Reports

 

Back Office > Terminal Sales / Products / Inventory / Suppliers / Clerks / Members / Accounts / Administration / Fuel > Reports

 

Description

 

The screenshot below represent a sample of the numerous Report filter/options available in Reports. These filter/soptions vary depending on the report selected.

 

Reports

 

 

Search Field

 

The search field in the top left hand corner of the screen can be used to enter any search text, and search the available Reports by selecting the select button to the left of the field. For example, enter Group Sales or SAL014. Only those Reports will be returned where the text entered was found in either the Report Name or Information.

 

Report Filters/Options

 

Note : The Report Filters/Options available, vary depending on the Report selected.

 

The following types of Report Filters are available:

 

  • Period - Select the period to be reported on. This can either in the form of a predefined Period or as a selected Date/Time range by using the the From/To Date/Time filters.
  • From/To - Select the From/To buttons to limit the data Reported on to the range selected. For example :

    • Members/Accounts, Receipts, Classification, Clerks, Clerk/Staff Groups, Locations, Terminals, Media Types, PLUs, etc.


  • String Filters - Enter a character string to return only the data rows that have the text entered matching exactly or not depending on whether the Exact Match check box is selected.
  • Drop Down Lists - Select from a drop down list to ensure that the Report Filters selected are applied to the current Report. For example :

    • Inactivity Period, Movement Type, Sort By, Group By, Status, Type, etc.
       
  • Check Box - Select from the check boxes enabled to ensure the Report Filters selected are applied to the current Report. For example :

    • Use Master Groups, Include Inactive Products, Include Discontinued Products, Include Nil Inventory Products, etc.


  • Search Screen Filters - Select the button associated to limit the data Reported to the selection made. For example :

    • Terminal Reset, Location Group, Product Family, Product Range, Price Level, Time Group, etc.

 

Noteworthy

 

  • Location - Select the checkbox on the left to invoke the Locations selection screen which enables the selection of multiple Locations without having to specify a range.
  • Group - Select the checkbox on the left to invoke the Product Groups selection screen which enables the selection of multiple Product Groups without having to specify a range.
  • Location Sub Filters State/BDM/Type/Franchise Fee - Select to open the Search Location Filters screen to select the Location Sub Filters required to filter the report. Only data from the Locations assigned to that Sub Filter will be Reported. These are customisable and can be configured here.
  • Franchise Fee -
  • Time Period - Select to the Search Time Periods screen to select a Time Period to be used to filter the report. Time Periods can be configured here.
  • Type - For the following reports:
    • Period Location Summary report - Select from the drop down list to report either By Value, By Qty or By Qty & Value.
    • Debtors Statement, Tax Invoice [Statement] and Tax Statement 2 - Statements can be generated by selecting one of the following Type options available:
      1. All - Primary Includes Linked Accounts - Statements are generated for All Standard and Primary Accounts that comply with the filters selected. Separate Statements for Linked Accounts (related to the Primary Accounts that are selected for reporting) WILL be generated. The Primary Account WILL include Linked Account transactions.
      2. All - Primary Excludes Linked Accounts - Statements are generated for All Standard and Primary Accounts that comply with the filters selected. Separate Statements for Linked Accounts (related to the Primary Accounts that are selected for reporting) will NOT be generated. The Primary Account will NOT include Linked Account transactions.
      3. All - Except Linked (Included in Primary) - Statements are generated for All Standard and Primary Accounts that comply with the filters selected. Separate Statements for Linked Accounts (related to the Primary Accounts that are selected for reporting) will NOT be generated. The Primary Account WILL include Linked Account transactions.
  • Use Master Groups - Select to ensure that data reported is grouped by Master Group. When NOT selected, data reported will be  grouped by Product Group.
  • Top/Bottom - Select the label Top to toggle between Top and Bottom. Displays/Enter the Top/Bottom number of rows of data to be returned based on the selection made from the drop down list Based on. This filter is used by Top-Bottom Reports, for example Top-Bottom Selling Items.
  • Show Detail/Show Summary - Select to show either more Detail or a Summary of what is currently reported. The Show Detail is most often used to report at Product level. The Show Summary option is used by the Groups Sales by Location report.
  • Event - Select open the Search Event Periods screen to select an Event to be used to filter the report. Events can be configured here.
  • Show Tax Inc - Select to ensure values reported are inclusive of Tax. When NOT select, values reported will be exclusive of Tax.

 

Footer

 

  • Reset - Select to reset only those Report Filters that are currently editable to their default values.
  • Export - Select from the drop down list any one of the export formats available.
     

 

Select the Email via Microsoft Outlook (Separate PDFs) option when the report generated contains data that needs to be emailed to multiple emails (Accounts/Members) as separate PDFs. For example the Event Customer Summary (EVT002).

 

Note : The drop down list may vary depending on the Report selected. Also, the entries Email via Microsoft Outlook (PDF) and Email via Microsoft Outlook (Separate PDFs) works with all versions of Microsoft Outlook including Office 365 (Reseller Help - For Emailing Reports information.  Outlook must also be configured to Run As Administrator.  If Outlook is NOT running "as Administrator" then it may not work in Office 2010/2013/2016/365. If Outlook is closed at the time you export, it will start Outlook "as Administrator"

 

  • Print - Select to print the Report.
  • Preview - Select to preview the selected Report.
  • Save As Favourite - Select to save the selected Report and it's current Filters and add it to the list of Favourite Reports. Favourite Reports can be given customised names. Once saved these reports will appear in either the Private Favourites or Public Favourites menu items.
  • Edit Favourites - Select to open the Edit Favourite Reports screen to manage saved Reports. For more information ...
  • Information - Select to display more information relating to the currently selected Report.
  • Close - Select to exit.

 

Edit Favourite Reports

 

 

This screen is accessed from here and is used to edit/manage Reports that have been previously Saved as Favourite. The Private tab list those reports that have been Saved as Favourite or Copied (see Copy function below) and set as Private by the currently logged in Clerk. The Public tab list all those reports that the currently logged in Clerk has the authority to access, and that have been Saved as Favourite and set as Public by all Clerks.

 

Grid

 

The grid displays the: Favourite Name, Owner, Report Name, Report Name and Default. Note : The Favourite Name entered will replace the Report Name (Title) / File Name when the report is generated. Also, the Favourite Name can only be changed for those Reports that are owned by the currently logged in Clerk. Rows displayed in the grid can be sorted by toggle selecting the column headings.

 

Footer

 

  • Retrieve - Select to exit and return to the Reports menu with the selected report highlighted and it's Report Filters loaded.
  • Copy - Select to copy the selected report.
  • Save - Select to save changes.
  • Delete - Select to delete the selected row. Note : Only Reports owned by the currently logged in Clerk can be deleted.
  • Set as Private/Public - Select either to set a Favourite Report as either Private or Public. Note : Only those Public Reports owned by the currently logged in Clerk can be set as Private. Use the Copy function instead to create a Private copy of a Report that is owned by another Clerk.
  • Close - Select to exit.

 

Related Topics

 

  1. General
  2. Reports
  3. Reseller Help - For Emailing Reports information
  4. Security Groups

 

Published 28 Mar 2024