Welcome to our Knowledge Base
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System Settings
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- Upload User Accounts
- User Accounts
- Upload Students
- Upload Students (Video)
- Upload Student Pictures
- User Permissions
- Manage Family and Guests
- Mass Updates
- Manage Students
- Microsoft Single Sign-On (SSO)
- Preparing for Next School Year
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Google Single Sign-On (SSO)
- Classlink
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Store
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- Changing Payment Type After Transaction has Completed
- Creating a Transaction
- E-mail Receipts
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Modify Transaction - Post Sale
- Payment Type
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product Buttons
- Printing Receipts
- ProPay: How to Process Credit Cards
- ProPay: How to Void a Transaction
- Scanning a Student ID
- Returns
- Reprint Receipt and Resend Receipt by E-mail
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Convenience Fee
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- Family and Guest Management
- Manage Spirit Points
- Manage Students
- Manage Family and Guests
- Mass Updates
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Student Type
- Managing Student Credit
- Student Spirit Points
- Upload Students
- Upload Student Credit
- Upload Student Pictures
- Upload Students (Video)
- Add Students
- Student Negative Account Balance
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Family and Guest Management
- Google Single Sign-On (SSO)
- Family Portal
- ProPay (Heartland) Merchant Account
- Manage Family and Guests
- Microsoft Single Sign-On (SSO)
- Portal Purchased Product Pickup and Reports
- Convenience Fee
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Cash Drawer (Connected to Thermal Printer)
- Cash Drawer (USB) Windows 10
- ProPay (Heartland) Merchant Account
- My Account
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product History (Link on Current Transaction)
- Product Agreement
- SFTP Automated Student Rosters
- School Logo
- Taxes
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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- System Settings Getting Started (Video)
- Mass Updates
- ProPay (Heartland) Merchant Account
- PAX Credit Card Reader Setup
- Google Single Sign-On (SSO)
- Microsoft Single Sign-On (SSO)
- School Logo
- User Accounts
- Preparing for Next School Year
- Remote Support
- Upload Student Pictures
- User Permissions
- Upload User Accounts
- Convenience Fee
- Classlink
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Voting
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- Adding an Election
- Adding Candidates
- Adding Officer Positions
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Create a Survey (Video)
- Election Layout Options
- Duplicate an Election
- Election Preflight
- Preview an Election
- Removing Candidates
- Using Video Biographies
- Write-in Candidates
- Rank Choice Voting
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- Configure the Student Login Page
- Hobbies and Biography
- My Account
- Notifications for Unsuccessful Student Login Attempts
- Require Student E-mail
- Require Change Passwords
- SFTP Automated Student Rosters
- School Logo
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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Ticketing
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Interventions
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- Bell Schedules
- Interventions
- Mass Updates
- My Account
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- SFTP Automated Student Rosters
- School Logo
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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Announcements
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Student / Family Portal
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Digital ID
Detail Reports
In this article, you will learn about detail reports.
By Product
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By default, By Product tab is selected. You can also navigate to By Student and Export types of reports. Read below for more details.
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Using the calendar date-picker, specify the Date Range, click on the Submit button to retrieve the search results.
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Once you have specified the Date Range, you can filter using search, by portal or by product.
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You can download the search results in Excel spreadsheet or PDF format by clicking on the icon respectively. The first icon to the left will allow you to download into the format for Ticketing 4 Schools for when you are selling dance / event tickets in Store.
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This report allows you to view total product sales along with other information such as total returns and total tax.
To access, click on the Reports button available at the top bar and select the tab for Detail Reports.
By Student
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Select the tab for By Student.
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Specify the search criteria such as Date Range, Select POS and Sort By. Click on the Submit button to retrieve the results. Checking the box Include money added to Student Accounts will add to the totals any money collected during that date range.
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Clicking the Transaction Number will open up the transaction details seen below.
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You can download the search results in Excel spreadsheet or PDF format by clicking on the icon respectively.
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Click to reprint a copy of the receipt
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Click to E-mail a copy of the receipt. If grayed out, customer does not have an E-mail on file.
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Change date to modify the date of purchase. Void will completely remove the transaction if made by mistake.
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Payment type can be changed between cash, credit card (external from our system). If paid by Student Account or credit card (using our integration) this can not be changed. Update/Save Transaction will save any changes made to the date and payment type.
The transaction details will allow you to see the entire order in one screen. View and options may be different based on roll and transaction type.
Export
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Select the tab for Export.
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Specify the search criteria such as Date Range and POS, click on the Export CSV button to retrieve the results. All data will be downloaded in an Excel spreadsheet file.
If you use Aeries as your Student Information System, you can export transaction data and import it back into Aeries.