# Reports Manager ## Overview Reports are based on a period such as a shift, a day, a month, or a year in which sales are made. These reports show sales on a system-wide basis while Cashier reports apply only to a single cashier on a single register. ## Using Reports Menu Navigate to **CSR Func > Reporting Menu** from the POS (While in Sales, **CSR Func** can be located on the right-hand side bottom corner of the screen on Topaz and bottom of the screen on Ruby2) to access the following Reporting functions: * [Cashier Worksheet](#cashier-worksheet) * [Close Cashier Report](#close-cashier-report) * [Print Cashier Report](#print-cashier-report) * [Payroll Reports](#payroll-reports) * [Other Reports](#other-reports) Key points to remember: * Closing a report does not automatically print the report. The Print Report functions print the reports. * Cashier Close affects only that register. * A Period Close closes all registers for inside and outside sales. * Closing a period closes that period as well as any lower level periods. For example, “Close Day” function automatically runs a “Close Shift”. * Flash Reports provide current information for Period 1 (Shift) without closing. ### Cashier Worksheet MOPs printed on the cashier worksheet are based on flags in MOP file. 1. Touch **\[Cashier Worksheet]** 2. Prints a form to enter the counted amount of each method of payment (MOP) during Print Cashier Report function. ### Close Cashier Report This function calculates sales totals for the cashier; then closes and resets drawer totals for the cashier on the terminal where the cashier performed the sales. The other registers in the system remain unaffected. {% stepper %} {% step %} Touch **\[Close Cashier Report]** {% endstep %} {% step %} Key the cashier number {% endstep %} {% step %} Touch **\[OK]** or press **\[ENTER]** {% endstep %} {% step %} Touch **\[OK]** to confirm the sequence {% endstep %} {% endstepper %} ### Print Cashier Report Only an employee with the required security level can print the report. For the first time only the system prompts the cashier to enter the ending drawer amounts. After that, it is simply a reprint using the same amounts. Most recently closed report will always be displayed at the top of the list. {% stepper %} {% step %} Touch **\[Print Cashier Report]** {% endstep %} {% step %} Key the cashier number {% endstep %} {% step %} Touch **\[OK]** {% endstep %} {% step %} In the Cashier Period list, touch the report to print {% endstep %} {% step %} In the Print Cashier Report overlay, key the amounts of each method of payment (MOP) counted in a cashier drawer {% endstep %} {% endstepper %} ### Payroll Reports {% stepper %} {% step %} Touch **\[Payroll Reports]** {% endstep %} {% step %} In the Select Payroll Function list, touch **\[CLOSE]** or press **\[ENTER]** {% endstep %} {% step %} Key and touch **\[OK]** or press **\[ENTER]** to close all employees {% endstep %} {% step %} Touch **\[OK]** or press **\[ENTER]** to acknowledge {% endstep %} {% endstepper %} ### Other Reports Close Period Reports and Print Period Reports: {% stepper %} {% step %} Touch the reports function or key **\** and press **\[ENTER]** {% endstep %} {% step %} Select the report to be printed. The available other reports are: * Close Shift Report * Print Shift Report * Close Daily Report * Print Daily Report * Close Monthly Report * Print Monthly Report * Close Yearly Report * Print Yearly Report * Close Carwash Pay Point Period * Print Carwash Pay Point Period * Funds Audit Report * Flash Reports {% endstep %} {% endstepper %} ## Configuring Reports Period Reports are made up of a number of smaller reports. Use **Configure Group List** in **Report Configuration** form to turn off printing of those reports that should not be printed. {% hint style="info" %} *Even if a report is turned off for printing, it will still be generated and so, could be printed at a later time.* {% endhint %} Use **Reporting** to configure reports. ### Report Configuration #### Report Configuration Use to configure reports for the selected period.
Field/ButtonAllowable Value/Function
Period Configuration

Select the period to be configured.

This period selection does not apply to the Configure Group List. Make sure that the appropriate period is selected under the Configure Group List section.

DescriptionThe name of the period selected in Period Configuration.
Delay Between CloseEnter the minimum time that must lapse between period closes (0 - 366).
Unit of MeasureSelect to define the unit of time between period closes (Hours or Days).
Roll Up DB ReportsAllows rolling up of database totals into the next period. (Shift always rolls up into Day so selection is not available for Shift.) Select ‘Yes’ for other periods to roll data into the next period.
Store T Log DataSelect ‘Yes’ to store transaction log data for periods 1 and/or 2.
Report Parameters -Reclose SecuritySelect the security level required to close a period without waiting the preset time since the previous period close (1 - 9).
Force Close Pending SecuritySelect the security level required to force close a pending period (1 - 9).
Force Cashier Closed

(Applies only if Shift is selected in Period Configuration.) Select to automatically close all open cashiers when a Close Shift Report is run.

(If not selected, cashier totals must be closed manually.)

If “Force Cashier Closed” is selected, do not select “Cashier Spans Shifts” or “Force Cashier to Print.”

