Back Office > Terminal Sales > Dynamic Analysis
Description
This menu item is used to create/run Data Analysis Reports of Clerk and Sales related data. SwiftPOS provide a number of sample Reports that can be copied and customised as required.
To Be Considered
- Note : Data values displayed here will only be based on sales that have been processed in the SwiftPOS Back Office by the Sales Processing Service.
Pre-Requisites
- A current Software Enhancement Licence will be required in order to be able to access this feature.
Dynamic Analysis
Filters
- The filters at the top of the screen can be used to limit the data returned. The filters include the following types:
- Date Range From/To - The filter fields of this type are: Date Range drop down list and From/To Dates.
- Drop Down Lists - The filter fields of this type are: Location.
- Run Report - Select to run the selected report based on the filters set/selected.
- Pivot Export - Select to export the data returned as a .XLSX file.
Grid
- Reports - Lists both the SwiftPOS provided sample reports as well as any custom created reports.
- Report - Displays the data returned as a result of selecting the Run Report button.
Footer
- New - Select to add a Report, or select from the drop down list the Copy Selected option, to create a new Report based on a copy of the currently selected Report.
- Edit - - Select to edit the selected row. Note : This button will only be enabled when a custom report is selected.
- Delete - Select to delete the selected row. Note : This button will only be enabled when a custom report is selected.
- Close - Select to exit.
Operation
- Select/Set the required filters.
- Select the required Report.
- Select either:
- Run Report - Data returned will be displayed in the grid.
- Pivot Export - A prompt will be displayed to select the folder in which the data will be exported to as a .XLSX file.
Report Designer
Header
- Name - Displays/Enter the name of the Report.
- Folder - Displays/Enter the name of the Folder the report will be listed under in the Report List section of the Dynamic Analysis screen.
- Public - Toggle select to ensure the Report is considered Public (selected) / Private (unselected).
Columns
Find Field
- Name - Enter the full/partial name of the column to be searched. For example, entering ay will return all columns with ay in their name.
List
Lists all available columns that have not as yet been assigned to the Report.
Buttons
Adds the selected column to the Report
Removes the selected column from the Report
Adds all columns to the Report
Removes all columns from the Report
Moves the column selected in the grid up a row
Moves the column selected in the grid down a row
Grid
- Column - Displays the columns currently included in the Report.
- Name - Displays the Name given to the column that will be used when generating the Report.
- Format - Select from the drop down list the appropriate format.
- Group - Select to ensure that details rows reported will be grouped by the selected column.
Buttons
- Add Custom Column - Select to open the Add/Edit Formula screen to add a new Custom column.
- Edit Custom Column - Select to open the Add/Edit Formula screen to edit the selected Custom column.
- Remove Custom Column - Select to delete the selected Custom column.
Footer
- OK - Select to save any changes and exit.
- Cancel - Select exit without saving changes.
Add/Edit Formula
Use the Help information provided on the screen when creating formulas.
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