1 | Introduction to Report Wizard

This article outlines an overview of the Report Wizard Tool in BackOffice. Report Wizard is designed to open the door to the power that is Bepoz. This is a feature that is located in the header toolbar and incorporates a library of tailored Reports. These Reports are categorized and each given a description to make accessing specific Reports easy. Certain prompts may appear to customize each Report further.

This article outlines an overview of the Report Wizard Tool in BackOffice.

Report Wizard is designed to open the door to the power that is Bepoz.

This is a feature that is located in the header toolbar and incorporates a library of tailored Reports.

These Reports are categorized and each given a description to make accessing specific Reports easy.

Certain prompts may appear to customize each Report further.

Once a Report has been run, it is recommended to save the report as a Saved Report either for scheduling or for more convenient use in the future.

Getting Started

• To open Report Wizard, login to BackOffice and locate the Report Wizard button in the top toolbar

Report Wizard Window

• Report Wizard contains a list of pre-created reports which are all available in BackOffice via the side menu
• The function of Report Wizard is to make it a bit more user-friendly to locate a desired report and also to incorporate Saved Reports in a convenient format

Reporting Categories

• The Reporting Categories section separates all available Reports into Groups and Categories
• Default Groups are
• Essential Reports
• Sales Analysis
• Marketing And Promotions
• Investigation Reports
• Stock
• Each Group will have default Categories as well
• For example, the default Categories for Marketing And Promotions are
• Vouchers And Promotions
• Membership Reports
• Target Marketing
• 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 also ensure that the correct Report to run has been selected

Tools, etc.

• The Tools menu offers a variety of options including
  • Importing a New Wizard Report or Saved Report
    
  • Exporting a Report
  • Deleting and Editing Reports
• 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