

  • Guest Account ID
  • Guest Full Name
  • Guest Email
  • Guest Phone
  • Guest Gender
  • Guest Age
  • Guest Address
  • Guest city of residence
  • Guest State/Province of residence
  • Guest's Postal/Zip Code of residence
  • Guest country of residence
  • UID - the UID for their wristband will not appear on the report until the wristband has been topped-up or a transaction has been made with it on site
  • Wristband type
  • Saved payment method (Y/N)?

Event Balance and Refund Report - Event Balance and Refund Report - This report gives a breakdown of all accounts that exist for that event (including accounts created in Intellitix Web and a guest account created from on-site Top-ups and purchases) and the balances associated with their wristband at the time the report is pulled.

The Event Balance and Refund Report includes:

  • ​​Event Name
  • Account ID
  • Wallet ID
  • Account Name
  • Account Email Refundable Topups Total
  • Non-Refundable Topups Total
  • Wallet Balance
  • Refundable Balance
  • Top Up Refunded Total
  • Refund Fee Total
  • RFID
  • Security Code
  • Manual Refund - First Name
  • Manual Refund - Last Name
  • Manual Refund - Institution Number/IBAN
  • Manual Refund - Branch Number/BIC Code
  • Manual Refund - Account Number/Country
  • Manual Refund - Refund Type

Downloading Reports

These reports require an event to be chosen and date ranges selected from the dropdown before they can be generated. 

 

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