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Documentation for Intellect Web Report System 3.3. Documentation for other versions of Intellect Web Report System is available too.
Attention!
In order to create reports by POS terminal the Shop objects are to be created and configured in the Intellect software package. The Shop object is created on the Programming tab of the System settings dialog box.
Note.
Detailed information about Shop object settings see in the Setting up the Shop system objects section of the POS-Intellect Software Package. Administrator's Guide document.
In order to display a report by POS do the following:
- Select Report by POS in one way (see Selecting a type of general POS report section).
Select POS terminals (cash desks) by which it is necessary to display a report by setting corresponding checkboxes checked in the list (1).
Note.
In order to set checkboxes checked in every item of the list click All, to set all checkboxes unchecked click None (2).
Note.
In order to select all POS terminals in one shop set a checkbox for this shop. In order to delete all POS terminals of a shop from report do vice versa: set a checkbox unchecked for this shop.
Note.
POS terminals which do not related with the shop are not available in the list.
- Specify a filter of those events that should be displayed in a report (3). If All is selected then filter of events is not considered and report is created by all events.
- Specify the period in the following way:
- From the Period: drop-down list select the time period for which the report is to be created (4).
- If the User defined period is selected, enter the date of start and end periods for which the report is to be created in the from and to fields using the Calendar tool. Click the button near the corresponding field to use the Calendar tool.
- If the User defined 2 period is selected, enter additionally the time of start and end periods for which the report is to be created using the button.
If another period type is selected, specifying the date of start and end periods is not needed.
- Specify a group of statuses of those events that should be displayed in a report (5). If All is selected then all events are displayed regardless of their status.
- Click Execute (6).
As a result a general table of by POS events (according to the parameters) is displayed. In the Total column the total amount of events is displayed by their type. In the column called by cash desk name the amount of events registered for this cash desk is displayed by their type.
In order to save a general report by POS terminals in.xls format click Save.