Report Favorites

Report Favorites

Report Favorites Overview

"Report Favorites" will display the list of all report types (List Reports, Sales Reports, Smart Till Reports, Inventory Reports, Lottery Reports, etc.) that have been saved by the user for easier access or review.
Each report screen has the "Manage Favorites" button to save the configured report as a favorite. Using the same button, you can manage all your favorite reports from any of the report screens. 
  1. How to view a report favorite.
  2. How to save a report favorite.
  3. How to delete a report favorite.

Reaching "Report Favorites"

To reach "Report Favorites":     
  1. Log into Control Center
  2. Choose Point of Sale
  3. Choose Reports
  4. Choose Report Favorites

                                                                                        Figure 1.0

1. Understanding "Report Favorites"

Every report type that is marked as a favorite will be displayed under its respective header, as highlighted in Figure 1.1.


                                                                                           Figure 1.1

Please see the image below labeled Figure 1.2 for a description of the buttons and fields that appear on the Report Favorites screen.

                                                                                               Figure 1.2

Fields:
  1. Name: This column will display the name you choose to save the report as.
  2. Report Name: Here, the actual report name that you saved as a favorite for easier access is mentioned.
  3. Type: The type is predefined in the column for the report, depending upon the module it falls into. The type would be different for Loyalty and Signage reports.
  4. Created: This column will display the date when the particular favorite was created.
  5. Actions: There are two actions that help you manage favorites: Delete or View Report.

2. View Report

The Action button will take you to the Main Page of the associated report.                                                                                                                                                                                                                                                                                                    Figure 2.0
  1. Click on the View button, and you will be directed to the main reports page as displayed in Figure 2.0.
  2. Click on "Manage Favorites" to either save the report as a new favorite or replace the existing report.      

2.1 Saving a Report as a Favorite 

  1. Navigate to the report you wish to save as a favorite, such as a Buydown Sales Report, Invoice Summary Report, or Time Clock List Report. 
  2. Configure a report as per your requirements using the filter options.
  3. Click the "Manage Favorites" button highlighted in Figure 2.1.0.
                                                                                                                                                                                                                                                      Figure 2.1.0
  1. You can search for the report by clicking on the "Search" button as highlighted in Figure 2.1.1 that you wish to add as a favorite.
   
                                                                                      Figure 2.1.1
  1. If you wish to save any generated report as a new favorite, click on "Save as New Favorite," as highlighted in Figure 2.1.1 above.
                                                                                 
                                                                                           Figure 2.1.2
  1. Click on "OK" to save and continue.

                                    Figure 2.1.3
  1. The changes are reflected, as highlighted in Figure 2.1.4.

                                                                           Figure 2.1.4

3. Deleting/Removing a Report Favorite

  1. Click Delete/Remove icon button associated with the favorite report. See Figure 3.0.

                                                                                       Figure 3.0
  1. The alert message will appear, as Figure 3.1 shows.

                                       Figure 3.1
  1. Click "Yes, delete" to delete the favorite report.
  2. The system will delete the report from "Report Favorites" and show a Success message.

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