Paladin report enhancements

Features and Updates, New Features

We’ve updated some of our popular reports with new features. Excel version of the Credit Card Deposit Report We’ve added an Excel version of the Credit Card Deposit Report with a complete list of transactions as well as separate tabs for each employee or terminal, depending on your report settings. Excel Transaction Report gets a […]

How to create the credit card deposit report

Knowledge Base, Process, Reports

In Paladin, on the top ribbon, select the Reports module. Select the Reports tab. In the Report Area pane, click Sales Analysis, and then click Daily Balancing. In the Report List pane, do one of the following: To only create the Credit Card Deposit report, click Credit Card Deposit. To create the Credit Card Deposit report as part of a register balance report, click one of […]

How to set a Salesperson Exception report to show manual discounts

Knowledge Base, Reports

When an employee manually discounts an item by clicking Discount Item (or pressing F4) in an invoice or quote, the discounted price is now included in the Salesperson Exception Report. The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and sorted by employee. […]

Controlled substance management

Knowledge Base, Pharmacy, Process, Setup

State level regulations have been placed into action for some areas to collect detailed information on individuals picking up Class II through Class IV controlled substances. Should your business reside in one of these states, Paladin has a solution. All pharmaceutical dispensing systems that have bi-directional integration with Paladin may use the feature. Paladin requests […]

Credit card expiration report

Knowledge Base, Process, Reports

As stores utilize Credit Cards On File with the P2PE credit card encryption systems, periodic maintenance of this stored data is required.  Paladin’s credit card expiration report allows accounting departments to quickly and easily create an Excel worksheet of all stored credit cards (tokens) that expire on or before the last day of the current […]

Address Verification Service (AVS) Attention List report

Knowledge Base, Process, Reports

The Address Verification Service (AVS) Attention List report details which cards on file for customers do not meet the optimal AVS rating.   AVS non-approval states (as supplied by the credit card processing industry) are: Street address matches, but postal code does not match Street address matches, but postal code not verified Street address and postal […]

Invoice Margin Analysis Report

Invoice/Quote, Knowledge Base, Reports

This article provides instruction on creating Invoice Margin Analysis reports. To create a report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select What I Need To Know. In the Report List pane, select Invoice Margin Analysis Report. In the Choose Report pane, click F12 Next. In the […]

Received POs Report

Knowledge Base, Reports, Setup

This article provides instruction on generating lists of received purchase orders (and totals) based on selection criteria. To perform this: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the Receive PO tab, select F6 Find PO. In the Find PO window, under the PO Details pane, select from […]

Comparative revenue report export

Knowledge Base, Process, Reports, Setup

This option causes the Comparative Revenue Report to export a row for every active department in your store. Every report will contain the same number of lines, simplifying using this data in other management or reporting systems. To enable this feature: In Paladin, from the main menu, select File > Setup. Select the Company tab. […]