Unitec Portal Owner’s Manual - Manual (Page 42)

P O R T A L
Document Number: PTL1028
Document Title: Portal 3 Owners Manual
6 Reports
The Reports function allows you to view accounting information and product usage, filtered by ranges and
dates you specify. When a report is generated, the associated data will appear on the screen with Print
and Save functions. By selecting the Print button, you can print a copy of the report at your local printer.
The Save function allows the report data to be saved in .CSV format so it can be viewed and/or sorted in
standard 3
rd party software applications (such as Microsoft Excel).

Revenue Report – Reports revenue at a summary level for a user-defined time period.

Sales Report –Lists items that were sold (e.g. Washes, Added Services, Wash Codes etc.) for a
user-defined time period.

Cash Report – Daily report of cash received and dispensed by the Portal.

Transaction History – Listing of transactions recorded at the unit for a user-defined time
period.

Code Listing – Listing of wash codes (sold at a C-store POS or Pump) currently stored in
memory.