To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- Report view modes. Select one of the following four view modes and then click Refresh:
- Processed Items: Select this view mode to display all items in the report.
- Adjusted Only: Select this view mode to display report results only by items quantity of which where are adjusted because of ticket processing.
- Investigation View
- Price Change Investigation View: For system users only
- Date: Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
- Yesterday
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- Last 12 months
- advanced: Click the advanced button, select one several filtering options you want, and then click Refresh. There are the following advanced filtering options available:
- Subtotal By: Select one or several filtering options to break down the report results by the specified criteria.
- Stations Included: Select the stations you want to view the report for.
- Filter by Station Tags: Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Filter by Item Tags: Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Fields to Show: Select the fields to be displayed in the report. You can select the following groups of fields:
- Sales
- Shrink
- Sort by: Select the order of the report columns you want. Select the Ascending or Descending option for the corresponding type of filtering.
Shrink Fields
Press CTRL, to select several items at a time.
Select the Show Only option to view only the information for the selected items, and Show All Except to view the information for all the items except the selected ones.
