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In order to generate a report the Report by cashier, the POS-terminal object should be setup set up and configured in the Intellect (see The POS-terminal object setup). |
In order to display a report generate the Report by cashier, do the following:
- Select the Report by cashier in one way (see Selecting a type of general POS report section).
Select the cashiers by whom it is necessary to display a generate the report by setting the corresponding checkboxes checked in the Cashiers list (1).
- Specify a filter of those events that should be displayed in a report (2). If All is selected then filter of events is not considered and report is created by all events.
Note title 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.
To use the search when selecting cashiers, in the search field (2) start entering the cashier's last name. The search works starting from the first character. The results will be highlighted in a different color. 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.
- 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.
- 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 POS events regardless of their status.
From the Period drop-down list (5), From the Period: drop-down list select the time period for which the report is to should be created (3).
Info title Note If the Custom period is selected, enter the date of start and end periods for which the report
is toshould be created in
thethe from and to fields using the Calendar tool. Click the button near the corresponding field to use the Calendar tool.
Specify a group of statuses of those events that should be displayed in a report (4). If All is selected then all POS events are displayed regardless of their status.
Click Execute (5).- Click the Execute button (6).
As a result a general table of by-cashier events (according to the parameters) is displayed.
Example of a Report by cashier:
In the Total column the total amount of events
...
by their type is displayed. In the column
...
with the cashier name the amount of events by their type registered for this cashier is displayed
...
.
...
In order to save
...
the summary Report by cashier in .xls format, click the Save button.