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By Ava Oscuro and 1 other
2 articles

Ten of Our Most Commonly Used Reports

Here are the most common reports used by the customer 1. Customer - Last Ticket Date by Period - This report will show the LAST ticket that was created in the system, the customer account creation date and the customer information. It will also show if they are a BILLING or CHARGE customer. 2. Ticket - Unmarked Ticket List - This report will allow you to see all invoices with OPEN, MIXED, ONLY PICKUP and ONLY PAIDstatus**.** It will also show the ticket information, including the source from which they were created (mobile app or Enlite), ticket number, drop/due date, customer name, phone number, pcs and the employee who handled the ticket. 3. Invoice - Tailoring Invoices - This report will show the invoices that have a tailoring job. Many cleaners use this report when they outsource this service, and have to keep count of the tailoring jobs and due amounts, in order to pay the tailors. 4. Payments - Daily Closing Report - This report will show the daily payment summary of each payment type. It will also show the garment pickup and garment dropped for each service service type along with the total payments. total pieces and amount due. This report summarized the period's activity. The 3 reports are not supposed to match the quantities or due amounts, they are just a picture of the 3 most important things during a full day of operations. The money that came in, the garments that were picked up after service and the garments that were dropped in order to be treated. 5. Payment - Payments by Sub Type Summary - In this report, you will find the total payments for each payment type (Cash, Check, Credit Card Manual) configured in the system, even for the different payment terminals (if that is the case). 6. Sales - Sales By Drop By Item (Garment Summary) - This report will show the sales per garment. It also includes the service type, category, name of the item, total of pieces received during that period, price, upcharges, taxes and discount. 7. Cashier Period Summary - This report has all the cashier details including the Period ID, the station used with the session, the start and end date, start and system cash. It will also show the payments using the different payment types (CC, Cash, Check, Bank Transfer) and the total cash. 8. Garments - Garments by Due Date w/Modifiers - This report will show the garments with modifiers in every invoice. It has also the customer name, barcode, tracker information, employee who used the tracker and the date when it was added to the tracker. 9. Invoices - Fees by Garment - This report will show the invoices that have fees added. It also includes other ticket information like the garment name, total fee, total due, drop date, employee who created the ticket and the customer name. 10. Customers - New Customers - Mobile or Portal - This report will show all the customers who registered in the app or in the portal. It will also show the date when they registered and their specific route.

Last updated on Sep 21, 2024

HERE IS A SUMMARY OF THE 8 MOST USED REPORTS FOR YOUR END-OF-YEAR REPORTING

One of the most read articles in our Knowledge Base is the one that describes the 10 Most Used Reports in Enlite10, based on customers’ feedback. From the list, some are more focused on the day-to-day operations, however, there are others, whether from that selection 10, or from the list of more than 200 reports in Enlite 10, that can be very useful for end-of-year reports. The following 8 reports will help you make a full year analysis of your business (this may vary depending on your specific operation, but the list is created considering the experiences of many customers, from small family-run businesses, to multi-store more complex operations): 1. Customers - New Customers Mobile and Portal (as well as New Customers During Period) This will provide information about all the new customers that signed during the year, both from the app or portal, as well as at the store. 2. Customers - Customer Store Credit By the end of the year, you may want to know the amount of store credit your customers have accumulated and have available for payments made the next year. 3. Store and Employees - Employee Work Analysis A tool that helps measure actions taken by your employees and their productivity with the amount of tickets created, detailed, picked up and racked. 4. Sales - Sales By Drop By Item (Garment Summary) One of the most complete, important reports on this list that will identify your business's total sales, fully or per location, and most importantly, it will summarize your sales by service type and garment type. It is a necessary report to define future actions in terms of needed employees and their roles, what your best sellers are, the promotions you could start to implement next year, necessary equipment to improve your operation and much more. 5. Payments - Outstanding Balance - Customer Let's say you want to know the balance your customers have by Dec 31st, then you run the report on January the 1st: the Previous balance column will tell you how much your customers owe you until the day prior to the starting period on your reports' filter. 6. Payments - Payments by Subtype Summary Want to know how much you received per each payment method? How many transactions were completed using your gateway, terminal, cash, check or any other payment method you accept during the whole year? This is the report for you. 7. Garments - Gift card purchased This report will show you gift cards that were purchased during the period of time letting you reconfirm with the gift cards that you still have in inventory. 8. Garments - Redo/No Charge Items An important piece of the equation. The Redo / No Charge Items report, tells you the amount of items that had to be re-done or added to an order at no charge, because they weren’t correctly done the first time. This allows you to take corrective actions if these quantities are representing a big loss in resources. If you need additional information or are looking for some other pieces of information, please make sure to let our Support Team know. An agent will gladly present you other options that best fit your needs.

Last updated on Mar 04, 2025