Reports

Back Office - Screens

 

To access, select the reports option when available in anyone of the Back Office menus. Used to preview/print/run reports in Back Office.

 

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Sections      ▲ ▼

• Search Field
• Filters/Options
• Report Groups
• Footer

 

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Search Field Section      ▲ ▼

 

Example of a partial report name entered into the search field section

 

Enter the full/partial name or full/partial ID of a report to list all reports that have the text entered in their name or ID.

 

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Filters/Options Section      ▲ ▼

 

 

 

Filter Types

• Period - Select the period to be reported on. This can either be in the form of a predefined Period or as a selected Date/Time range by using the From/To Date/Time filters.
• From/To - Select the From/To options 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 option is selected.
• Drop-Down Lists - Select from a drop-down list to ensure the selection is applied. For example:
  • Inactivity Period, Movement Type, Sort By, Group By, Status, Type, etc.
• Check Box Options- Select from the options enabled to ensure these are applied. For example:
  • Use Master Groups, Include Inactive Products, Include Discontinued Products, Include Nil Inventory Products, etc.
• Search Screen Filters - Select the search option (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 - To be continued ...
• 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:
    • 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.
    • 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.
    • 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.

 

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Report Groups Section      ▲ ▼

 

 

 

Lists the report groups. Expand/Collapse groups as required to list their currently available reports.

 

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Footer Section      ▲ ▼

 

 

• Reset - Select to reset only those filters/options, 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).
  
  

 

• Print - Select to print the Report.
• Preview - Select to preview the selected Report.
• Save As Favourite - Select to display the following prompt:

 

• Save As Favourite continued ...
  • Select the Private or Public option to save the selected Report and it's current filters/options 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 option.
• Edit Favourites - Select to open the Edit Favourite Reports screen to manage saved Reports.
• Information - Select to display information relating to the currently selected Report.
• Close - Select to exit.

 

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