Reports Manager
Reports are based on a period such as a shift, a day, a month, or a year in which sales are made.
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:
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.
Touch [Cashier Worksheet]
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.
Touch [Close Cashier Report]
Key the cashier number
Touch [OK] or press [ENTER]
Touch [OK] to confirm the sequence
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.
Touch [Print Cashier Report]
Key the cashier number
Touch [OK]
In the Cashier Period list, touch the report to print
In the Print Cashier Report overlay, key the amounts of each method of payment (MOP) counted in a cashier drawer
Payroll Reports
Touch [Payroll Reports]
In the Select Payroll Function list, touch [CLOSE] or press [ENTER]
Key and touch [OK] or press [ENTER] to close all employees
Touch [OK] or press [ENTER] to acknowledge
Other Reports
Close Period Reports and Print Period Reports:
Touch the reports function or key <entry#> and press [ENTER]
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
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.
Even if a report is turned off for printing, it will still be generated and so, could be printed at a later time.
Use Reporting to configure reports.
Report Configuration
Report Configuration
Use to configure reports for the selected period.
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.
Description
The name of the period selected in Period Configuration.
Delay Between Close
Enter the minimum time that must lapse between period closes (0 - 366).
Unit of Measure
Select to define the unit of time between period closes (Hours or Days).
Roll Up DB Reports
Allows 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 Data
Select ‘Yes’ to store transaction log data for periods 1 and/or 2.
Report Parameters -Reclose Security
Select the security level required to close a period without waiting the preset time since the previous period close (1 - 9).
Force Close Pending Security
Select 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 Shifts
Select 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 Print
Select to require the cashier to print a cashier report in addition to closing.
Allow Close with No Activity
Select to allow a period close with no transactions.
Allow Suspended Sales
Select to allow a period close when suspended sales are present.
Configure Group List
Make 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.
Delete
To 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.
Refer to the AEOD Feature Reference .
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.
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.
Manager Workstation Enabled
Select 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.
Cashier Tracking reports are printed only as part of a Cashier Report.
PLU Tracking
Click Edit
In Retrieve PLUs form, enter conditions and click Done or Retrieve Page
Select PLUs and click Done
Department Tracking
Click Edit
Select departments in Added Departments form
Click Done
Category Tracking
Click Edit
Select categories in Added Categories form
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
Refer to the Mobile Food Order Feature Reference.
Reporting
See Reports topic for examples of all reports and the report details.
Troubleshooting
Transforming the troubleshooting FAQ/messages into expandable items for GitBook.
E1206
PAYROLL RECORD FULL
The POS stored as many clock in/outs as it can hold. Run the Payroll Report function.
E2001
ABORT PRINTING NOT ALLOWED
Attempted to stop printing the Close Yearly report. Printing this report cannot be aborted.
E2002
NO CASHIER REPORT AVAILABLE
The Print Cashier Report function has been selected and there is no data to print. Choose another report or function.
E2004
INVALID 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.
E2005
CASHIER NOT OPEN
Attempted 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.
E2007
INVALID CASHIER REPORT AMOUNT
Entered 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.
E2008
NO REPORTS AVAILABLE
The 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.
E2009
ACCESS DENIED
Attempted 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.
E2010
UNABLE TO OPEN TANK MONITOR PORT
Selected 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.
E2011
NO RESPONSE FROM TANK MONITOR
Selected 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.
E2012
ERR 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.
E2014
DUE SALES PENDING
An 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.
E2015
FUEL PUMPS NOT IDLE
An 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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