Documentation for WEB Report System PSIM 1.0.1.

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Attention!

In order to create the event report, you must first create and configure the POS terminal object in POS PSIM (see The POS terminal object setup).

Note

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.

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.

To create the event report:

  1. Select the Event Report (see Select the type of general POS report).

  2. Select the events that must be displayed in the report by setting the corresponding checkboxes in the list. Click All to set all checkboxes in the list. Click None to clear all checkboxes. To expand the event structure, click Show all. To hide the event structure, click Hide all.

    Attention!

    This field is mandatory: the report won't be created if no value is selected. If you try to create a report, a warning message will alert you that you must select at least one value from the list.

  3. By default, the list of events is sorted by name. To sort by number, select this option from the Sort by drop-down list.
  4. 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.
  5. From the Status group drop-down list, select the status group of those events that must be displayed in a report. If all is selected, then all POS events will be displayed in the report regardless of their status.
  6. From the Period drop-down list select the time period for which the report must be created.
    1. If you select the Custom period, enter the dates of the start and end periods for which the report must be created in the from and to fields using the Calendar tool.
    2. If you select the Custom 2 period, additionally enter the start and end periods of the report generation.
  7. Click the Execute button.

As a result, a 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 type columns.


In order to save the general event report in .xls format, click the Save button.