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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 POS PSIM (see The POS - terminal object setup). |
In order to display a report generate the Report by cashier, do the following:
Select the cashiers by whom it is necessary to
display agenerate the report by setting the corresponding checkboxes
checkedin the Cashiers list (1).
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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 Period drop-down list (5), the Period: drop-down list select the time period for which the report is to should be created (3).
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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 buttonthe 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.
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
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the summary Report by cashier in .xls format, click the Save button.