The Order Reports show information about your orders, or all charges made in a single purchase. A single order can include one or multiple charges. For more information about using reports, see Reports.
If a charge equals $0, Kube shows the charge in the Order Reports but does not show it on the Charges screen. Examples of $0 charges are bookings made with hours/credits and $0 charges you add through the Charges screen or contracts.
To view the Order Reports, select Reports > Operational and select the report on the drop-down menu.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
Order Summary Report
The Order Summary Report lists all of your orders for all properties and breaks down each order total by total monthly charges, one-time charges, security deposits, setup fees, and tax. Each order breakdown totals in the Grand Total row at the bottom of the report. For column heading definitions, see the Order Summary Report Screen Reference below.
Selecting an order in the Order Summary Report brings up the Order Detail Report that shows all of the charges for the order you selected. See the following section of this article for more information about the Order Detail Report.
The following graphic shows an example of the Order Summary Report screen:
Order ID | Order number associated with the order.
NOTE: An order can include one or multiple charges. |
Contract Name | Version of contract that charges are from.
TIP: Use the Order Detail Report to see the contract name associated with an order. |
# of Charges | How many charges are included in the order.
NOTE: An order can consist of one or multiple charges. |
Original Order Date | Date the order was created. |
Last Updated | Date the order was last update. |
Sum of Monthly Charges | Total value of recurring charges from the order.
NOTE: Recurring charges are always part of a contract. |
Sum of One-Time Charges | Total value of one-time charges from the order.
NOTE: One-time charges can be part of a contract or can be added through the Charges screen. |
Sum of Security Deposits | Total value of all security deposits from the order. |
Sum of Setup Fees | Total value of all setup fees from the order. |
Sum of Taxes | Total value of all taxes from the order. |
Total | Total monthly, one-time, security deposit, setup fee, and taxes from the order. |
Order Type | How the order was placed.
NOTE: An online order is one placed by a member or prospect through the Prospect Portal Bookings Calendar or the Member Portal Bookings Calendar screens. |
Order Detail Report
The Order Detail Report shows all the charges that make up the order you selected in the Order Summary Report. Each monetary column totals in the Grand Total row at the bottom of the report. For column heading definitions, see the Order Summary Report Screen Reference below.
TIP: To see more information about the contract that charges in the Order Detail Report belong to, visit the Contracts screen.
The following graphic shows an example of the Order Detail Report screen:
Order ID | Order number associated with the order.
NOTE: An order can include one or multiple charges. |
Type | The kind of item or service the charge is for. |
Contract | Name of the contract that the charge belongs to.
TIP: You can view contracts on the Contracts screen. |
Charge Date | Date Kube created the charge.
NOTE: Kube does not create $0 charges on the Charges screen. Instead, it lists them in the Order Reports for reference, so there is no date to display for $0 charges. |
Quantity (Qty) | How many amenities were ordered. When the charge is for a space, the quantity is one. |
Item | Amenity or space the charge is for. |
Charge Status | Whether Kube has invoiced the charge. |