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Note
titleImportantAttention!

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

In order to display a report by cashier do the following:

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 the Report by cashier:

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

  2. Select

    cashiers by whom it is necessary to display a

    the cashiers who you want to include in the report by setting the corresponding checkboxes

    checked in the 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

    in the Cashiers list.

    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 must select at least one value from the list.

  3. To use the search when selecting cashiers, in the search field start entering the cashier's last name. The search works starting from the first character. The results are highlighted in a different color.

  4. 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. From the Event filters drop-down list, select an event filter that must be used to generate the report. If All is selected, then event filters are not considered, and the report is created by all events.
  6. From
    7. the Period:
  7. the Status group drop-down list, select the status group of those events that must be displayed in the report. If All is selected, the report will include all POS events regardless of their status.

  8. From the Period drop

    9.  drop

  9. -down list, select the time period for which the report

    10. is to

  10. must be created

    11. (3)

  11. .

    12. infoIf the 

    13. titleNote

    1. If you select the Custom period

    14. is selected

    1. , enter the

    15. date

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

    16. is to

    1. must be created in

    17. the 

    1. the from and to fields using the Calendar

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

    1. tool

    19. .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

    1. .

  20. Click the Execute
    21. (5)
  21. button.
    22. As a result a general table of by-cashier events (according to the parameters) is displayed.

Example of a Report by cashier:

Image Added

In the Total column, the total

...

number of events

...

by their type is displayed. In the column

...

with the cashier name, the

...

number of events by their type registered for this cashier is displayed

...

.

...

In order to save

...

the general

...

Report by cashier in .xls format, click the Save button.

The Report by cashier is created.