Since reporting is such a huge part of the reason for point of sale, we really
did want to take a few minutes and show you how the reporting feature
within the system is going to work. So we're gonna go to options, we're going to
go to administrative reporting, and this is going to be the window, okay, now what
I want you to see is the fact that we can search by a date range. We can do
hourly reporting, multiple hours, and we can do specific date ranges. And this is
the category that we're going to be looking at, the categories tree right
here, we have sales, inventory, customer, employee, restaurant, and rentals.
Okay so, with respect to sales, you can see that there's this entire drop-down
box right here that we can choose. Now. one of the things I wanted to show you
is a report we were talking about earlier with exceptions. So remember when
you're creating job codes and creating permissions, you can log exceptions. Well,
this is where these are going to be reported. Ok, you can see specific invoice
exceptions or operational exceptions right there and look at that report and
see who did it and why, and all those kinds of really vital pieces of
information with those logs of exceptions. Alright, the other thing is,
you can move on to something like inventory and list all your inventory
alphabetically and export that as well. And I'll show you the export feature. You
can export it to a variety of different file types. Ok, we'll look at customers
and you can see that you can look at your accounts receivable. You can also
look at your outstanding or open accounts receivable invoices right here.
So that's really great if you're gonna pay things on account for employees. You
can look at hours and wages and then tips, commission, etc., just a list of
employees and things like that. Sales by a specific employee, and then if
you're gonna have a restaurant, you have these report features as well. And then
rentals. Now, let's look at an invoice totals report in the sales, okay. So we're
gonna go back, let's just say a year, and we're not gonna select a specific
cashier or a department or a station or even a vendor category or one of the
matrices that we had created earlier. So let's display the report. So we have
three choices here, do you want to view completed invoices, on hold invoices, or
void invoices. For this exercise, we're just going to look at
completed invoices. And this is what the report is gonna look like, so you see it
right here, if there's going to be multiple pages they're gonna appear
right here and I'll show you another report in just a few minutes that's
going to give you that style. So you see the date, the time, the store ID, the
invoice number, the customer number, and all of the financial information right
there and that's invoice totals report. Now, let's look at our inventory listed
alphabetically. Just click display and you see there's multiple pages here and
I wanted you to see that so you can skip over each page. You can see all these
different things right here. Now, if you want export, you just press this button
right over here at the far left button, export report, and you have these
different file types you can choose: Crystal Reports, a PDF Excel, Microsoft
Word, and rich text. So there's a variety of file types that you can choose. Now,
Crystal Reports is going to be the module that was used to create all these
reports, so you can actually extract the data into Crystal Reports if you
have a programmer that knows that they can populate a variety of pieces of data
for you. Let's also look at one other report and I'd like to go back to a
specific report that is a daily summary report, okay. And I want to show you one
specific thing with this. We're going to display this report, and this was just
for today, and I wanted you to see that it's just very easy to see this grand
total right here and how you can print this. If you have,
if you want to save things in digital copies, in PDF, you can have PDF creator
and you can also export this as well. And one last thing I'd like to show you with
respect to reporting involves employees. Basically we're under the sales,
operational exceptions, and one of the things I'd like to show you is that the
default within the system is to have the same date - like today's date, 1/28, it
will be in both of these fields and it'll say 12:00 a.m. on both of these
fields so you want to be cognizant of the time, so set this as the
time that you're at and then choose this time, however you'd like, for your past
time. Okay, so when you're populating the report, that's something to keep in mind.
So we're going to look at those operational exceptions right there that
I was mentioning. So we're gonna click all for all cashiers and let's
display this report. Alright so now we're going to put our administrative access
in there, and this is a great report. Now I want you to see this because we're
going to talk about the reason codes and we're going to show you the setup screen
in just a second. We have the cashier that performed these functions, we have
the specific time that it occurred, and the date, and then we have the
specific functions that we're logging for exceptions, void invoices, open cash
drawer, etc. So here's the cashier override and the cashier. So this is a
vital report to knowing anything you want to know when you log things as
exceptions it's going to be very important to do that in an appropriate
way to actually get your report to populate the correct information, but I
wanted to show you this report as another advanced report. And speaking of
advanced reporting, let's actually show the advanced reporting module. Now, we
we're not going to be diving into this in a lot of depth but I just
wanted you to see that this is available. Now, you're going to go through this
wizard and set these things up and basically what you're going to do is
create formulas to be able to access data in the sequel, okay. And mainly what
I want to show is the fact that we can do customer mailings, different customer
reports, inventory sales, and other things like that and this is where you're going
to modify, duplicate, or delete a report. Now, if you
want to learn how to do this definitely call us.
That's going to get all the advanced
support that you need. So I just wanted to show you all the different
reporting features and hopefully that was a really good look for you. Now let's
move on.