Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Report by event allows viewing information on selected events including what shop and checkout lane they took place in, what cashier performed specified actions.

Note
titleImportantAttention!

In order to generate a report by eventthe Event Report, the POS - terminal object should be setup set up and configured in the Intellect POS PSIM (see The POS - terminal object setup).

The Event Report allows displaying the information on the selected events, including the shop and the POS terminal where they occurred, and what cashier performed the specified actions.

In order to display a the event report by event , do the following:

  1. Select Report by event in one of the available ways the Event Report (see Selecting a type of general POS report section).
    Image Modified
  2. Select the events

    to

    that should be displayed in the report by

    checking

    setting the corresponding

    boxes

    checkboxes in the list (

    2

    1).

    Info
    titleNote.
    Click All to select every item on the list or None to remove selection (1).

    Click All to set all checkboxes in the list. Click None to clear all checkboxes.

    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 select at least one value from the list.


  3. From the Event filters drop-down list (2), 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.
  4. From the Status group drop-down list (3) select the status group of those events that should be displayed in a report. If all is selected, then all POS events will be displayed in the report regardless of their status.
  5. Specify the period in the following way:
    1. From the Receiving data period: dropPeriod drop-down list (4) select the time period for which the report is to should be created (3).
    2. If the User Custom period is selected, enter the date of start and end periods for which the report is to should be created in the the from and to fields using the Calendar tool tool. Click the Image Removedthe Image Added button near the corresponding field to use the Calendar tool.
    3. If the User 2 period is selected, enter additionally the time of start and end periods for which the report is to be created using the Image Removed button.
      If another period type is selected, specifying the date of start and end periods is not needed.
    Specify a group of statuses of those events that should be displayed in a report (4)
    1. .
    If All is selected then all POS events are displayed regardless of their status.
  6. Click the Execute (6) button.

As a result, a general summary table of cashiers and events is displayed according to the specified parameters. A total of events for a cashier is displayed in the event events type columncolumns.

Image Modified

In order to save the summary Event Report in .xls format, click the Save button.