Documentation for WEB Report System PSIM 1.0.1.

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Attention!

In order to create the report by POS, you must first create and configure the POS terminal and the Shop objects in POS PSIM (see The POS terminal object setup and Setting up the Shop system object).

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 POS:

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

  2. Select the POS terminals (cash desks) that you want to include in the report by setting the corresponding checkboxes in the POS list. Click All to select POS terminals. Click None to deselect. Click Show all to expand the POS terminal structure. Click Hide all to hide the POS terminal 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.

    The POS terminals that are not assigned to the shop are not available in the list.

  3. To use the search when selecting the POS terminals, in the search field start entering the POS terminal name. The search works starting from the first character. The results are highlighted in a different color.

  4. 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.
  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 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 events regardless of their status.
  7. 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.
  8. Click the Execute button.

Example of a Report by POS:

In the Total column, the total number of events by their type is displayed. In the column called by the POS terminal name, the number of events by their type registered for this POS terminal is displayed.

In order to save the general Report by POS in .xls format, click the Save button.