Cashier Span ShiftsSelect if open cashiers are not required to close cashier totals when a Close Shift Report is run. If not selected, open cashiers must manually close cashier totals when a Close Shift is run.
Force Cashier to PrintSelect to require the cashier to print a cashier report in addition to closing.
Allow Close with No ActivitySelect to allow a period close with no transactions.
Allow Suspended SalesSelect to allow a period close when suspended sales are present.
Configure Group ListMake sure that the appropriate period is selected for configuring the group list. Click Edit to add reports to be printed by POS for that period.
DeleteTo prevent a report from printing, select the report in the Configure Group List and select Delete.
#### Auto End of Day (AEOD) Automatic End of Day (AEOD) performs an automatic close daily at a specified time even if the POS is unattended. {% hint style="info" %} Refer to the AEOD Feature Reference . {% endhint %} #### Manager Workstation Manager Workstation (MWS) allows entries to be adjusted after a period close at the POS. Drawer counts and adjustments to the Day Close can be entered at a PC away from the counter. {% hint style="info" %} Manager Workstation is enabled by default. When enabled, the cashier is prompted to open connected drawers on day close. To stop this prompt, uncheck Manager Workstation Enabled if the site doesn’t support it. {% endhint %}
Field/ButtonAllowable Value/Function
Manager Workstation EnabledSelect to enable Manager Workstation.
Max Unaccepted Period Reports

Enter the maximum number of open Days that can be allowed. This parameter determines how many unaccepted reports can be kept in queue for the manager to correct and close. When the reports in queue cross this number, the earliest one is auto-closed.

Verifone recommends max value as 3 if the close period type is Day and max value as 9 if close period type is Shift.

### Cashier Tracking Use to track selected PLUs (up to 50), departments (up to 30) or categories (up to 10) by cashier. {% hint style="info" %} Cashier Tracking reports are printed only as part of a Cashier Report. {% endhint %}
| Field | Allowable Value / Function | | ------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | PLU Tracking |
  1. Click Edit
  2. In Retrieve PLUs form, enter conditions and click Done or Retrieve Page
  3. Select PLUs and click Done
| | Department Tracking |
  1. Click Edit
  2. Select departments in Added Departments form
  3. Click Done
| | Category Tracking |
  1. Click Edit
  2. Select categories in Added Categories form
  3. Click Done
| ### Close Car Wash Pay Point Period Click **Reporting > Close Car Wash Pay Point Period** to close car wash pay point period. ### Site Asset Data Screen contains tabs with information about site details, POS Terminals, Dispenser Data, and Stand-Alone Devices. ### Close Day NOW The Close Day NOW function performs a day close. ### Mobile Food Order Report {% hint style="info" %} Refer to the Mobile Food Order Feature Reference. {% endhint %} ## Reporting See Reports topic for examples of all reports and the report details. ## Troubleshooting Transforming the troubleshooting FAQ/messages into expandable items for GitBook.
# Message Description/Action
E1206PAYROLL RECORD FULLThe POS stored as many clock in/outs as it can hold. Run the Payroll Report function.
E2001ABORT PRINTING NOT ALLOWEDAttempted to stop printing the Close Yearly report. Printing this report cannot be aborted.
E2002NO CASHIER REPORT AVAILABLEThe Print Cashier Report function has been selected and there is no data to print. Choose another report or function.
E2004INVALID INPUT
  • An invalid cashier number was entered or an invalid key was pressed when trying to close a cashier.
  • An invalid number was entered to list the PLU or department data.
  • An invalid choice was entered when prompted to print a current or close a Payroll Report.
  • An invalid cashier number was input for the Payroll Report.

Enter the correct information.

E2005CASHIER NOT OPENAttempted to run the Close Cashier function in Reports mode and the specified cashier has not logged in.
E2006

INVALID EMPLOYEE

NUMBER

Logged in with an invalid ID. Re-enter the correct number.
E2007INVALID CASHIER REPORT AMOUNTEntered 0.00 for an MOP amount when printing a Cashier Report and the “Allow $0.00 Entry” parameter is set to ‘N’ in the MOP File. Re-enter the information.
E2008NO REPORTS AVAILABLEThe selected period report has not been closed yet. Run the close period report first. This occurs in the Print Shift, Daily, and Monthly report functions in Reports mode.
E2009ACCESS DENIEDAttempted to print a report or close a period with a security level lower than that set in Manager > Security Control > Report Functions. Check with your manager to get access to this function.
E2010UNABLE TO OPEN TANK MONITOR PORTSelected the Tank Monitor Report for printing but the appropriate COM port could not be opened. Check for loose connections in the back of the POS.
E2011NO RESPONSE FROM TANK MONITORSelected Tank Monitor Report for printing but the POS did not receive a response from the TLS. A servicer should check the communications between the TLS and the POS.
E2012ERR CLSING MO PRD

The period could not be closed on the money order device.

Note: Refer to the Money Order Feature Reference for more information on this feature. The Feature Reference is available on the Premier Portal.

E2014DUE SALES PENDINGAn Automatic End of Day (AEOD) has started while there are due sales on the register or when sales are in progress. If AEOD is configured with "Wait for no due sales", then after the due sales are completed and the registers are idle, the AEOD will start.
E2015FUEL PUMPS NOT IDLEAn Automatic End of Day (AEOD) has started while fuel pumps in use. If AEOD configured with "Fuel idle wait time (minutes)” not equal to zero, then after the fuel pumps idle for the time period mentioned, the AEOD will start.
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