If you log into your GCV account and navigate to the Data tab, you’ll see 4 different sections as follows:
- Data Summary: This is a summary of each CRB account’s data over a period of time, as stipulated by the date range filter. There are 6 columns of data in this summary and can be defined as such:
- Sales: The sales data for each transacting CRB provided by either a POS/Invoice Tracking System integration or a manual upload.
- Deposits: The Deposit data provided by the Core system.
- Sales-Deposits: The value found in the Sales column less the value found in the Deposits column.
- Deposit Variance: The percentage of Sales that were not Deposited for the stipulated time period or over deposited for that stipulated time period. If the CRB deposited more than they had in sales, the percentage will be negative.
- Avg. Deposit: The average Deposit value for the stipulated time period.
- Withdrawals: The total Withdrawals from that account(s) for the stipulated time period.
- Imports: A comprehensive list of all Core Data Imports from your organization.
- Please find the Import Status guide here.
- Unmatched Transactions: Unmatched Transactions are core transaction records sent to Green Check that include data that can’t be found in the system.
- Please find the full explanation of these unmatched transactions here.
- Integrations: The Integrations tab provides a rundown of each CRB’s POS/Invoice Tracking System’s integrations as stipulated by the date range filter and includes the following columns:
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- Account: The CRB account name as found in Green Check.
- Status: Success or Failure. If the ingestion worked, it will show Success, if it did not, it will show Failure.
- Date Ingested: The specific date the ingestion ran..
- Total Records: The amount of sales records found in that specific ingestion.
- Total Sales: The aggregate amount of sales from that ingestion.
- POS Type: The name of the POS/Invoice tracking system in which the CRB is integrated.
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