Reports

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Reports

The item Reports this allows various types of data reports to be generated. You can generate these reports for the selected time period, whether for all cash registers or just one of them. If you have the version Dotypos EASY, access to reports is limited.

 

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Any reports can be restricted to the selected shift (i.e. the period from opening the cash register till closing it) and limit the displayed data only to this shift. Just go to the sale report Shifts to select the shift and then use the appropriate button to go to Reports. The report you select afterwards will have the time period automatically set to the selected period.

 

 

How do I generate a report?

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Click on Reports and then choose from the overview menu in the right part of the page. Click on the selected report.

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Click on the field 01 and select the time period (date and time from-to) for the report. Each report can be filtered further by different criteria. The picture below shows the options for the product report Receipts. You can limit this report with the options 02 to selected cash registers, the status of fiscalized documents and selected tags. If you leave the default option all together, the report will cover all cash registers and documents.

Finally, 03 choose whether you want to display the report (button Generate report) or save it as an Excel table or in .csv format.

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Once you have generated the report, it will be displayed in the browser. The picture below shows the generated report Receipts. This report lets you click on a document number, employee name or customer name to see his or her details. You can see the details of each document after clicking on the button Receipt. Each generated report can be exported using buttons in the heading into Excel or .csv format.

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