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Note
titleAttention!

In order to generate the To create a Detailed report, the first you must create and configure the POS terminal object should be created and configured in POS PSIM (see The POS terminal object setup).

In order to display the Detailed report, do the following:

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To create a report, select the Detailed report from the list of POS reports (see Selecting a type of general POS report) and edit report parameters in the form that opens.

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  1. Select the events that should 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 Sort by drop-down list (2).
  2. To use the search when selecting events, in the search field (23), start entering the event name. The search works starting from the first character. The results will be are highlighted in a different color.
  3. Select the cashiers for the report by setting the corresponding checkboxes in the Cashiers list (4). Click All to select all found/ available events cashiers. Click None to deselect. Click Show all to expand the events cashiers structure. Click Hide all to hide the events structure.Select the cashiers by whom it is necessary to display the report by setting the corresponding checkboxes in the list (3 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).
  4. To use the search when selecting cashiers, in the search field (46), start entering the cashier's last name. The search works starting from the first character. The results will be are highlighted in a different color. Click .

  5. Select the POS terminals (cash registers) that must be displayed in the report by setting the corresponding checkboxes in the POS list (7). Click All to select all found/ available cashiersPOS terminals. Click Click None to deselect. Click Show all to  to expand the cashiers POS terminals structure. Click Click Hide all to hide the cashiers Select the POS terminals (cash desks) that should be displayed in the report by setting the corresponding checkboxes in the list (5).  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).

  6. To use the search when selecting the POS terminals, in the search field (69), start entering the POS terminal name. The search works starting from the first character. The results will be are highlighted in a different color. To select all POS terminals of a shop, set a checkbox next to this shop. Click All to select all found/available POS terminals. Click None to deselect. Click Show all to expand the POS terminals structure. Click Hide all to hide the POS terminals structure.

    Note
    titleAttention!

    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 should must select at least one value from the list.

  7. From the Status group drop-down list (710), select a status group (see Setting up the groups of statuses of POS events).
  8. To use In the search Search by receipt number, in the search field (811) start entering the value or multiple values separating with , specify the receipt numbers separated by a comma. 
  9. From the Period drop-down list (912), select the time period for which the report should must be created.

    Info
    titleNote

    If the Custom time time period is selected, enter the enter the start and end dates of the time the time period for which the report should must be created in the from and to fields using the Calendar tool. Click the  button near button next to the corresponding field to use the Calendar tool.

  10. Click the Execute button. As a result of the operation, you will switch to the Detailed report (see Detailed reports)

To save the report to a file, click the Save button. This report can only be saved in Excel format.

Example of a Detailed report:

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Example of a Detailed report in Excel format:

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The Detailed report generation is complete.