Report Favorites - Store Employee

Report Favorites - Store Employee

Report Favorites Overview

Report Favorites provide quick access to reports you’ve saved for easy viewing and management. These can include list reports, sales reports, and inventory reports.
Each report screen includes a "Manage Favorites" button, which allows you to:
  1. Save a configured report as a favorite
  2. View and access saved favorites
  3. Delete or update existing favorites

1. Reaching "Report Favorites"

To reach "Report Favorites," follow the steps below:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Reports
  3. Step 3: Choose Report Favorites
See Figure 1.1 to understand the navigation better.

                                                                         Figure 1.1

2. Understanding the "Report Favorites" Layout

Each report marked as a favorite will appear under its corresponding section header, as shown in Figure 2.1. The figure also provides descriptions of the buttons and fields available on the Report Favorites screen.

                                                                                   


















                                                                                   Figure 2.1
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 in. 
  4. Created: This column will display the date when the particular favorite was created.
  5. Actions: Two actions help you manage favorites: Delete or view report.

2.1. "Saved Report Favorites" — Available Actions

Saved Report Favorites allow users to quickly access frequently used report configurations. You can view or delete these favorites using the "Manage Favorites" option on the report screen.

2.1.1. View Report

The View Action button redirects you to the main screen of the corresponding report.
                                                                                Figure 2.1.1.1
  1. Click on the View button, and you will be directed to the main reports page as displayed in Figure 2.1.1.2.

                                                                           Figure 2.1.1.2

2.1.2. Deleting/Removing a Report Favorite

  1. Click the Delete/Remove icon button associated with the favorite report. See Figure 2.1.2.1.

                                                                                 Figure 2.1.2.1
  1. The alert message will appear, as Figure 2.1.2.2 shows.

                                     Figure 2.1.2.2
  1. Click "Yes, Delete" to delete the favorite report.
  2. The system will delete the report from Report Favorites and show a Success message.

                      Figure 2.1.2.3
  1. Click on "Yes, delete" to delete the favorite report record.

3. Managing Report Favorites

The Manage Report Favorites feature allows you to view or delete frequently used report configurations for quick access. This helps streamline reporting by reducing the need to repeatedly set filters or parameters.

3.1. 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 any List Report. 
  2. Configure a report as per your requirements using the filter options.
  3. Click the "Manage Favorites" button highlighted in Figure 3.1.1.
                                                               Figure 3.1.1
  1. You can search for the report by clicking on the "Search" button, as highlighted in Figure 3.1.2, that you wish to add as favorite. If you wish to save any generated report as a new favorite, click on "Save as New Favorite," as highlighted in Figure 3.1.2.
⁣
                                                                                      Figure 3.1.2
  1. Click on "OK" to save the filter as your favorite.
⁣
                                                                                           Figure 3.1.3
  1. Click again on "OK" on the Success message pop-up.

                                          Figure 3.1.4
  1. The saved filter is reflected, as highlighted in Figure 3.1.5.

                                                                   Figure 3.1.5
3.2. Replacing an Existing Favorite Report
  1. Please follow the steps below to replace a favorite report.
  2. Navigate to the report you wish to save as a favorite, such as a Buydown Sales Report, Invoice Summary Report, or any List Report.

                                                                     Figure 3.2.1
  1. To configure a report as per your requirements using the filter options, follow the steps below.
    1. Click the "Manage Favorites" button highlighted in Figure 3.2.1 above, and the Manage Report Favorites screen will appear.
    2. In the Search box, enter the report's name or part of the name and click the Search button. The Manage Report Favorites screen will show the respective favorite reports, as Figure 3.2.2 shows. 
                                                      Figure 3.2.2
  1. Click on the desired report and click "Replace Existing Favorite." The alert message will appear, as Figure 3.2.3 shows. 
                                                           Figure 3.2.3
  1. The system will replace the existing favorite report with the new one and show a Success message.
                                             Figure 3.2.4

 4. 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.

5. 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. 

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