11 | Operator Maintenance 'Reporting' Tab

This article covers the Operator Maintenance "Reporting" Tab and its configuration options.

This tab contains a number of privilege flags relating to Reporting and Views in BackOffice and is broken down into the following sections: Sales Reports, Other Reports, Global Reports, and Views.

Prerequisites

To access and edit Operators, the applicable Operator Privileges will need to be enabled:

Operator Maintenance 'General' Tab

All "Operator" Flags

Configuration Options Explained

To enable or disable all of the flags within a section with one click, simply click on the flag next to the section heading; i.e., to enable all of the Sales Reports flags at once - enable the flag next to 'Sales Reports'

Section	Configuration Option	Description
SALES REPORTS	Allow Cash Reports	If this flag is enabled, the Operator will have the ability to Display and Print Reports which are classified as Cash Reports These include Till Balance Reports, Till Summaries, and Operator Summaries
	Allow Product Reports	If this flag is enabled, the Operator will have the ability to Display and Print Reports which are classified as Product Reports These include Product Summaries, Transaction Journal, and Custom Reports
	Allow Accounts Reports	If this flag is enabled, the Operator will have the ability to Display and Print Reports which are classified as Accounts Reports These include Account Summaries and Account Statements
	Allow Transaction Reports	If this flag is enabled, the Operator will have the ability to Display and Print Reports which are classified as Transaction Reports
	Allow Stock Reports	If this flag is enabled, the Operator will have the ability to Display and Print Reports which are classified as Stock Reports These include Stock Journal, Stock On Hand, and Stock Purchases
	Allow Marketing Reports	If this flag is enabled, the Operator will have access to Marketing Reports in BackOffice
OTHER REPORTS	Allow Audit Reports	If this flag is enabled, the Operator will have access to Display and Print Audit Reports in BackOffice
	Allow Table Reports	If this flag is enabled, the Operator will have access to Display and Print Table Reports in BackOffice
	Allow Custom Reports	If this flag is enabled, the Operator will have access to Display and Print Custom Reports in BackOffice
	Allow Analysis Reports	If this flag is enabled, the Operator will have access to Display and Print Analysis Reports in BackOffice
	Allow Billing Reports	If this flag is enabled, the Operator will have access to Display and Print Billing and Scheduled Billing Reports in BackOffice
	Maintain Saved Reports	If this flag is enabled, the Operator will be able to access and edit Saved Reports
	Allow Handle All Audit Alerts	If this flag is enabled, the Operator will be able to handle all Alerts in Audit Reports
GLOBAL REPORTS	Show Global Reports	If this flag is enabled, when the Operator is logged in to BackOffice, the Global Reports Selector will display at the top of the Menu Column Also, WebReports will show the Global and Global Hidden Reports to the Operator
GLOBAL REPORTS	Save Global Reports	If this flag is enabled, the Operator will have the ability to Save New Global Reports and Access to Existing Global Reports
V I E W S	Add Views	If this flag is enabled, the Operator will have access to Add and Copy Views throughout BackOffice
	Edit Views	If this flag is enabled, the Operator will have the ability to Edit Existing Views throughout BackOffice
	Delete Views	If this flag is enabled, the Operator will have the ability to Delete and Rename Views throughout BackOffice
	View Formulas	If this flag is enabled, the Operator will have capabilities to Create and Edit Formula Columns in Views throughout BackOffice
	Show All Views in Edit List	If this flag is enabled, the Operator will see all of the available Views in the View Edit List Window (not the View Drop-Down) Any of these Views can then be used by double-clicking or highlighting the View and clicking the Select View button
	Maintain My Views Only	If this flag is enabled, the Operator will only have capabilities to Add, Edit, and Delete Views that are set for the Operator or for the Operator's Immediate Parent Group
	New View Default Owner Drop-Down	This setting can limit the Operator to only have access to the Product Setting Screen in BackOffice and within SmartPOS to Products under the Selected Group This will not stop the Operator from selling other Products; use Prerequisites for that function

11 | Operator Maintenance 'Reporting' Tab

This article covers the Operator Maintenance "Reporting" Tab and its configuration options. This tab contains a number of privilege flags relating to Reporting and Views in BackOffice and is broken down into the following sections: Sales Reports, Other Reports, Global Reports, and Views.

Section

Configuration Option

Description