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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="X/Z-Out">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Define X/Z-Out Report Options and Filter Criteria</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Define X/Z-Out Report Options and Filter Criteria</p>
<p class="Help-Text"><a href="xzoverview.htm">X/Z-Out Overview</a> <span class="hcp1">|</span> <a href="eodoverview.htm">End of Day Overview</a> <span class="hcp1">|</span> <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">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.</p>
<p class="Help-Text">(Pro) &#160;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.)</p>
<p class="Help-Info-Line">To define X/Z-Out options and filter criteria:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the <a href="xz1101.htm">basic procedure</a> to select and run an X/Z-Out report.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">With the report displayed, select <span class="hcp3">M</span><font class="hcp4">odify</font> (<font class="hcp5">&lt;Alt+M&gt;</font>).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">On the Display page, select a <a href="../qbpos_basic_procedures/basic316.htm">date/time range</a> for the report and the orientation.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">On the Filters page, enter filter criteria for the available fields:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp4">Store:</font> <font style="font-style: italic;">(Pro, Headquarters only)</font> Select <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> <font class="hcp5">(&lt;F4&gt;)</font> to access and select from the list of your stores. If left blank, all stores are included.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp4">Workstation:</font> Select <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> <font class="hcp5">(&lt;F4&gt;)</font> to access and select from the list of your workstations. If left blank, all workstations are included.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp4">Cashier:</font> Enter an individual associates name or all associates. If left blank, all associates are included.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">While editing filter criteria, you can select <span class="hcp3">R</span><font class="hcp4">evert</font> to erase your changes and return to the default values.</p>
</li>
</ul>
<ol start="5" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">If you want to save your report options, select <span class="hcp3">M</span><font class="hcp4">emorize Report</font>. Enter a report name and select <span class="hcp3">OK</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">OK</span> again to close the Modify Report window and run the report.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The printer and print template used for your X/Z-Out reports are specified on the <a href="../qbpos_workstation_preferences/wsprefs03.htm">Documents &amp; Printers</a> page of workstation preferences.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="xz1113.htm">Z-Out reports</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic306.htm">General filter criteria instructions</a></p>
<p class="Help-Text"><a href="xzoverview.htm">X/Z-Out Overview</a></p>
</body>
</html>