Specialised reports¶
Age based refusal reports¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Refusal Log | store | datetime, emp, term, employee, product, comments |
Charity module¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Donor List | barcode, name, address1, address2, address3, address4, postcode, contact_name, telephone, fax, email, other, giftaid, annual_report, blacklisted | ||||
| Gift Aid (Sales Breakdown) | store | receiptnumber, datetime, product, unitprice, qty, revenue, donor_ID | qty, revenue | ||
| Gift Aid (Sales Summary) | store | donor_ID, donor_name, qty, revenue | qty, revenue |
Fashion reports¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Fashion-Best Sellers by line | store, department | line, qty | qty | ||
| Fashion-Best Sellers by line (global) | department | line, qty | qty | ||
| Fashion-Sales by line/size | store, department | line | size | qty | |
| Fashion-Sales by line/size (global) | department | line | size | qty | |
| Fashion-Sales by size | store, department | size, qty | qty |
Label reports¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Label queue barcodes | store | barcodes |
Newsround¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| News Accounts (by charged-upto date) | name, address, telephone, charged_upto, acc_balance, news_balance | acc_balance, news_balance | |||
| News Accounts (by customer) | name, address, telephone, charged_upto, acc_balance, news_balance, voucher_end_date, holidays | acc_balance, news_balance | |||
| News Holidays (All holidays) | name, address1, startdate, enddate | ||||
| News Holidays (Current) | name, address1, startdate, enddate | ||||
| News Subscriptions (by customer) | name, addressline1, email, publication, days, morning, save, account, charge, del_charge | charge, del_charge | |||
| News Subscriptions (by round) | round_number | name, addressline1, email, publication, days, morning, save, account, charge, del_charge | charge, del_charge | ||
| News Subscriptions weekly value (by customer) | customer | line, shop_save, retail, days, subscription_qty, retail_total, voucher_count, voucher_value, del_charge, weekly_total | subscription_qty, retail_total, voucher_count, voucher_value, del_charge, weekly_total | ||
| News Subscriptions weekly value (by round) | round_number | line, shop_save, retail, days, subscription_qty, retail_total, voucher_count, voucher_value, del_charge, weekly_total | subscription_qty, retail_total, voucher_count, voucher_value, del_charge, weekly_total | ||
| News Subscriptions weekly value (by round, by customer) | round_number, customer | line, shop_save, retail, days, subscription_qty, retail_total, voucher_count, voucher_value, del_charge, weekly_total | subscription_qty,retail_total, voucher_count, voucher_value, del_charge, weekly_total | ||
| News Vouchers (by expiry date) | name, address, telephone, end_date | ||||
| News vouchers weekly value | publication | customer, days, count, value, retail | count, value |
Newspaper and Magazine¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Magazine Returns | category, product, cover_issue, off_sale, on_shelf |
POS related reports¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Manual drawer openings | store | datetime, employee, description, reason | |||
| Saved visits (Active only) | store, visit | description, qty, notes, amount | amount | ||
| Voids Report | store | terminal, employee, datetime, description, amount | amount | ||
| Voids Report (by employee) | store, employee | terminal, datetime, description, amount | amount |
Rentals module¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Rental-Overdues (alphabetical) | store | title, copy, customer, telephone, due, charge | |||
| Rental-Overdues (by product code) | store | title, copy, customer, telephone, due, charge | |||
| Rentals-Checked out (alphabetical) | store | title, copy, customer, telephone, due, charge | |||
| Rentals-Checked out (by product code) | store | title, copy, customer, telephone, due, charge | |||
| Rentals-Found On Shelf check-ins | checkedin, employee, title, copy, customer, telephone | ||||
| Rentals-Stock List (rental, exrental & new stock) | department | name, product_code, new, rental, exrental | new, exrental |
Vouchers¶
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| Vouchers - Credit (all) | issuing_store, issued_on, issuing_employee, voucher, amount, expiry_date, redeemed, redeeming_store, redeeming_employee | ||||
