Operator Maintenance
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      1. INTERNAL - Bepoz Help Guides
      2. End-User | Operators, Operator Permissions & Clocking
      3. Operator Maintenance

      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.

      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
      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