Disclaimer Acknowledgement Report

Disclaimer Acknowledgement Report

Disclaimer Acknowledgement Report Overview

The "Disclaimer Acknowledgement Report" shows disclaimers acknowledged via the POS with the appropriate setting enabled. The report will display data about the store, cashiers, receipts, text, and other details within the selected date range.

This article includes information about: 
  1. How to generate the "Disclaimer Acknowledgement Report."
  2. How to apply the customer filter options to filter the report data.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report.

1. Reaching the "Disclaimer Acknowledgement Report" 

  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Disclaimer Acknowledgement 
Figure 1.1 below will help you understand the navigation better.


Figure 1.1​

When you click "Disclaimer Acknowledgement," the Disclaimer Acknowledgement Report screen will open with relevant filtering and sorting options, as Figure 1.2 shows.


 Figure 1.2

The report data will be empty initially. You must choose a date range, select the appropriate filters, and click "Generate Report" to generate a report. 

2. Generating the "Disclaimer Acknowledgement Report"

Please follow the steps below to generate the "Disclaimer Acknowledgement Report" that meets your requirements: 
  1. Navigate to the Disclaimer Acknowledgement Report screen.
  2. Select the date range and click "Generate Report" to view the "Disclaimer Acknowledgement Report" for the selected date range. 
    1. You can use the Filter Items (Custom Filters), Date Range & Presets, and Location Groups filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to point 3. Report Filter Options to learn more about these filters.
    2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  3. When you click the "Generate Report" button after selecting the date range, the system will show the store-wise report records, as Figure 2.1 shows.

Figure 2.1

Report Fields:
  1. Store: The name of the store location is mentioned in this store.
  2. Cashier: This column displays the name of the store cashier.
  3. Cashier Number: The cashier number is mentioned in the column.
  4. Reg #: The registered number used during the transaction is mentioned here.
  5. Receipt #: This column displays the receipt number that ensures that the payment for the transaction is successful.
  6. UPC: This column displays the UPC of the item.
  7. Item Name: The item's name is mentioned here in this column.
  8. Disclaimer: The disclaimer note is displayed in this column. 
  9. Acknowledged: This column states whether the disclaimer has been acknowledged at the POS. It is subject to two objective values: YES or NO.
  10. Sold: This column defines whether or not sales have been made. It is also subject to two objective values: YES or NO.

3. Report Filter Options

FTx Cloud POS lets you view the Disclaimer Acknowledgement Report records according to your preferences using various filter options. You can configure the report with any single or combination of multiple filters. The filters are highlighted in Figure 3.1.


Figure 3.1
1: Report Filters: 
  1. Filter Items: Filter Items lets you select the report data based on six parameters: Department, Category, Manufacturer, Tag, Vendor, and Department Tag. 3.1 Filter Items (Custom Filters) explains the further details.  
  2. Date Range & Presets: This filter lets you select the report's time interval. 3.2 Date Range & Presets explains further details.  
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.3 Filter Store and Location Groups explains further details. 

3.1 Filter Items (Customer Filters)

The Filter Items drop-down lets you select the report data using specific parameters. It has two selection options:
  1. Show All: The system selects Show All by default. It considers all parameters to generate the Disclaimer Acknowledgement Report. The "Manage" button is disabled for this option. 
  2. Custom Filter: This option enables you to select specific parameters such as UPC, Department, Category, Manufacturer, Tag, and Department Tag to generate the Disclaimer Acknowledgement Report. Once you select Custom Filter, the system will enable the "Manage" button to set up the filters. 
Please follow the steps below to create and apply a custom filter: 
  1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.

Figure 3.1.1
  1. The Manage Filters pop-up screen will appear, as Figure 3.1.2 shows. 

Figure 3.1.2
(Note: 3 and 4 are additional filters available only for the UPC tab.) 
  1. 1: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Disclaimer Acknowledgement Report home screen. Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters. 
  2. 2: Parameter Tabs: Here, you will see six tabs: UPC, Department, Category, Manufacturer, Tag, and Department Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
  3. 3: Use this "Search" box to search for a specific result.
  4. 4: Use the Item filter to filter the Manage Filter screen data based on three product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter.
  5. 5: Use the Active Only filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records.  
  6. 6: Use the Match All Filters filter to determine whether the Manage Filter screen data matches all applied filters.  
  7. 7: Results: Here, you see the relevant data list for the selected tab. For example, if you have selected the UPC tab, it will show the list of all UPCs. You can use the "Search" bar for a specific UPC. 
  8. 8: Select the required UPCs by checking the appropriate checkboxes.
  9. 9: Click the green Arrow button to move the selected records to Selected Area. 
  1. The Manage Filters screen will look like the one in Figure 3.1.3.
   Figure 3.1.3
1: You can decide whether to include or exclude when the Disclaimer Acknowledgement Report is generated.
  1. Include: If you select Include, the system will include all the selected parameters to generate the report.
  2. Exclude: If you select Exclude, the system will exclude all the selected parameters to generate the report.
2: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
3: Apply or save the custom filter:
  1. Click the "Apply" button to apply the selected parameters. The system will navigate you to the home screen for the Disclaimer Acknowledgement Report. Click "Generate Report." The system will generate reports based on your selection. 
  2. Click the "Save Filters" button to save the custom filter for future use. The point 3.1.1 Save and Manage Custom Filter explains the details.

3.1.1 Save & Manage Custom Filter

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.1.3.
  2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
  3. Enter the name of the custom filter and click "OK." 

Figure 3.1.1.1
  1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Open the Manage Filters screen again and use the steps shown in Figure 3.1.1.2 according to your requirements.   

Figure 3.1.1.2
1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. Select the required custom filter from the list to view the respective Disclaimer Acknowledgement Report.
2: Manage Filters: You can view and manage the filters by clicking the "Manage Filters" button. This button will open a pop-up listing the saved custom filters.
3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.   
4: You can click "Select Filter" or "Delete."
  1. Select Filter: Use the "Select Filter" button to select any filter from the list. Click on the filter's name, and then click on the "Select Filter" button. The system will close the Manage Saved Filters pop-up screen. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Disclaimer Acknowledgement Report home screen. Click "Generate Report" to generate the report for the selected filter.

  2. Delete: Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK" to delete the filter. 

3.2 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval:
  1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 3.3.1.
  2. Select the specific date and time. You can also manually enter the date in the MM/DD/YYYY format.
  3. Click inside the End Date field and follow the same process. 
  4. After making the appropriate selections for other filters, click on "Generate Report."

Figure 3.3.1
Presets
  1. Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the report as shown in Figure 3.3.2.
  1. Please click on the required time frame and click "Generate Report." The system will generate and show the report based on your selection. 

Figure 3.3.2

3.3 Filter Store and Location Group

The Store & Location Group filter lets you view the report for selected stores (locations) and location groups. Please follow the steps below to apply the Store & Location Group filter: 
  1. Click the "No filter selected" button in the top right, highlighted in Figure 3.3.3.

Figure 3.3.3
  1. The Manage Filters screen will appear, as Figure 3.3.4 shows. 

Figure 3.3.4
  1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters, if there are any. Select the required filter from the drop-down and click the "Apply" button to apply it. The "Manage Filters" button next to this drop-down helps you open the Manage Saved Filters screen. Point 3.3.1 Save and Manage Location Filters explains more details.
  2. 2: Parameter Tabs: You will see two tabs: "Store" and "Location Group." Select the required tab, e.g., "Store," to create or apply a custom filter specific to the selected stores. 
  3. 3: Use this "Search" box to search for a specific location. 
  4. 4: Use this drop-down to view the results (stores or location groups) based on pricebook zone. 
  5. 5: Use this drop-down to view the results (stores or location groups) based on three parameters: All Locations, Only Active, and Only Deleted. 
  6. 6: Results: This section shows the list of selected parameters. For example, if you have selected the "Store" tab, it will show a list of stores.  
  7. 7: Selection Checkboxes: You must select the required stores by ticking the checkbox.
  8. 8: Arrow: Click the green Arrow button to move the selected stores to Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.3.5.

Figure 3.3.5
  1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. Point 3.3.1 Save and Manage Location Filters explains the details.

3.3.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.3.3.
  2. The Name screen will appear as shown in Figure 3.3.1.1. 
  3. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. 
    1. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.3.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed and delete it when you no longer need it. Open the Manage Filters screen again and follow the steps shown in Figure 3.3.1.2 according to your requirements.

Figure 3.3.1.2
  1. 1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 
  2. 2: Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" pop-up screen will appear when you click the "Manage Filters" button. 
  3. 3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.     
  4. 4: You can click "Select Filter" or "Delete."
  1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
  2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."
  1. Similarly, you can filter the records by selecting the location group(s). When you set up the filters for locations (stores) and location groups, you can see the details chosen by hovering the mouse cursor over the Filter button, as shown in Figure 3.3.1.3.

Figure 3.3.1.3

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.).

Please refer to Scheduling a Report to learn how to schedule a report.

5. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

6. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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