Differences

This shows you the differences between two versions of the page.

--- pos:report-wizard [2026/01/20 22:10] – [Update Ancillary Prices] mrjim
+++ pos:report-wizard [2026/03/27 19:59] (current) – [Paycor Payroll Report] mrjim
@@ Line 1: / Line 1: @@
 ====== 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 [[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.
+\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 can be installed it on any computer. Also, these reports are sent to the computer directly as a file. Although the spreadsheets automatically open, THEY MUST BE 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 =====
@@ Line 167: / Line 168: @@
 \This report is only for stores using Paycor payroll processing service. When downloaded, verified for accuracy, and then saved as a .csv file it can be uploaded directly to Paycor in the Paycor portal.\\ \One user uses the Payroll Hours Report first and uses that to verify the hours. Once the data is correct in any report it will be correct in all reports.
+===== Payroll Hours with Trip Times =====
+\The newest payroll report. This is for stores that want to pay drivers a different rate when they are checked out on delivery. But it also includes needed splits for friends that get their gas and tips on paychecks or by transfer to their account.