| Vouchers - Credit (issued) | issuing_store, issued_on, issuing_employee, voucher, amount, expiry_date, redeemed, redeeming_store, redeeming_employee | ||||
| Vouchers - Credit (redeemed) | issuing_store, issued_on, issuing_employee, voucher, amount, expiry_date, redeemed, redeeming_store, redeeming_employee | ||||
| Vouchers - Gift (all) | issuing_store, issued_on, issuing_employee, voucher, amount, expiry_date, redeemed, redeeming_store, redeeming_employee, custom_barcode | ||||
| Vouchers - Gift (issued) | issuing_store, issued_on, issuing_employee, voucher, amount, expiry_date, redeemed, redeeming_store, redeeming_employee, custom_barcode | ||||
| Vouchers - Gift (redeemed) | issuing_store, issued_on, issuing_employee, voucher, amount, expiry_date, redeemed, redeeming_store, redeeming_employee, custom_barcode | ||||
| Vouchers - Gift, credit and promo vouchers (not redeemed) | issuing_store, issued_on, issuing_employee, voucher, amount, type, expiry_date, custom_barcode | amount | |||
| Vouchers - Promo (all) | issuing_store, issued_on, issuing_employee, voucher, amount, valid_from, valid_to, redeemed, redeeming_store, redeeming_employee | ||||
| Vouchers - Promo (issued) | issuing_store, issued_on, issuing_employee, voucher, amount, valid_from, valid_to, redeemed, redeeming_store, redeeming_employee | ||||
| Vouchers - Promo (redeemed) | issuing_store, issued_on, issuing_employee, voucher, amount, valid_from, valid_to, redeemed, redeeming_store, redeeming_employee |
Reports for other windows¶
There are some reports that show in the reports list but should not be run from the report runner window as they are for use with other windows.
- MSL (Manage Stock Line window)
- CMF (Customer Maintenance window)
- ZREAD
MSL¶
These reports are to be used in the Manage Stock Lines window from the context menu (Right click) on any selected product(s).
The reports will show without the leading "MSL - ".
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| MSL - Historical cost prices | product | action_date, supplier, action, ref, qty, unit_cost, linecost, pack_size, order_code | |||
| MSL - Sales performance (by month) | product | year | month | units | |
| MSL - Sales performance (by week) | product | year | week | units | |
| MSL - Sales performance (by day) | product | day | yearmonth | units | |
| MSL - View account sales history | product | date, time, customer, addressline1, postcode, telephone, description, amount | |||
| MSL - View d/base updates | product | datetime, employee, action ,field, original, new | |||
| MSL - View product activity | store, product | action, reason, date, time, reference, cost_centre, barcode, employee, retail_price, revenue, quantity, running_qty_ | revenue, quantity | ||
| MSL - View today's delivery schedule | publication | name, address |
There are reports which have an asterisk "*" suffix to the name are to be used in the Manage Stock Lines window from the reports menu on any selected product(s).
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| MSL - Fashion stock holding, size curve (global)* | product | store | size | qty | |
| MSL - Sales over time (global)* | product | year | month | units | |
| MSL - Sales history (global)* | store, product | employee, date, time, unit_price, units | units | ||
| MSL - Stock holding (global)* | product | store, qty | qty |
CMF¶
These reports are to be used in the Customer Maintenance window from the context menu (Right click) on any selected customer(s).
The reports will show without the leading "CMF - ".
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
| CMF - Customer History | customer_name | store, date, time, employee, description, barcode, amount | amount | ||
| CMF - Customer VAT report | account_no, customer, taxrate, revenue, vat, net | revenue, vat, net | |||
| CMF - Loyalty points activity (by customer) | customer | store, action, no_visits, points_change, points_value | no_visits, points_change, points_value | ||
| CMF - Loyalty points activity (details) | customer | date_time, store, action, points_change, points_value, points_balance, points_balance_value | points_change, points_value |
There are reports which have an asterisk "*" suffix to the name are to be used in the Customer Maintenance window from the reports menu on any selected product(s).
| Report Name | Group columns | Detail columns | Total columns | Pivot column | Value column |
|---|---|---|---|---|---|
ZREAD¶
Any report that is named "ZREAD - " are new report sections that are printed on the ZREAD and EOD reports. These have a requirement when written to ONLY have 2 columns and a total.