Negative Cashier Report Overview

1. How to generate the negative cashier 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 "Negative Cashier 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 Negative Cashier
   

2. Generating the "Negative Cashier Report" 

1. Navigate to the Negative Cashier Report screen.
   
2. Select the date range and click "Generate Report" to view the "Negative Cashier Report" for the selected date range. 
   
1. You can use the Filter By Employee, Filter By Items, Range Type, Date Range & Presets filters, and Show Details, Show Voids, Show Cancels, Show Returns, and Show No Sales checkbox 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. 
   

The report shows cashier-wise negative transactions organized by Register Z and receipt number. If five cashiers had negative transactions in their sales within the selected date range, the system will show five records similar to the one shown in Figure 2.1.

1. 1: Report Header: The report header shows the cashier's name and the summary of all negative transactions. Each field name indicates the information it displays. 
   
2. 2: Report Details: This section shows the receipt-wise negative transaction details. 
   

1. The header shows the Register Number, Reg. Z No., and period.
   
2. The following transaction details can be seen in tabular format:
   
2. Item Name: An item on which the cashier has performed a negative transaction, as the customer asked to void/cancel/return.
   
3. Quantity: Number of voided/cancelled/returned quantities.
   
4. Total Retail: Total retail amount based on the item's retail price, multiplied by quantity.
   
5. Transaction Type: A negative transaction, whether an item was voided/cancelled/returned at the POS during checkout.
   
6. Reason: If a cashier added a reason for performing the negative transaction, it can be seen here.
   

3. Report Filter Options

1. Filter By Employee: The Filter By Employee filter lets you view the report for the selected employees. Section 3.1, Filter By Employee, explains further details. 
2. Filter By Item: The Filter Items filter lets you select the report data based on six parameters: UPC, Department, Category, Manufacturer, Tag, and Department Tag. Section 3.2 Filter Items (Custom Filters), explains the further details.  
3. Range Type: The Range Type filter lets you select the report data based on two parameters: By Date Range and By RegZ Range. Section 3.3 Range Type, explains further details  
4. Date Range & Presets: The Date Range & Presets lets you select the report's time interval. 3.3 Date Range & Presets explains further details. 
5. Checkbox Filters: 

1. Show Details: This checkbox lets you view the report in detail, as Figure 2.1 shows. 

Figure 3.2

2. Show Voids: This checkbox allows you to include Void sales records in the report. The system ticks it by default, but you can untick it if necessary.
3. Show Cancels: This checkbox allows you to include Cancel sales records in the report. The system ticks it by default, but you can untick it if necessary.
4. Show Returns: This checkbox allows you to include Return records in the report. The system ticks it by default, but you can untick it if necessary.
5. Show No Sales: This checkbox allows you to include No Sales records in the report. No Sales records when the cashier clicks the "No Sales" button on the POS. The system ticks it by default, but you can untick it if necessary.
   

3.1 Filter By Employee 

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

1. In the Filter By Employee drop-down menu, select the "Filter By Employee" option and click the "Manage" button.
   

 Figure 3.1.1

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

Figure 3.1.2

1. 1: Search: Use this "Search" box for a specific employee.
   
2. 2: Customer List: This section shows the list of all employees. 
   
3. 3: Selection Checkboxes: Select the required employees 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 3.2.3

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. 
   

1. Figure 3.1.4 shows that the selected employees' names are displayed under Selected Filter Types. When you click "Generate Report," the system will generate the report only for the selected employees. 

Figure 3.2.4

3.2 Filter Items (Custom Filters)

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

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 Negative Cashier Report home screen. 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 the following 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.
   
4. 4: Search: Use this "Search" box for a specific result.
   
5. 5: All Items: Use the Item filter to filter the Manage Filters 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 Filters 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. 
   
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 3.2.3

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 Negative Cashier 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. 3.2.1 Save and Manage Custom Filters explains the details.
   

3.2.1 Save & Manage Custom Filters

1. Click the "Save Filters" button shown in Figure 3.2.3.
   
2. The Name pop-up will appear, as shown in Figure 3.2.1.1. 
   
3. Enter the name of the custom filter and click "OK." The system will save the filter.
   

Figure 3.2.1.1

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 3.2.1.2

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 Negative Cashier 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 3.2.1.3 shows.
   

Figure 3.2.1.3

3.3 Range Type

1. The By Date Range option lets you generate the Negative Cashier Report for the selected date range. The system selects this option by default and generates the report, as shown in Figure 2.1.
2. The By RegZ Range option lets you generate the Negative Cashier Report for the selected Register Z. Please follow the steps below to generate the Negative Cashier Report for the selected Register Z. 
   
1. Select the By RegZ Range option in the Range Type drop-down. 
   
2. The Register # and Z# drop-downs will appear, as Figure 3.3.1 shows. Select the required register and Z numbers from the corresponding drop-downs and click "Generate Report." 
   

Figure 3.3.1

1. The system will generate the Negative Cashier Report for the selected Z, as Figure 3.3.2 shows. 
   

Figure 3.3.2

3.4 Date Range & Presets 

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.4.1.
   

Figure 3.4.1

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 3.4.2, 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 3.4.2

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites