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--- pos:report-wizard [2025/04/06 18:29] – ↷ Page moved from joes:report-wizard to pos:report-wizard mrjim
+++ pos:report-wizard [2025/04/15 23:23] (current) – [Report Wizard] mrjim
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 ====== Report Wizard ======
-\The Report Wizard is where most of the reports are found, Start> Reports> Report Wizard. This tool generates Excel spreadsheets with many different types of data. Because they are in a spreadsheet they can be manipulated  as with any spreadsheet. \\  \There are a few things to remember in using these reports. While you can run the reports from any computer, they will not display unless you have a program that opens spreadsheets installed on that computer. We installed  Open Office [a free program] to open these report spreadsheets on the Print Computer. It’s free and can be installed it on any computer to the printers. Also, these reports are sent to the computer directly as a file. Although the spreadsheets automatically open, THEY MUST SAVED TO THE COMPUTER before they can be modified. Then they can be opened and printed from the spreadsheet program. They don’t just print out like the Daily Closeout or Driver Checkout.\\  \All the reports compile the data from all the stores you have access to at that moment. Most of them have the data  split by store too. If you only want the data from one of your stores have someone sign into POS that only has  access to that one store. It will only pull the data for the stores that are set in User Store Access. \\  \To run any report, click on the radio button next to the name of the report. \\  \Enter the parameters for that report in the settings area and click Generate Report.\\  \A file is generated and downloaded to that computer. If a long period of time or lots of stores for the report has been selected it can take a bit of time. \\  \Once the file is downloaded a pop-up window opens giving the choice to open or save the file. Open these with Open Office Calc or Excel or other spreadsheet program. \\  \If too much data has been requested, it will just time out and no report is generated. Refresh the browser and try a smaller dataset. \\  \The best way to learn about these reports is to run them in different ways to see the results.
+\The Report Wizard is where most of the reports are found, Start> Reports> Report Wizard. This tool generates Excel spreadsheets with many different types of data. Because they are in a spreadsheet they can be manipulated  as with any spreadsheet. \\  \There are a few things to remember in using these reports. While you can run the reports from any computer, they will not display unless you have a program that opens spreadsheets installed on that computer. We installed  Open Office [a free program] to open these report spreadsheets on the Print Computer. It’s free and can be installed it on any computer to the printers. Also, these reports are sent to the computer directly as a file. Although the spreadsheets automatically open, THEY MUST SAVED TO THE COMPUTER before they can be modified. Then they can be opened and printed from the spreadsheet program. They don’t just print out like the Daily Closeout or Driver Checkout.\\  \All the reports compile the data from all the stores you have access to at that moment. Most of them have the data  split by store too. If you only want the data from one of your stores have someone sign into POS that only has  access to that one store. It will only pull the data for the stores that are set in [[pos:new-friends#User Store Access|User Store Access]]. \\  \To run any report, click on the radio button next to the name of the report. \\  \Enter the parameters for that report in the settings area and click Generate Report.\\  \A file is generated and downloaded to that computer. If a long period of time or lots of stores for the report has been selected it can take a bit of time. \\  \Once the file is downloaded a pop-up window opens giving the choice to open or save the file. Open these with Open Office Calc or Excel or other spreadsheet program. \\  \If too much data has been requested, it will just time out and no report is generated. Refresh the browser and try a smaller dataset. \\  \The best way to learn about these reports is to run them in different ways to see the results.
 ===== Coupon Redemption Report =====
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 ===== On Account Invoices =====
-\Many franchisees allow some customers to pay on Accounts for later payment. They pay the order on account on the day of the order and then weekly or monthly they send the invoice statements from this report. Any time an order is paid on account the owner is sent an email with an invoice for that order. This happens every day at about 3:00 AM. That way the owner knows when any order is paid on account. These individual account invoices can also be sent to the customers. \\ \The date range includes all orders paid on account during that period. \\ \There is a tool in OIC that allows you to keep track of payments for the account invoices. [[joes:payoutorder#Account Payments]]\\ \Sample:
+\Many franchisees allow some customers to pay on Accounts for later payment. They pay the order on account on the day of the order and then weekly or monthly they send the invoice statements from this report. Any time an order is paid on account the owner is sent an email with an invoice for that order. This happens every day at about 3:00 AM. That way the owner knows when any order is paid on account. These individual account invoices can also be sent to the customers. \\ \The date range includes all orders paid on account during that period. \\ \There is a tool in OIC that allows you to keep track of payments for the account invoices. [[pos:payoutorder#Account Payments]]\\ \Sample:
 ===== Payout History =====
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 ===== Payroll Report [Spreadsheet] =====
-\This is a Payroll Report for people who pay on a bi-weekly basis. This Spreadsheet can be run for several weeks. All the overtime is calculated correctly based on Sunday – Saturday weeks. \\ \There is another payroll report, [[joes:timecards-schedules#Payroll Report [PDF]|Payroll Report [PDF]]], in Start>Users>Timecards. In that area, an owner can get a PDF version of a payroll report. There are 2 different ways to get a report email & create PDF. It lumps all hours for the period that is selected together. For this reason, you must run only one week at a time when using the report in POS Start>Users>Timecards so that overtime pay is correctly calculated.
+\This is a Payroll Report for people who pay on a bi-weekly basis. This Spreadsheet can be run for several weeks. All the overtime is calculated correctly based on Sunday – Saturday weeks. \\ \There is another payroll report, [[pos:timecards-schedules#Payroll Report [PDF]|Payroll Report [PDF]]], in Start>Users>Timecards. In that area, an owner can get a PDF version of a payroll report. There are 2 different ways to get a report email & create PDF. It lumps all hours for the period that is selected together. For this reason, you must run only one week at a time when using the report in POS Start>Users>Timecards so that overtime pay is correctly calculated.