Transaction Age Validation Statistics Report Overview

1. How to generate the "Transaction Age Validation Statistics 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 
   

2. Generating the "Transaction Age Validation Statistics Report"

1. Navigate to the Transaction Age Validation Statistics Report screen.
   
2. Select the date range, enter the required age in the Age field, and click "Generate Report" to view the "Transaction Age Validation Statistics Report" for the selected date range. 
   
1. You can use the Report Type, Filter Items (Custom Filters), Group By Filter, Date Range & Presets, Loyalty Sales filters, and All Transactions, and the Visually Verified 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 report records, as Figure 2.1 shows. 
   

Figure 2.1

 Report Fields:

1. Transaction <21: When the Age field is set to <21, this column shows the number of sales for age-restricted items made to customers younger than 21. The value is displayed in the format "X | Y%".
   
1. X represents the number of sales below the age limit.
2. Y% represents the percentage of sales below the user-defined age requirement. 

3. Report Filter Options 

1. Report Type: The Report Type filter lets you generate two types of reports: Transaction Age Validation Statistics and Age Group. Section 3.1 Report Type explains further details.  
2. Filter Items (Custom Filters): The Filter Items (Custom Filter) filter lets you view the report based on a selected parameter from six options: UPC, Department, Category, Manufacturer, Tag, and Department Tag. This means you can access the report for the selected parameter, i.e., UPCs, departments, categories, or any other parameter. Section 3.2 Filter Items (Custom Filters) explains further details. 
3. Group By Filter: This filter offers four grouping options to organize the report records: None, Group By Department, Group By Category, and Group By Manufacturer. Section 3.3 Group By Filters, explains further details. 
4. Date Range & Presets: This filter lets you select the report's time interval. 3.4 Date Range & Presets explains further details.  
5. Loyalty Sales: This filter allows you to display report records based on customer participation in the loyalty program. Its drop-down options include All Sales, Non-Loyalty Sales Only, or Loyalty Sales Only. Section 3.5 Loyalty Sales explains further details. 
   
6. Age: Use this field to enter the age. 
7. Checkbox Filters:
1. All Transactions: This checkbox lets you view all transactions. 
   

Figure 3.2

1. Visually Verified: This checkbox lets you view only visually verified transactions.  
   

Figure 3.3

3.1 Report Type

Figure 3.1.2

Report Fields:

1. Age Group: This column displays customers' predefined age brackets.
2. Manually Entered Age: This column shows the number of transactions where the cashier manually entered the customer’s birthdate. 
3. Scanned Age: This column shows the number of transactions where age was verified using a scanned ID (e.g., driver’s license).
4. Total: This column summarizes the combined count of Manually Entered Age and Scanned Age for each age group. It provides a complete view of all verified transactions per group. 
   
5. Checkbox Filters: 
   

1. Scanned License: The system ticks this checkbox by default and includes transactions in which the customer’s age was verified by scanning a government-issued ID (such as a driver’s license). If you untick it and generate the report, the system will remove the Scanned Age column from the report and exclude the sales records for which the cashier scanned a government-issued ID.  
2. Manually Entered Birthday: The system ticks this checkbox by default and includes transactions in which the cashier manually entered the customer’s birthdate for age verification. Suppose you untick it and generate the report. In that case, the system will remove the Manually Entered Age column from the report and exclude the sales records for which the cashier manually entered the birthday.  
   

3.2 Filter Items (Custom Filters)

1. The Filter Items drop-down menu has two options: Show All and Custom Filters. By default, the system selects "Show All" and considers all parameters to generate the report. You can change it to "Custom Filter" to view the report based on a specified parameter from six available options: UPC, Department, Category, Manufacturer, Tag, and Department Tag.  
   

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

Figure 3.2.1

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 Transaction Age Validation Statistics 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 six 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 and a few vendors from the "Vendors" tab. 
8. 8: 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 "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 3.2.3.

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 Transaction Age Validation Statistics 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 Transaction Age Validation Statistics 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. 
   

Figure 3.2.1.3

3.3 Group By Filter

1. None: By default, the system chooses "None" and generates the report without any grouping, as Figure 2.1 shows. 
   
2. Group By Department: When you generate the report using the Group By Department option, the system organizes the report records by department, as Figure 3.3.2 shows. 
   

Figure 3.3.2

1. Group By Category: When you generate the report using the Group By Category option, the system organizes the report records by category.
   
1. The Category Depth filter appears when you choose this option, allowing you to choose to select the category's depth. Figure 3.3.3 shows an example.
   

 Figure 3.3.3

1. Group By Manufacturer: When you generate the report using the Group By Manufacturer option, the system organizes the report records by department, as Figure 3.3.4 shows.   

Figure 3.3.4

3.4 Date Range & Presets

Figure 3.4.1

Figure 3.4.2

3.5 Loyalty Sales 

1. All: By default, the system chooses "All" and includes all customers' sales data in the report, as Figure 2.1 above shows.   
2. Only Non-Loyalty: Includes only transactions where no loyalty account was used. See Figure 3.5.2.
   
   Figure 3.5.2
   
   
3. Only Loyalty Sales: Includes only transactions linked to a loyalty customer account. See Figure 3.5.3.
   
   Figure 3.5.3