Use this report to generate a breakdown of all voided items by void date and the reason for the void.
This article includes:
- Report Parameters: How to Generate the Voided Items Report
- Report Output: Viewing Associated Voided Items
- Exporting the Report to Excel
To access the Voided Items report, navigate to Book Icon » Reports » Voided Items. From this page, you can adjust the following reporting parameters to tailor the report to your needs.
|Voided From Date||Select the starting date of the date range when the item(s) were voided.|
|Voided To Date||Select the ending date of the date range when the item(s) were voided.|
|Locations||Choose a location or multiple locations to view results.|
|Export to Excel?||Check this box and click generate to export a CSV file.|
Report Output:Click on the owner name, animal name, or reservation to be redirected to the corresponding details page.
|Invoice ID||The ID of the associated invoice with voided item(s). User can click the invoice ID link to open the invoice|
|Owner||Owner associated with invoice|
|Item Type||Item type that was voided. Will display as: Reservation, Service (for additional services and service add-on's), POS Item (for retail and open line items), Packages (for owner package), Package (for applied package credit), Coupon, or Store Credit|
|Item Description||Full name of the item how it was originally displayed on the invoice|
|Voided Item Amount||Full amount of voided item|
|Void Reason||Reason provided at the time of the void|
|Voided At||Date and time of the void|
|Voided By||User who completed the void|
Exporting the Report:
If you'd like to export to a CSV file, check the tick box "Export to Excel?" in the report parameters at the top of the page before selecting the blue Generate Report! button.