Media Detail Sales Report Overview 

1. How to generate the "Media Detail Sales Report" for the selected date range
   
2. How to apply filter options to customize the report
   
3. How to automate (schedule) or print a report
   
4. How to mark the report as a favorite report 
   

1. Reaching the "Media Detail Sales Report"

1. Step 1: Log into Control Center
2. Step 2: Choose Store
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Media Detail Sales
   

2. Generating the "Media Detail Sales Report"

1. Navigate to the Media Detail Sales Report screen.
   
2. Select the date range and click "Generate Report" to view the "Media Detail Sales Report" for the selected date range. 
   
1. You can use the Filter By, Report Type, Date Range & Presets filters, and the Group By Day checkbox filter 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. Tender Type: This label shows the tender type, such as cash, debit card, credit card, or coupon.  
   
2. Date/Time: This column describes the date/time when the transaction with that particular tender happened in the system. 
   
3. Location: The name of the store's physical location.
   
4. Receipt Number: This column displays the receipt number.
   
5. Cashier: This column displays the cashier's employee number.
   
6. Cashier Name: This column displays the cashier's name working the shift.
   
7. Reg #: This column displays the register number used in the transaction with the selected tender.
   
8. Account #: This column displays the customer's account number with any tender type except cash. 
   
9. Amount Taken: This column defines the amount accepted for the tender type. Here, as highlighted in Figure 2.1, the tender type is cash.
   
10. Change Given: This column displays the change given back to the customer, which is usually relevant when the tender type is cash.
    
11. Net Amount: This column displays the total amount paid in the transaction. 
    

3. Report Filter Options 

1. Filter By: Filter By lets you view the report based on specific media or tender type, such as a specific credit card, cash, coupons, etc. 3.1 Filter By explains further details. 
2. Report Type: The Report Type filter lets you generate five reports: Summary for All, Summary By Store, Group By Register, Group By Register and Store, and Group and Details for All. 3.2 Report Type explains further details. 
3. Date Range & Presets: This filter lets you select the report's time interval. 3.3 Date Range & Presets explains further details.  
   
4. Checkbox Filter: 
   

1. Group By Day: When you tick this checkbox to generate the report, the system organizes the report records date-wise, as Figure 3.2 shows. 
   

Figure 3.2

3.1 Filter By

1. Show All: The system selects "Show All" by default. It considers all tenders when generating the report. The "Manage" button is disabled for this option. 
   
2. Filter By Tender: This option generates the report by selecting specific tenders. Once you choose this option, the system will enable the "Manage" button to set up the filters. 
   

1. Select the Filter By Tenders option in the Filter By drop-down and click the "Manage" button.
   

Filter 3.1.1

1. The Manage Filters screen will appear, showing the customer list, as Figure 3.1.2 shows.

Figure 3.1.2

1. 1: Search: Use this Search box for a specific tender.
2. 2: Tender List: This section shows the list of all tenders. 
3. 3: Selection Checkboxes: Select the required tenders by checking the appropriate checkboxes.
4. 4: Arrow: Click the green Arrow button to move the selected records to the Selected Area.  

1. The Manage Filters screen will look like the one in Figure 3.1.3.

Figure 3.1.3

1. 1: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
2. 2: Apply: Click "Apply" to apply the selection. 
   

 Figure 3.1.4

3.2 Report Type

Figure 3.2.1

1.  Group By Register: The "Group By Register" option organizes the report records based on the Register number where the sales were performed, as Figure 3.2.2 shows. 

Figure 3.2.2

1. Group By Register and Store: The "Group By Register and Store" option organizes the report records based on the store name and register number, as Figure 3.2.3 shows. 

Figure 3.2.3

1. Details for All: The "Details for All" option organizes the report records based on the tender type and gives details about each transaction, as Figure 3.2.4 shows. 

Figure 3.2.4

3. Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.3.1.
   

Figure 3.3.1

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 3.3.2, 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.
   
3. After making the appropriate selections for other filters, click on "Generate Report."

 Figure 3.3.2

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites