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 Deposited for the stipulated time period.
- 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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