Run a Report

How do I? | Memorize a Report | Report Dashboard

Modify a report Drill down to report detail Memorize a report Manage my reports Export a report to Excel Use security access levels | Run cash drawer reports Run Merchant Service reports Use the report Dashboard Refresh report data View a chart or graph Run multiple reports

These are the basic instructions for running a report from the Report Center. Use the links below or read the Report Overview to learn about additional options and access points for reports. In addition to reports listed below, there are now Mobile reports to select as well.

To run a report:

1. Select R eport Center from the Reports menu.

2. On the Report Center window, select the Overview tab.

3. Select one of the following:

- A report link on the left These are the most common reports in each category. After selecting a report, you will have the opportunity to specify certain options, such as the date range, appearance, and data to include (choices which vary by report).

- A memorized report When a memorized report is selected, it is immediately ran using the saved settings. Steps 4-5 below do not apply. You can further modify the report after it is displayed if necessary.

- Create a Report Launches the report wizard that will help you build the report you need.

- All Reports To view all available report categories and individual reports. Learn more about this option.

4. Follow the on-screen prompts to modify various report options. Select Help on each options page for more information.

5. Select Run. The report is displayed.

You can further modify the report and drill down to view additional detail and related records with the report displayed. Learn more.

6. From the top toolbar, choose how you want to output the report:

- Select P rint to send the report to your printer. Note: Printing large reports

- Select E xcel to export the report as a spreadsheet (you must have Microsoft Excel installed for this option).

Or, from the I Want To menu:

- Select Add this Report to Dashboard. Learn more.

- Select Memorize this Report and give it a name to add the report to your memorized reports list

Notes:

- The printer used for your reports is specified on the Documents & Printers page of workstation preferences.

- Specific information about running cash drawer reports (X/Z-Out) is available here.

- (Pro) Headquarters can run reports for any store, a selected group of stores, or all stores, while remote stores can run reports only for their own store. When running reports at Headquarters, use the Modify Report > Filters option to specify the stores to be included in the report.