Report by the number of goods with specific action

Attention!

In order to create the report by the number of goods with specific action, 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 goods with specific action:

Select the Report by the number of goods with specific action (see Select the type of general POS report).
Select the cashiers who you want to include in the report by setting the corresponding checkboxes in the Cashiers list.
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.
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. 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.
By default, the list of cashiers is sorted by name. To sort by number, select this option from the Sort by drop-down list.
From the Action drop-down list, select the required cashier action.
In the Goods field, enter a substring of the goods name to search for the goods, the action on which must be displayed in the report. The substring must be at least four characters long.
Note
When you click the Goods field, the No results found message is displayed. The message will disappear when you enter the name of the goods.
In the Number of items in check more than field, enter the minimum number of this item in a check.
In the Price range field, enter the minimum and maximum price values for the item in the from and to fields.
From the Period drop-down list, select the time period for which the report must be created.
1. If you selec the Custom period, enter the dates of start and end periods for which the report must be created in the from and to fields using the Calendar tool.
Click the Execute button.
Note
To change the currency in the report, see Setting up the currency format for Report by the number of goods with specific action.

Example of a report by the number of goods with specific action:

This is a summary table of the selected action by the cashiers. The Total column displays the total price of the goods with the selected action for all cashiers. The column called by the cashier name displays the price of the goods with the selected action for this cashier.

To save the report by the number of goods with specific action in .xls format, click the Save button.

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Documentation for WEB Report System PSIM 1.0.1.