Introduction to Senior Living Reporting

In order to access the reports below, you will log in to your Volanté BackOffice or Volanté Web Reporting module.

If you are using Web Reporting, please select System Reports to access the reporting tree identified below.

The column reading Where to Find indicates where in the report tree structure you will locate each report:

Key Reminders

Always select your Date and Time.
If you would like to narrow your report to a specific area of the community, select the appropriate Profit Center using the Profit Center Filters tab (BackOffice), or by checking off the Profit Center on the left hand side of the screen (Web Reporting).

Sales and Media Reporting (Items and Payments)
Report Name	Where To Find	Description
Sales Report by Profit Center/Revenue Center Filter	System Reports > Sales > Grouped by PC Filters	Net sales information separated by profit center (revenue center) Easy Add-Ons List By Terminal - adds detail to show you each profit center and each terminal
Sales Report by Menu Item	System Reports > Sales > Grouped by Menu Item	Every menu item sold, quantity and totals Easy Add-Ons For more detail: Grouped by Categories, Groups and Menu Items Grouped by Categories and Menu Items
Sales Report by Payment Methods	System Reports > Media Reports > Media Overview	Breakdown of all payment methods, net cash owed Easy Add-Ons List by Employee - allows you to see what each employee processed and net cash owed for each
Category Comparison of Items	System Reports > Sales > Grouped by Categories	Lists categories of items sold
Resident Account Reporting
Report Name	Where To Find	Description
Resident Account Totals	System Reports > Customer Database > On-Account Summary	Breakdown of all resident account types and totals for each Easy Add-Ons List by Customer - allows you to view totals by each resident
Account Invoice with Trans Details	System Reports > Customer Database > Account Invoice with Trans Details Select a Customer: Navigate to Profit Center Filters. Select Customers. Type Customer Name. Press Search. Select Customer.	Invoice detailing all items purchased by resident within the time period.
Current Account Balance Report	System Reports > Customer Database > Account Balance > Current Balance > Current Account Balance	Lists all accounts, by customer, with account balances and account types
Account Balance by End Date	System Reports > Customer Database > Account Balance > By Start/End Time > Account Balance by End Time	Lists all account balances by end date
Account Receivable Report - BackOffice Adjustments	System Reports > Customer Database > Account Balance > Account Receivable > Account Receivable BO Entries Report	Lists all BackOffice adjustments made on customer accounts
Transactions Processed On Account	System Reports > Customer Database > Account Balance > Account Receivable > Account Receivable Transactions Report	Lists all transactions and totals that were performed on customer accounts and on which terminal
Customer List Report	System Reports > System Listings > Customer List	List of all customers in the system, with account types
Head Count Reporting
Report Name	Where To Find	Description
Head Count and Average Check	System Reports > Statistical Reports > By Time Interval > Average Check	Lists your total number of people served in a specific time interval (10 min, 15 min, 30 min, hourly, daily, weekly, monthly or yearly)

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