Documentation for WEB Report System PSIM 1.0.1.

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Attention!

In order to generate the Report by POS, the POS terminal and the Shop objects should be set up and configured in POS PSIM (see The POS terminal object setup and Setting up the Shop system object).


 In order to generate the Report by POS, do the following:

  1. Select the Report by POS (see Selecting a type of general POS report).

  2. Select the POS terminals (cash desks) by which it is necessary to generate a report by setting the corresponding checkboxes in the POS list (1).

    Attention!

    • This field is mandatory: the report will not be generated if no value is selected. If you try to generate a report, a warning message will alert you that you should select at least one value from the list.
    • The POS terminals that are not assigned to the shop, are not available in the list.

  3. To use the search when selecting the POS terminals, in the search field (2) start entering the POS terminal name. The search works starting from the first character. The results will be highlighted in a different color. To select all POS terminals of a shop, set a checkbox next to this shop. Click All to select all found/available POS terminals. Click None to deselect. Click Show all to expand the POS terminals structure. Click Hide all to hide the POS terminals structure.

  4. From the Event filters drop-down list (3), select an event filter that should be used to generate the report. If all is selected, then event filters are not considered and the report is created by all events.
  5. From the Status group drop-down list (4), select the status group of those events that should be displayed in the report. If all is selected, the report will include all events regardless of their status.
  6. From the Period drop-down list (5) select the time period for which the report is to be created. If the Custom 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.
  7. Click the Execute button.

Example of a Report by POS:

In the Total column the total amount of events by their type is displayed. In the column called by the POS terminal name the amount of events by their type registered for this POS terminal is displayed.

In order to save a summary Report by POS in .xls format, click the Save button.