Reports in ERS Launch

ERS provides a comprehensive Reports section that helps you monitor and analyze various aspects of your business operations. This guide walks you through the key features and types of reports available in ERS.

Accessing Reports

To begin, navigate to the **Reports** tab in the navigation header. The Reports dashboard displays four built-in charts offering a quick overview:

- **Best Selling Items (Last 2 Months):** A pie chart showing item popularity based on rental frequency.
- **Today's Payments by Type:** Displays payment methods used for the current day.
- **Monthly Sales Trends:** Tracks sales performance over time.
- **Employee Sales (Month-to-Date):** Breaks down sales volume by employee.

Key Report Categories

Payment Reports

- **Auto Pay Report:** View status of automatically charged payments, including approvals and failures.
- **ERS Payment Reconciliation:** Match ERSPay deposits with sales activity.
- **Payments Summary:** Overview of all collected payments.
- **Manage Payments:** Detailed payment info per order; manage customer payments.
- **Receivables Report:** Lists pending payments.
- **Credits and Rain Checks:** Tracks applied discounts and rain checks.

Sales Reports

- **Sales Overview:** Monthly and yearly sales data including order counts, average ticket size, and merchandise.
- **Daily Sales:** Breakdown of sales by individual days.
- **Annual Growth:** Year-to-date comparison with previous year.
- **Tax Reports:** Includes Tax by City, Tax Collected by City, and Accrual Tax reports.

Customer Reports

- **Surveys & Survey Answers:** Results and responses from automated customer surveys.
- **Messages Sent:** Tracks outgoing communications.
- **Digital Signatures & Waivers:** Lists collected customer signatures and waivers.
- **Signed/Unsigned Contract Orders:** Tracks contract status per order.

ERSPay Reports

- **Reconciliation Report:** Matches deposits and debits to your bank account.
- **Payments List:** All transactions via ERSPay.
- **Not Funded List:** Payments received but not yet funded.
- **Funding Date Report:** Lists funded payments by deposit date.
- **Activity Report:** Daily transaction status.
- **Fee Report:** Monthly fees and card brand charges.
- **Statement:** Monthly summary of debits, deposits, and fees.
- **Chargeback Report:** Lists chargebacks.
- **Billing Risk Report:** Highlights orders with mismatched billing and event addresses.
- **Tip Report:** Shows tips collected during checkout.

Product Reports

- **Sales by Category:** Tracks item popularity by category.
- **Checked Out Inventory:** Shows currently rented items.
- **All Items Report:** Detailed inventory overview.

ERS Reports provide valuable insights to help you manage your business efficiently. Be sure to explore each report to make informed decisions and optimize your operations.