Available reports

The table below details the reports that are currently available in Impact Fusion.

Name	Category	Type	Description
All schools income by month	Income	Standard	Provides a breakdown by month for all schools’ income.
All schools sales by group	Sales	Standard	Provides a detailed breakdown of the sales of each PLU and their respective groups for each school.
Allowance usage (Detailed)	Allowances	Standard	Provides a detailed breakdown of all free allowance usage.
Allowance usage (Summary)	Allowances	Standard	Provides a summary of all free allowance usage.
Balance by range	Letters	Snap	Allows for sending letters to parents/users where their balance is between a defined range.
Coin usage	Lists	Standard	Provides a breakdown of all physical cash taken through the system for a particular date or date range.
Daily summary report	Sales	Standard	A summary report of all system transactions for a particular date or date range.
Dashboard	Dashboard	Smart	Provides a number of graphs and tables detailing the daily activity within the system. Income, Sales, Daily Income Summary, Student FSM Uptake, Student Sales by Location and Staff Sales by Location are all displayed in this report.
GDPR Report	GDPR	Standard	Reports all information that the system holds on a specified user.
Income summary	Sales	Smart	A summarisation of the income received through the system including where the income was generated and the type of income.
Low balances	Letters	Snap	Allows for sending letters to parents/users where their balance is below a defined amount.
Opening/Closing balance by date range	Lists	Standard	Displays users’ initial and final balances for a chosen date range.
PLU sales	Sales	Standard	Provides a breakdown of all product sales.
PLU sales (Smart)	Sales	Smart	Provides an interactive breakdown of all product sales including the best and worst selling products.
Pre-order Colours Distribution	Pre-order	Standard	Provides a report for pre-orders and itemises each PLU within the order.
Pre-order Conflicts	Pre-order	Standard	Provides a report of any pre-orders that are conflicting.
Pre-order Distribution	Pre-order	Standard	Provides a report for pre-orders and itemises each PLU within the order.
Pre-order Preparation	Pre-order	Standard	Provides detail on which items need to be prepared to meet the orders that have been placed.
Purse Balances	Allowances	Standard	Provides a report with all accounts with their total purse balance.
Revaluation list	Lists	Standard	Provides a report of all users who have added money onto their account.
Revaluation list – Order by Class	Lists	Standard	Provides a report of all users who have added money onto their account, ordered by year / class.
Revaluation Summary	Receipts	Standard	Duplicate of Coin Usage report, will be removed in future release.
Revaluation summary by cash up	Lists	Standard	Provides a breakdown of all physical cash taken through the system by cash up procedures.
Sales summary	Sales	Standard	Provides a summary of all transactions through the system.
Sales summary (Multi-School)	Central Management	Standard	Provides a summary of all transactions through the system for Central Management using Multi-Schools.
Sales summary by class	Sales	Standard	Provides a summary of all transactions through the system broken down by class.
Sales summary by type	Sales	Standard	Provides a summary of all transactions through the system broken down by transaction type.
Transactions summary by date	Sales	Smart	Provides a breakdown of system transactions over time.
User history	Lists	Standard	Lists the topup and purchase history of a specific user for the selected time period.
Users list	Lists	Standard	A simple list of users in the system.
Users list with purse summary	Lists	Smart	A list of users in the system with a summarisation of purses and user types.
User permissions	Lists	Standard	Displays all the security roles and which permissions and users are assigned to them.

Feedback

Was this helpful?