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4 | Building & Saving Reports in Report Wizard

This article covers a step-by-step guide to Building Saving a New Report in Report Wizard. A Report can be built in various Maintenance, Stock Control, Marketing Promotions, Raffles Draws, Memberships, and Messaging components by selecting from available fields, drop-down options, and views. Reports can also be built by customizing default reports within Stock Reports, Sales Reports, Analysis Reports, and Other Reports.

This article covers a step-by-step guide to Building & Saving a New Report in Report Wizard.

A Report can be built in various Maintenance, Stock Control, Marketing & Promotions, Raffles & Draws, Memberships, and Messaging components by selecting from available fields, drop-down options, and views.

Reports can also be built by customizing default reports within Stock Reports, Sales Reports, Analysis Reports, and Other Reports.

Building & Saving A New Report
  • By configuring and combining drop-down options such as Venues, Stores, Profiles, Periods, Views, etc. and a Filter -  this allows an enormous variety of options for saving all sorts of reports
    • For example, if the following Report is saved, anytime the Saved Report is run, it will display Products belonging to the Product Group called "Whiskey" within the selected Store of the selected Venue which meet "No Profile"; and, it will show the information contained in the View called "Custom Fields" and the Products filtered where "Scotland" equals the text in the Custom Field called "Country of Origin"

  • To Save a Report, click on the Save Report button, which can be found in the header section of many BackOffice components
  • When saving the Report, it is recommended to save as a Global Hidden Report so as to prevent having an excess of Reports displaying in Global Saved Reports or My Saved Reports

    Adding a Saved Report to Report Wizard
    • To add a saved report onto the Report Wizard; log in to Backoffice and follow these steps
      1. Go to Other Reports >  Saved Reports
        1. All Saved Reports that an Operator has privileges granted to view will be displayed, whether it had been marked as Global Hidden, Global Report, or Personal Report
      2. Select the report to be added to the Report Wizard
      3. Click the 'Save as Report Wizard' option from the Menu bar at the top

    • This will open a New Saved Report Wizard window where the operators can configure how and where the report will appear in the reporting wizard along with other Reporting options when that Report is selected from Report Wizard

    Field

    Description & Information
    (A) Saved Report Name
    • By default, the name of the Saved Report will appear here, however, it can be changed
    • This will be the Report name within the Report Wizard
    (B) Auth Requirements
    • If selected, this Report will only show within the Report Wizard if the system that is attempting to run the Report has a valid Authorisation in the selected area
    (C) Group
    • This is the Group that the Report will be placed in within the Report Wizard
    • To create a new Group, simply enter text into the field rather than selecting an option from the drop-down
    (D) Category
    • This is the Category that when highlighted, the Report will appear within
    • To create a new Category, simply enter text into the field rather than selecting an option from the drop-down
    (E) Sort Order
    • This is the position that the Report will appear within the Reports Available list
    (F)  Description
    • This description will appear in the Report Wizard to give the Operator some insight into the chosen Report
    (G) Ask For Period
    • If this flag is enabled, when the Report is run through Report Wizard, the Operator will be prompted to select a Period for which the Report will cover when run
    (H) Ask For 2nd Period
    • As with the Ask For Period flag, if this flag is enabled, when the Report is run through Report Wizard, the Operator will be prompted to select a 2nd Period for the Report will cover when run
    • This is useful when creating comparison Reports such as Nett Total Comparison This Year vs Last 

    (I) Prompts
    • Prompts offer the ability to add extra complexity to Reports by allowing the Operator to narrow down the selection so as to obtain a more specific detailed Report
    • If there are any other fields that need to be prompted to the Operator prior to the report being displayed, set them up here

     

     
    Prompt Options

    Option 1 Prompt

    • Enter the prompt text message that will be presented to the Operator\

    Field

    • Select the actual screen field that the option is for

    Type

    • Select the type of Data to be prompted to the Operator

     

    Result

    • The options configured in the above images will prompt the Operator to select a Venue prior to the Report being run

    • Bepoz allows for each report to have up to three option prompts as well as the Ask For Period flags
    • If the operator has to make multiple option selections, a prompt similar to below will be displayed

    Creating a New Report Wizard Entry
    • Report Wizard can be customized beyond the default Groups, Categories, and Reports by adding Saved Reports to the Report Wizard
    • This can be a very convenient way to organize and access important/favorite Reports
    • A Report will first need to be created and Saved in order to add it as a new entry in Report Wizard
      • Any feasible Report can be added to Report Wizard after it has been added to Saved Reports