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office:reporting:daily_report_recall [2009/03/22 06:29] markphsd created |
office:reporting:daily_report_recall [2018/12/23 12:11] (current) |
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| + | ====== Daily Reporting / Recall ====== | ||
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| + | The end of day report, often called Z Report (resets the day), or X Report (running daily report of sales). Are pulled from the daily reporting screen or from the 'Reporting and Analysis' section of the CCS Office.\\ | ||
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| + | ===== Sections ===== | ||
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| + | [[guides:general:close_day|Daily Reporting]]\\ | ||
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| + | [[office:reporting:daily_report_recall#Reporting and Analysis - Recall Reports|Reporting and Analysis - Recall Reports]]\\ | ||
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| + | ====== Reporting and Analysis - Recall Reports ====== | ||
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| Often daily reports need to be recalled. These are the end of day reports that are run by cashiers and servers. The daily totals can be retrieved by selecting a day from the Z History. Note, these are not actually days per se, they are the period of time between opening and closing the day. This is why the reports can exceed 1 AM in the morning. | Often daily reports need to be recalled. These are the end of day reports that are run by cashiers and servers. The daily totals can be retrieved by selecting a day from the Z History. Note, these are not actually days per se, they are the period of time between opening and closing the day. This is why the reports can exceed 1 AM in the morning. | ||
| - | Printing End of Day Report: | + | {{:office:reporting:dailyreportingrecall.png|}} |
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| + | == Printing End of Day Report: == | ||
| The reports will print to the specified printer from the Main Toolbar. To print, or preview one, press the preview report, or print report option. | The reports will print to the specified printer from the Main Toolbar. To print, or preview one, press the preview report, or print report option. | ||
| - | Printing Sales List: | + | == Printing Sales List: == |
| - | Press the Print Sales List. | + | |
| + | Press Print Report. You will be prompted with a printer choice. This requires a 8 1/2 X 11 Printer. | ||
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| + | == Exporting Sales List: == | ||
| - | Exporting Sales List: | + | There may be a desire or need to export daily sales to excel or spread sheet. This will export the current list to CSV on the desktop. |
| - | There may be a desire or need to export daily sales to an excel file. The Export Sales List will export the Z History to Excel. | + | |
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