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, Scan Data, Capstone Export) that have been saved by the user for easier access or review.

1. Reaching Report Favorites

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

2. Understanding Report Favorites

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

                                                                                         Figure A

Fields:
  1. Name: This column will display the name of the Report Favorite by which you have saved the report.
  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 Section for the report, depending upon the module it falls into. The type would be different for Loyalty and Signage reports.

                                                                           Figure B
  1. Created: This column will display the date when the particular Report Favorite was created.
  2. Actions: There are two actions that help you manage report favorites - Delete or View Report.

3. View Report

The "Action" button will take you to the Main Page of the associated report.

                                                                                           Figure B
  1. Click on the "View" button, and you will be directed to the main reports page as displayed in Figure D. Click on "Manage Favorites" to either save the report as a new favorite or replace the existing Report Favorite.      
                                                                             
                                                                      Figure C
  1. You can search the saved report favorites by entering their name and clicking on the "Search" button as highlighted in Figure D.
                                                                   
                                                                     Figure D
  1. If you wish to save any generated report as a New Favorite, click on "Save as New Favorite," as highlighted in Figure E below.

                                                                          Figure E
  1. Click on "OK" to Save and Continue.

                                                                      Figure F
  1. The changes are reflected, as highlighted in Figure G.

                                                                           Figure G
  1. Similarly, the reports can be made favorites for other report types too (List Reports, Sales Reports, Smart Till Reports, Inventory Reports, Lottery Reports, Scan Data, and Capstone Export), as highlighted in Figure H.

                                                                        Figure H

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