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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Reports and sales charts">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Run a Report</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Run a Report</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span class="hcp2">|</span> <a href="reports_memorized.htm">Memorize a Report</a> <span class="hcp2">|</span> <a href="reports_dashboard.htm">Report Dashboard</a></p>
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<p class="Help-Text"><a href="reports02.htm">Modify a report</a></p>
<p class="Help-Text"><a href="reports_working_with_displayed.htm">Drill down to report detail</a></p>
<p class="Help-Text"><a href="reports_memorized.htm">Memorize a report</a></p>
<p class="Help-Text"><a href="reports_manage.htm">Manage my reports</a></p>
<p class="Help-Text"><a href="reports07.htm">Export a report to Excel</a></p>
<p class="Help-Text"><a href="reports03.htm">Use security access levels</a></p>
</td>
<td style="width:49.459%;" class="hcp3">
<p class="Help-Text"><a href="../qbpos_end_of_day/xzoverview.htm">Run cash drawer reports</a></p>
<p class="Help-Text"><a href="../qbpos_merchant_service/cardservices13.htm">Run Merchant Service reports</a></p>
<p class="Help-Text"><a href="reports_dashboard.htm">Use the report Dashboard</a></p>
<p class="Help-Text"><a href="reports_refreshing.htm">Refresh report data</a></p>
<p class="Help-Text"><a href="sc2302.htm">View a chart or graph</a></p>
<p class="Help-Text"><a href="reports01.htm">Run multiple reports</a></p>
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<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">These are the basic instructions for running a report from the Report Center. Use the links below or read the <a href="reportsoverview.htm">Report Overview</a> 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.</p>
<p class="Help-Info-Line">To run a report:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">R</span><font class="hcp5">eport Center</font> from the Reports menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">On the Report Center window, select the <span class="hcp4">Overview</span> tab.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/reports_overview.gif" alt="Report Center Overview page" title="Report Center Overview page" width="500" height="393" border="0" class="hcp1"></p>
<p class="Help-Text">&#160;</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select one of the following:</p>
</li>
</ol>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp4">A report link on the left</span> 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).</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp4">A memorized report</span> 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.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp4">Create a Report</span> Launches the report wizard that will help you build the report you need.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp4">All Reports</span> To view all available report categories and individual reports. &#160;<a href="reports_types.htm">Learn more about this option</a>.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the on-screen prompts to <a href="reports02.htm">modify</a> various report options. Select <span class="hcp4">Help</span> on each options page for more information.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Run</span>. The report is displayed.</p>
</li>
</ol>
<p class="Help-Indent">You can further modify the report and drill down to view additional detail and related records with the report displayed. <a href="reports_working_with_displayed.htm">Learn more</a>.</p>
<ol start="6" style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">From the top toolbar, choose how you want to output the report:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select <span class="hcp4">P</span><font class="hcp5">rint</font> to send the report to your printer. <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('reports_note_lg_report.htm');return false;">Note: Printing large reports<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select <span class="hcp4">E</span><font class="hcp5">xcel</font> to <a href="reports07.htm">export</a> the report as a spreadsheet (you must have Microsoft Excel installed for this option).</p>
</li>
</ul>
<p class="Help-Indent">Or, from the I Want To menu:</p>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select <span class="hcp4">Add this Report to Dashboard</span>. <a href="reports_dashboard.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select <span class="hcp4">Memorize this Report</span> and give it a name to add the report to your <a href="reports_memorized.htm">memorized reports</a> list</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The printer used for your reports is specified on the <a href="../qbpos_workstation_preferences/wsprefs03.htm">Documents &amp; Printers</a> page of workstation preferences.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Specific information about running cash drawer reports (X/Z-Out) is available <a href="../qbpos_end_of_day/xz1101.htm">here</a>.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">(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 <span class="hcp4">Modify Report &gt; Filters</span> option to specify the stores to be included in the report.</p>
</li>
</ul>
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