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To create a Detailed report, first you must create and configure the POS terminal object in POS PSIM (see The POS terminal object setup). |
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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 a report, select the Detailed report from the list of POS reports (seeSelecting a Select the type of general POS report) and edit report parameters in the form that opens.
- Select the events that must be displayed in the report by setting the corresponding checkboxes in the Events list (1). Click All to select all available events. Click None to deselect. Click Show all to expand the events structure. Click Hide all to hide the structure.
- By default, the list of events is sorted by name. To sort by number, select this option from the
- the Sort by drop
- drop-down list (2)
- .
- To use the search when selecting events, in the search field (3), start entering the event name. The search works from the first character. The results are highlighted in a different color.
- Select the cashiers for the report by setting the corresponding checkboxes in the Cashiers list (4). Click All to select all available cashiers. Click None to deselect. Click Show all to expand the cashiers structure. Click Hide all to hide the structure. By default, the list of cashiers is sorted by name. To sort by number, select this option from the Sort by drop-down list (5).
To use the search when selecting cashiers, in the search field (6), start entering the cashier's last name. The search works from the first character. The results are highlighted in a different color.
- To sort by number, select this option from the Sort by drop-down list.
Select the POS terminals (cash registers) that must be displayed in the report by setting the corresponding checkboxes in the the POS list (7). Click All to select all available POS terminals. Click None to deselect. Click Show all to expand the POS terminals structure. Click Hide all to hide the structure. By default, the list of POS terminals is sorted by name. To sort by number, select this option from the Sort by drop-down list (8).
)- To use the search when selecting the POS terminals, in the search field (9
- , start entering the POS terminal name. The search works from the first character. The results are highlighted in a different color.
- By default, the list of POS terminals is sorted by name. To sort by number, select this option from the Sort by drop-down list.
Note title Attention! The Events, Cashiers and POS fields are mandatory: the report will not be generated if no value from these fields is selected. If you try to generate a report, a warning message will alert you that you must select at least one value from the list.
- From the Status group drop-down list (10), select a status group (see Setting up the groups of statuses of POS events).
- In the Search by receipt number field (11), specify the receipt numbers separated by a comma.
From the Period drop-down list (12), select the time period for which the report must be created.
Info title Note If the Custom time period is selected, enter the start and end dates of the time period for which the report must be created in the from and to fields using the Calendar tool. Click the
button next to the corresponding field to use the Calendar tool.Click the Execute button.
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