Define X/Z-Out Report Options and Filter Criteria

X/Z-Out Overview | End of Day Overview | Reports Overview

The report options and filter criteria for X/Z-Out reports allow the definition of any combination of workstations, cashiers, date/time range, and other display options.

(Pro) If ran at Headquarters, the filter criteria also includes the ability to specify the stores included (report will only include information through the last completed Store Exchange with remote stores.)

To define X/Z-Out options and filter criteria:

1. Follow the basic procedure to select and run an X/Z-Out report.

2. With the report displayed, select M odify (<Alt+M>).

3. On the Display page, select a date/time range for the report and the orientation.

4. On the Filters page, enter filter criteria for the available fields:

- Store: (Pro, Headquarters only) Select (<F4>) to access and select from the list of your stores. If left blank, all stores are included.

- Workstation: Select (<F4>) to access and select from the list of your workstations. If left blank, all workstations are included.

- Cashier: Enter an individual associates name or all associates. If left blank, all associates are included.

- While editing filter criteria, you can select R evert to erase your changes and return to the default values.

5. If you want to save your report options, select M emorize Report. Enter a report name and select OK.

6. Select OK again to close the Modify Report window and run the report.

Notes:

- The printer and print template used for your X/Z-Out reports are specified on the Documents & Printers page of workstation preferences.

Related Topics

Z-Out reports

General filter criteria instructions

X/Z-Out Overview