Incomplete Broad Count Report

Incomplete Broad Count Report

Incomplete Broad Count Report Overview

An "Incomplete Broad Count Report" shows up to 7 days of results for which stores have not submitted and/or started their broad count for the given days in the date period. The report can be filtered with different filters to obtain different resultant reports per requirement.

1. Reaching the "Incomplete Broad Count Report"

To reach the "Incomplete Broad Count Report," follow the steps below:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Incomplete Broad Count Report


                                                                                 Figure 1.1

2. Understanding the "Incomplete Broad Count Report" Layout

You will see the "Report Data is Empty" message initially. You need to select the date range to check the Incomplete Broad Count Report. See Figure 2.1.


                                                                                               Figure 2.1

3. Generating the "Incomplete Broad Count Report"

  1. When you navigate to the page, you will see the options pre-selected by default. You can generate the Incomplete Broad Count Report for the selected date range.
  2. For this, you will have to select the location, status, and number of days.

                                                                                               Figure 3.1

The report will display the definition name with the associated date for the selected location.

3.1 Filter Items:

Filter Items allows you to display the report with two options:
  1. Show All: This option displays all the records of the incomplete broad count in the selected date range for the selected location, order, and status.
  2. Filter by Broad Count Definition: This option allows you to choose a specific broad count definition in the selected date range.

                                                                                             Figure 3.2
- Manage Filter screen: Use this screen to custom select a broad count definition and display the definition-specific Incomplete Broad Count Report. 

                                                                                                                         Figure 3.3
Manage Filter Screen Information:

1. Search: Use this search bar for a specific result.
2. Results: Here, you see the relevant list of cashiers to generate custom-cashier-based data results. You can search for a specific cashier in the Search bar.
3. Checkboxes: Select the required products by checking the appropriate checkboxes.
4. Arrow: Click the green Arrow button to move the selected records to the Selected List area.
5. Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (X) icon. 
6. Apply/Close: Apply or close the custom filter.
  1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Incomplete Broad Count Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
  2. Close: Use this button to exit the Manage Filters screen.
                                                                        
                                                                                   Figure 3.4

4. Group By:

Let's see how to check the Incomplete Broad Count Report by grouping it by location. You will see a "Group By Location" drop-down from which you can select either "Location" for grouping the incomplete broad count data in the report.

                                                                                    Figure 4.0
                                                                                     
  1. None: By default, "None" will be selected, which implies the report data will be displayed without any grouping. See Figure 4.0.
  2. Location: If you select "Location," the data in the Incomplete Broad Count Report will be displayed location-wise (stores) for each store. See Figure 4.1.

                                                                                           Figure 4.1

5. Status:

This field has the attached drop-down menu for "All" and "In Progress" status types. Select the option for which you wish to display the report.

                                                                                        Figure 5.1

6. Days

This field has an attached drop-down calendar that shows up to 7 days of results. Select the number of days to display the report for the given days in the date period.


                                                                                            Figure 6.0

7. 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.

8. 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. 

9. 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.