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In order to generate a report by POS terminal, the POS-terminal and the Shop objects should be setup and configured in the Intellect (see The POS-terminal object setup and Setting up the Shop system object). |
In order to display generate a report by POS, do the following:
- Select the Report by POS in one way (see Selecting a type of general POS report section).
Select the POS terminals (cash desks) by which it is necessary to display generate a report by setting the corresponding checkboxes checked in the POS list (1).
Infonote title Note. In order to set checkboxes checked in every item of the list click All, to set all checkboxes unchecked click None (2).
Info title 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.
Info title Note. POS terminals which do not related with the shop are not available in the list.
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, which are not assigned to the shop, are not available in the list.
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.
- 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 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: dropFrom the Receiving data period drop-down list (4) select the time period for which the report is to be created (4). If the User defined period 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. - 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 From the Status group drop-down list (5), select the status group of those events that should be displayed in a the report (5). If All is selected then , the report will include all events are displayed regardless of their status.
- Click the Execute button (6).
Example of a report by POS:
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 is displayed. In the column called by cash desk the POS terminal name the amount of events by their type registered for this cash desk POS terminal is displayed by their type.
In order to save a general summary report by POS terminals in.xls format click the Save button.
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