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3 | Report Wizard Options

This article covers an overview of the available Reporting Wizard Options in BackOffice. The Reporting Categories section separates all available Reports into Groups and Categories. There are five (5) Default Groups available and each of them has Default Categories. Reporting Categories Groups Reporting Categories Essential Reports Must See Reports Store Reports Charts Tables, Tabs And Functions Lists Sales Analysis Product Performance This Period Vs.

This article covers an overview of the available Reporting Wizard Options in BackOffice.

The Reporting Categories section separates all available Reports into Groups and Categories.

There are five (5) Default Groups available and each of them has Default Categories.

Reporting Categories

 

Groups

Reporting Categories
Essential Reports
  1. Must See Reports
  2. Store Reports & Charts
  3. Tables, Tabs And Functions
  4. Lists
Sales Analysis
  1. Product Performance
  2. This Period Vs. Last Period
  3. Reports By Shift/ Day/ Month
  4. Rankings
Marketing & Promotions
  1. Vouchers and Promotions
  2. Target Marketing
  3. Membership Reports
Investigation Reports
  1. Other Reports and Logs
  2. Audit Reports
  3. Transaction Detective
Stock
  1. Stock Reports
  2. Stock Detective
  3. Stocktake Reports

 

  • Every Category's available Reports will display in the Reports Available section when the Category is selected
Reports Available
  • The Reports Available section will show all of the Reports for the selected Category
  • To run a Report, either double-click on it in this window, or highlight the Report and click on the Run the Report button at the bottom of the window

Description and Usage
  • The Description and Usage section will display information for the selected Report from the Reports Available section
  • This information can be helpful to get a better understanding of a Report prior to running it and to also ensure that the correct Report has been selected to run

 

Other Reporting Options

Tools

  • The Tools menu is located at the Header of the window
  • This menu offers various reporting options which are
    • Import New Wizard Report
    • Export Highlighted Report
    • Edit Highlighted Report
    • Delete Highlighted Report
    • Import Saved Report

Show All Categories and Reports

  • This option is located at the bottom of the window below the Reporting Categories section
  • The Show All Categories and Reports (if enabled) will display all Reports that can be authorized
    • This is opposed to the default which will only display Categories and Reports that the System has authorized and that the current Operator Privileges allow