Documentation for WEB Report System PSIM 1.0.1.

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Attention!

In order to create the report by the number of canceled goods sum, 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.

To create the Report by the number of canceled goods sum:

  1. Select the Report by the number of canceled goods sum (see Select the type of general POS report).

  2. Select the cashiers who you want to include in the report by setting the corresponding checkboxes in the list. Click All to select all found/available cashiers. Click None to deselect. Click Show all to expand the cashier structure. Click Hide all to hide the cashier structure.

    Attention!

    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. By default, the list of cashiers is sorted by name. To sort by number, select this option from the Sort by drop-down list.
  4. In the Cancellations count field, specify the threshold value of the sum of the canceled goods.

  5. 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.
  6. Click the Execute button. 

As a result, a summary table will be displayed according to the specified parameters. The Total column displays the total sum of the canceled goods by all cashiers. The column with the cashier name displays the sum of the canceled goods by that particular cashier.

To save the summary report in .xls format, click the Save button.