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Additional automatic charting is available at the bottom of the screen based on currently highlighted records.
Data Views
The Genie provides detailed pivot-table reporting based on select views of data from your system. The following list details available views:
Sales Summary:
This view contains all sales transactions for the entire system with only summary data. This view is suitable for analysis of ticket trends and can include gratuity and cover counts.
Sales Summary with Line Item Detail:
This view contains all sales transactions for the entire system with additional drill down to the ticket detail level. This view is suitable for analysis of line item sales detail but does not contain gratuity or covers information.
Sales Summary with Settlement Detail:
This view contains all sales transactions for the entire system but only shows the total values of the tickets based on settlement type. This view is suitable for analysis of tender activity at the club.
Employee Hours Worked:
This view contains all timekeeping transactions for the entire system.This view is suitable for analysis of labor hours and wages. NOTE: This view does not include wage calculations for overtime.
Ledger Transactions:
This view contains all posted General Ledger transactions.
Member Billing:
This view contains information about all billings generated using the month end wizard. This view is suitable for analysis of billing, minimum or late fee trends.
Member Payments:
This view contains information about all member payments captured by the system. This view is suitable for analysis of member payment cash flow detail.
Guest Visits:
This view contains information about all member guest visits to the club. This view is suitable for analysis of guest activity.
Vendor Purchases:
This view contains all purchase information from posted AP invoices and credit memos. This view is suitable for analysis of expense history, reciprocal member charges, and inventory purchases.
Golf Play Detail: - This view contains all sales transactions of item flagged in the system as a “Golf Round”. This view is suitable for analysis of golf rounds and cart activity billed through the POS system regardless of Tee Sheet being used.
Managing Layouts:
Once you have configured a view to your liking, the user can save that view using the Save, Save as New and Load Layout options. This allows a quick jump back to a previously configured Genie report.