2.1 Restructuring into Logical Categories
Portal reports have now been restructured into more logical categories, and plug-in reports are now incorporated into the same structure (these were previously in a separate section of sub-categories)
2.2 Some reports have been removed
- Duplicate reports have been removed.
- Reports which had been replaced by plug-in versions in previous portal versions have also been removed.
- Reports which were not functioning have been removed.
- Some reports have been combined under an “Output Type” field within a single report.
For example, the Item Sales Report now has an Output Type filter which will filter the results accordingly but present the results in the same format
The “Output Type” filter is also available to filter results within the following reports
- Item Void Report
- Sale Transactions Summary Report
Note: Access rights to individual reports remain unchanged, i.e. if a user had access to a particular report before the restructure, they will still have access to the same report now, as long as the report hasn’t been removed.
2.3 List of reports that have been removed and/or replaced:
| REPORT TITLE |
COMMENTS |
|---|---|
| Discount Transaction |
Non-functioning report. |
| Fapiao Tax Report |
Non-functioning report. |
| Hourly Summary |
Replaced by Hourly Sales Report. |
| Income Audit |
Non-functioning report. |
| Item Prices |
Duplicate - use Item Prices. |
| Item Promotion by Store |
Duplicate - use Promotion Item Detail by Store. |
| Item Sales |
Replaced by Item Sales Report. |
| Item Sales - Bottom 50 by Amount |
Now an Output Type within the Item Sales Report. |
| Item Sales - Bottom 50 by Quantity |
Now an Output Type within the Item Sales Report. |
| Item Sales - Top 50 by Amount |
Now an Output Type within the Item Sales Report. |
| Item Sales - Top 50 by Quantity |
Now an Output Type within the Item Sales Report. |
| Item Sales Fee |
Non-functioning report. |
| Item Void Report |
Replaced by Item Void Report. |
| Items Loyalty |
Replaced by Loyalty Items Report. |
| Loyalty Info |
Replaced by Loyalty Statistics Report. |
| Loyalty Items |
Replaced by Items for Loyalty Report. |
| Loyalty List |
Replaced by Loyalty List Report. |
| Loyalty Transactions |
Replaced by Loyalty Transactions Report. |
| Open Items |
Now an Output Type within the Item Sales Report. |
| Sale Transactions Summary Report |
Duplicate - use Sales Transactions Summary Report. |
| Sales Crosstab Summary Report |
XN-only report – no longer required. |
| System Sales Summary |
Replaced by System Summary Report. |
| Top 50 Items by Quantity |
Now an Output Type within the Item Sales Report. |
| Top 50 Items by Value |
Now an Output Type within the Item Sales Report. |
| Transaction Lines Voids |
Replaced by Item Void Report. |
| User revenue by department |
Replaced by System Summary Report. |
The report “Voids Slip by User” has been renamed “Cancelled Transaction Receipts” to better reflect the information shown within the report.
2.4 New option to “Search Report”
The ability to search for a report by name has also been added. This can be found at the end of the menu bar in the Reports area of the portal under a new “Search Report” button:-
The system will search all report names for the text entered and list the results below, allowing the appropriate report to be selected.
Note: When using “Search Report”, the system will only return a list of reports that the user is authorised to use.
2.5 View Data button disabled for some reports
If the report is not configured to work with the “View Data” button, the button will be greyed out:
