Versions Compared

Old Version 5

changes.mady.by.user Evgeniya Kononova

Saved on

compared with

New Version Current

changes.mady.by.user Alena Kniazeva

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Note
titleAttention!

In order to generate create the Report by cashier, you must first create and configure the POS terminal object should be set up and configured in Axxon in POS PSIM (see The POS terminal object setup).

Info
titleNote

You can use templates when you create a report.

To add a new template, click Report templates→New template and fill in the Name and Description fields. The template will use the selected parameters of the current report.

Templates work the same way as templates in the scheduler and can be used interchangeably.

When you create a response using a template, click Report templates at the top of the page and select the required template from the list of saved templates (the required template is highlighted). As a result, the parameters of the current report are updated according to the selected template.

To create In order to generate the Report by cashier, do the following:

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

  2. Select the cashiers by whom it is necessary to generate who you want to include in the report by setting the corresponding checkboxes in the the Cashiers list (1).

    Note
    titleAttention!

    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 must select at least one value from the list.

  3. To use the search when selecting cashiers, in the search field

    4. (2)

  4. start entering the cashier's last name. The search works starting from the first character. The results

    5. will be

  5. are highlighted in a different color.

    6. Click All to select all found/available cashiers. Click None to deselect. Click Show all to expand the cashiers structure. Click Hide all to hide the cashiers structure.

  7. By default, the list of cashiers is sorted by name. To sort by number, select this option from the Sort by drop-down list.
    8. From the
  8. From the 
  9. Event filters drop-down list
    10. (3)
  10. , select an event filter that
    11. should
  11. must be used to generate the report.
    12. If 
  12. If All is selected, then event filters are not considered, and the report is created by all events.
  13. From the Status group drop-down list
    14. (4)
  14. , select the status group of those events that
    15. should
  15. must be displayed in the report. If All is selected, the report will include all POS events regardless of their status.

  16. From the Period drop-down list

    17. (5)

  17. , select the time period for which the report

    18. should

  18. must be created.

    1. If

    19. the 

    1. you select the Custom period

    20. is selected

    1. , enter the

    21. date

    1. dates of the start and end periods for which the report

    22. should

    1. must be created in the from and to fields using the Calendar

    23.  tool. Click the Image Removed button near the corresponding field to use the Calendar 

    1. tool.

  24. Click the Execute button.

Example of a Report by cashier:

Image Modified

In the Total column, the total amount number of events by their type is displayed. In the column with the cashier name, the amount number of events by their type registered for this cashier is displayed.

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

The Report by cashier is created.