Disclaimer Acknowledgement Report Overview

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 Location
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Disclaimer Acknowledgement 
   

2. Generating the "Disclaimer Acknowledgement Report"

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) and Date Range & Presets 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 transaction payment 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 POS acknowledges the disclaimer. 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

1. Filter Items: Filter Items lets you select the report data based on six parameters: UPC, 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.  
   

3.1 Filter Items (Custom Filters)

1. The Filter Items drop-down menu has two options: "Show All" and "Custom Filters." By default, the system selects "Show All" and considers all parameters to generate the report. The "Custom Filter" option allows you to view the report based on a specified parameter from six options: UPC, Department, Category, Manufacturer, Tag, and Department Tag. 

1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.
   

Figure 3.2.1

1. The Manage Filters screen will appear, as Figure 3.2.2 shows. 
   

Figure 3.2.2

1. 1: Saved Filters Drop-Down: 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 home screen for the Disclaimer Acknowledgement Report: Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Click this button to open the Manage Saved Filters screen. 3.2.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see six tabs: UPC, Department, Category, Manufacturer, Tag, and Department Tag. 
   
4. 4: Search: Use this Search box for a specific result.
   
5. 5: All Items: Use the Item filter to filter the Manage Filter screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the "UPC" tab.
   
6. 6: Active Only: Use this filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the "UPC" tab.
   
7. 7: Match All Filters Drop-Down: The Match All Filters filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filters screen data matches all applied filters. This drop-down is particularly useful when you use multiple parameter tabs, such as when you choose a few UPCs from the "UPC" tab and a few tags from the "Tag" tab. 
   
8. 8: Results: Here, you see the relevant list of data on the Manage Filter screen for the selected tab. For example, if you have chosen the UPC tab, it will show the list of all UPCs. You can use the "Search" bar for a specific UPC. You will see the data accordingly if you have applied the 4, 5, 6, or 7 filters.
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the corresponding checkboxes.
   
10. 10: Arrow: Click the green "Arrow" button to move the selected records to the Selected Area.
    

1. The Manage Filters screen will appear as shown in Figure 3.1.3.
   

Figure 3.1.3

1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters in generating the report.
   
1. Include: If you select "Include," the system will include all the specified parameters to generate the report.
   
2. Exclude: If you select "Exclude," the system will exclude all the specified parameters from generating the report.
   
2. 2: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Disclaimer Acknowledgement Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
   
4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.1.1 Save and Manage Custom Filters explains the details.
   

3.1.1 Save & Manage Custom Filters

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." The system will save the filter.
   

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. Reopen the Manage Filters screen and use the steps in Figure 3.1.1.2 according to your requirements.  
   

Figure 3.1.1.2

1. 1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the report.
   
2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click on it, a list of the saved custom filters will appear in the Manage Saved Filters pop-up screen.
   
3. 3: Filter Names: The Filter Name list shows all saved custom filters. Click on a filter name to select it.   
   
4. 4: Select Filter: Use the "Select Filter" button to select any filter from the list.
   
4. 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.
   
5. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list. 
   

1. Similarly, you can filter and set up the records for other tabs (parameters).
   
2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The selected filter details are available under the Selected Filters label, as Figure 3.1.1.3 shows.
   

3.2 Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.2.1.
   

 Figure 3.2.1

1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in MM/DD/YYYY format.
   
2. Click inside the End Date field and follow the same process. 
   
3. After making the appropriate selections for other filters, click on "Generate Report."
   

1. Hover over the "Presets" button. 
   
2. As shown in Figure 3.2.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection. After making the appropriate selections for other filters, click on "Generate Report."

 Figure 3.2.2

5. Printing / Exporting a Report

6. Manage Favorites