How to issue vendor reports

Objective:

This document will guide you through the steps to make:

• Weekly reports to be sent to certain emails (Slot Activity and Cash Balance)
• Issue reports instantly, with custom date ranges (Cash Balance and Meters)

Procedure:

Creating a task that will send emails with vendor reports (Slot Activity and Cash Balance):

    1. Login as an admin user

    2. Go to Admin -> Task Scheduler. We will schedule a task to run weekly, and send email reports.

    3. Click on "Schedule New Task":

    4. On the "Task" tab, select "Slot Activity - Meters Report" from the dropdown list. Click "Next" afterwards.

    5. On the "Frequency" tab, select the frequency you would like to receive this report. Click "Next" afterwards:

    6. If we select "Weekly" on the step before, the following screen will appear. Select the day and the time the report should be issued. Click "Next" afterwards:

    7. On the "Users" tab, select from the dropdown list the users that should receive the report through the email they have submitted on their user. Click "Next" afterwards:

    8. On the "Details" tab, select the slots that will participate on the report, and also the title you would like to give to this report. Click "Next" afterwards:

    9. On the "Save" tab, click on "Save Task". The task will be created. Once the time/day selected is reached, the system will issue an email with the report of the machines selected to the emails provided. If you don't find the email, search on your SPAM mailbox.

Generating vendor reports instantly (Cash Balance): 

    1. Log in as a Manager user.

    2. Go to Management -> Reports:

    3. Go to the "Cash Balance" tab:

    4. Select the Slot icon, which is the "Slot Cash Balance":

    5. Select the Date Range, From and To dates, Slots to be included on the report, click "Apply" and then click "Run". The report will be generated:

Generating vendor reports instantly (Slot Meters): 

    1. Log in as a Manager user.

    2. Go to Management -> Reports:

    3. Go to the "Slots" tab:

    4. Select the Blue icon, which is the "Slot Meters - Time Range:

    5. Select the Date Range, From and To dates, Slots to be included on the report, click "Apply" and then click "Run". The report will be generated:

Video

How to issue vendor reports video

Side notes:

Match Play cash Balance = Bill in + Match play

Match play cash balance shows the quantity summed. This calculation will include all the bill in the slot received, and also the Match plays collected on the cashier that were used on this specific slot.

Different ways of calculating vendor percentages:

The system will always give the user both Meters and Cash Balance. If the user would like to check for meters, he should look at the Net Win, which is basically Coin In - (Coin out + Jackpot). The Jackpot column is machine specific Jackpot.

For more information about Meters and Cash Balance reports:

Understanding reports - Slot Meters

Understanding reports - Cash Balance

Tips:

When creating a task under Task Scheduler to send reports, please fill out the "When" tab at least 5 minutes after the close accounting task time. This is a good practice that will prevent discrepancies to happen (reason: Cash Balance report that comes with the vendor report considers closing and not time frame).

Example:

Close accounting task: 7:00AM

Vendor reports (Slot activity meters task): 7:05AM