Transaction Age Validation Statistics Report Overview

1. Reaching the "Transaction Age Validation Statistics Report"

3. Generating the "Transaction Age Validation Statistics Report"

When you navigate to the page, you will see the options pre-selected by default. You can generate the report for the selected date range. By default, the report type is selected as "Transaction Age Validation Statistics," and age validation is selected as 21; however, you can enter the desired age in the number field or use the up/down arrows to adjust the value.

 Figure 3.1

1. Transaction<21: If the age limit in the Age field is defined as 21, this column will display the number of sales for age-restricted items that are to be sold to customers of 21 years of age.
   The value in this column is defined as "0 | 0.00" or "2 | 22.22 %," which is defined as the Number of Sales below 21 | Percentage of Sales under the user-set age requirement.
   
   
2. Transaction>21+: The value in this column is defined as "0 | 0.00" or "2 | 22.22 %," which is defined as the Number of Sales below 21 | Percentage of Sales above the user-set age requirement.
   
   
3. Total Transaction: This column gives the total number of transactions within a date range above or below a user-set age requirement.
   

3.1. Filter Items

1. Show All: Displays all buydowns available in the system. Use this option to view a complete list of all applied buydowns across items.
   
2. Custom Filter: Allows users to display a filtered buydown item list report. This is helpful when generating a report focused on particular buydowns for analysis.
   

Figure 3.1.2

Manage Filter Screen Information:

1. Manage 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 Transaction Age Validation Statistics Report home screen. Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters. 
   
2. Parameter Tabs: You will see six tabs: UPC, Department, Category, Manufacturer, Tag, and Department Tag. Select the required tab, i.e., "Department," to create or apply a custom filter specific to the selected departments.
   
3. Search: Use this Search box for a specific result.
4. All Items: Use this drop-down to filter the Manage Filters screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone Only.
   
5. Active Only: Use this drop-down to filter the Manage Filters screen data based on three parameters: Active Only, Inactive Only, and All Records.
   
6. Match All Filters Drop-Down: Use the Match All Filters filter to decide whether or not the Manage Filters screen data matches all applied filters. 
   
7. Results: Here, you see the relevant list of data on the Manage Filters screen for the selected tab. For example, if you have chosen the "Department" tab, it will show the list of all departments. You can search for a specific department in the "Search" bar.
   
8. Select the required departments by checking the appropriate checkboxes.
   
9. Click the green Arrow button to move the selected records to Selected List.

Figure 3.1.3

1. Include: If the flag is selected to "Include," it means the sales report will be generated by applying the selected records.
   
2. Exclude: If the "Exclude" flag is selected, the sales report will be generated, but the selected records will be ignored. It will consider the selected records that need to be excluded and the left-side records for reports.
   

1. Click the "Apply" button to apply the selected parameters. The system will navigate you to the Transaction Age Validation Statistics Report screen. Click "Generate Report." The system will generate reports based on your selection. 
   
2. Click the "Save Filters" button to save the custom filter for future use. Point 3.1.1 Save & Manage Custom Filter explains the details.
   

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 Transaction Age Validation Statistics Report.
2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. You will see the listing of the saved custom filters in a pop-up by clicking on it.

3: The Filter Name list shows the list of all saved custom filters. Click on the filter's name to select it.   
4: You can click "Select Filter" or "Delete."

1. Select Filter: Use the "Select Filter" button to select any filter from the list. 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 Transaction Age Validation Statistics Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. Delete: Use the "Delete" button to remove the no longer required filter from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK" to delete the filter. 
   

2. Similarly, you can filter and set up the records for other tabs (parameters).
   

3.2. Group By Filter

1. Group By Departments: It displays the report results sorted and summarized by department. 

1. Group By Category: It organizes the results based on product categories within departments. When you select this filter, the category depth field appears.
   

1. Select the category depth and click the "Generate Report" button to generate a report grouped by the selected category. 
   

Figure 3.2.4

1. Group By Manufacturers: Groups and shows results by product manufacturers or brands.

3.3. Date Range & Presets 

1. Start Date: This field lets you choose the start date of the date range.
   

Figure 3.3.1

1. End Date: This field lets you choose the end date of the date range.
   

 Figure 3.3.2

1. Presets: The Presets label is provided to select the specific duration/interval to generate the report with that.
   

 Figure 3.3.3

3.4. Group By Location

1. None: If any location is not selected, it will display the report for Transaction Age Validation Statistics items for every location by default. See Figure 3.1 above.
   

1. Location: If you select "Location," the data in the report for Transaction Age Validation Statistics will be displayed location-wise (stores) for each store. Once the location-specific report is generated. 
   

 Figure 3.4.1

1. Location Group: You can also check the data in the report as per the location groups that are created in Manage Location Groups at Locations. If you select the "Location Group," the "Include Location Group(s)" data will be displayed in the location group. 
   

Figure 3.4.2

3.5. Loyalty Status

1. All: Choosing this will display all the transactions, combining all the sales for loyalty and non-loyalty customers. (Selected by Default)
2. Loyalty Sales: Choosing this will display the transactions for loyalty customers in the selected date range. 
   
   Figure 3.5.1
   
   
3. Non-Loyalty Sales: Choosing this will exclude sales for loyalty customers in the selected date range.
   
   Figure 3.5.2

3.6. Age

3.7. Checkbox Filters

1. All Transactions: Checking this option will include every transaction within the selected date range, regardless of whether the age was verified or not. If you uncheck it, the report will only apply the filters you specify (e.g., age, visually verified, loyalty sales). 
   
   Figure 3.7.1
   
   
2. Visually Verified: Checking this option will display all the transactions that are visually verified.
   

 Figure 3.7.2

1. Both: If you check both, the report results will be the combination of both filters.
   
    Figure 3.7.3

4. Generating the Report by "Age Group"

Report Type refers to the specific kind of report you want to generate. The dropdown under Report Type allows you to select between different report formats or categories. In your case, the options shown are:

Transaction Age Validation Statistics: A report that provides statistics on transactions based on customer age verification. It is selected by default, as explained above.

1. Age Group: A report that categorizes and summarizes data based on different customer age groups.
   

So, selecting a Report Type defines the overall structure and purpose of the report you are about to run. 

Figure 4.1

This report type displays transaction data grouped into predefined customer age ranges for easier analysis of sales and compliance trends.

Figure 4.2

"Transaction Age Validation Statistics Report by Age Group" Screen Information:

Fields are explained above section-wise.

Report columns:

1. Age Group: This column indicates the count of people whose age was confirmed by visual inspection instead of being recorded in a specific age group.
   
2. Total: This displays the number of people/customers counted in each age group.
   

Report Results for "Age Group" Report Type with Checkbox Filters:

1. Scanned Licenses: The report will only include transactions where a customer’s license/ID was scanned during the sale.
   
   Figure 4.3
   
   
2. Manually Entered Birthdates: This filter will display transactions where the customer’s date of birth or age was typed in manually by the cashier, instead of being scanned from an ID or auto-populated.
   
   Figure 4.4
   
   
3. When both the checkbox filters are checked:
   

Figure 4.5