FAQs: Reports

Problem: When the Expand All button is clicked, the Item Shortage report's data is expanded too long time.

Troubleshooting: You can quickly export a large amount of report's data with expanded subtotals using the Export Raw Data button. For more information, see Exporting the Report Data to XLS File with Expanded Subtotals.

Problem: The Daily Sales Summary report does not display the sales data for a certain day.

Troubleshooting: To display all sales for a certain day in the Daily Sales Summary report, make sure all pending shifts are accepted for this day. If there are pending shifts which are not accepted, the sales data from such shifts is not displayed in the report.

For more information, see Daily Sales Summary report and Reviewing and Accepting Shifts.

Problem: The Total Net amount in the Cash Register Journal report is inaccurate as it does not match the store sales data in the Store Sales History report.

Troubleshooting: The data in the Store Sales History and Cash Register Journal reports does not match due to the following reasons:

• The Store Sales History report displays only store sales data.
• The Cash Register Journal report displays all types of sales, including store, fuel and other sales.

If you need to verify the data from the Store Sales History report, you can compare it with the data in the PLU Sales Report section > Department Sales subsection of the shift report.

For more information, see Store Sales History report and PLU Sales Report.

In case the CR Parser routine is displayed in the Process column of the Items Log report, it indicates that the item has been added to the system during shifts parsing and might not have all mandatory price book settings configured.

If you have any issues with such item, go to the Item Setup form and make sure all mandatory settings are configured. If not, complete its configuration.

For more information, see Setting Up Items.

The Fuel Price Change History report is supported only by the Verifone Ruby and Wayne cash registers. For other CR types the report does not display any data as these cash registers are not supported.

For more information about how to work with this report, see Fuel Price Change History.

If the red up arrows are displayed to the right of the Unit Cost value in the Pending Invoices report, it means that the item cost from this invoice differs from the item's negotiated cost.

For more information, see Invoice Items Data Section.

For more information on different item costs, including negotiated cost, see Setting Up Item Cost.

Transactions are missing in case there are no data types assigned to the categories for the items participated in these transactions. To restore missed transactions:

1. Check if the categories of the items from missed transactions have relevant data types assigned.
   For more information about relations between categories and data types, see Adding a New Data Type.
2. In case the categories have no relevant data types, restore transactions for the Store Sales data type using the Data Converter tool.
   For more information about restoring transactions data, see Working with Data Converter Tool.
3. If the Store Sales data type is missing in the Data Converter Tool, contact the Petrosoft Support team to restore your data.

To make sure the transactions data is accurate in the reports, make sure each category has relevant data type and do not delete the Store Sales data type from the Data Type list.

To regenerate the Fuel Purchases Detailed report for fuel types instead of fuel products:

1. Remove all transactions related to fuel products.
1. From the main CStoreOffice® menu, go to Transactions > Tools > Data Converter Tool.
2. In the Data Converter Tool:
1. Select all data types related to the fuel products.
2. In the Class list, select the class for which you will delete transactions.
3. Click Delete Data.

   

2. Remove all data types related to fuel products.
1. From the main CStoreOffice® page, go to Settings > Company > Transaction Assignment.
2. Select each fuel product configured as the Fuel Purchases type and to the right of the fuel product row, click delete.
3. At the bottom of the transactions list, click Save.

   

3. Add "Purchases" data type for each fuel type.
1. From the main CStoreOffice® page, go to Settings > Company > Transaction Assignment.
2. For each fuel type you are going to add, at the end of the transactions list:
1. In the Data Type list, click the empty value and select the purchases type.
2. In the Debit Account list, click the empty value and select the debit account.
3. In the Credit Account list, click the empty value and select the credit account.
4. To the right of the fuel type row, click enter.
3. At the bottom of the transactions list, click Save.

   

4. Regenerate transactions for added "Purchases" fuel types.
1. From the main CStoreOffice® menu, go to Transactions > Tools > Data Converter Tool.
2. In the Data Converter Tool:
1. Select all added "Purchases" data types.
2. In the Class list, select the class for which you will delete transactions.
3. Click Update Data.

   

4. Result: All new invoices will contain transactions with fuel types instead of fuel products.

For more information on how to work with the Fuel Purchases Detailed report, see Fuel Purchases Detailed.

To stop getting pay points data in the cash register reports and reconcile cash by shifts:

1. Clear the Pay points for cash reconciliation option in the cash register settings for the location in CStoreOffice®.

   

2. Wait for a new shift and check its data.

For more information on how to manage the cash register settings for the location in CStoreOffice®, see Cash Register Settings.

To view the itemized sales for the Tobacco and Cigarettes items, make sure the Manufacturer coupon option is not selected for the corresponding CR departments in CStoreOffice®.

For more information on how to configure CR departments in CStoreOffice®, see CR Departments.

In case the MOP identifier is displayed in the MOP Sales Consolidated report instead of MOP type, make sure the MOP is mapped properly in CStoreOffice®.

For more information on how to map MOPs in CStoreOffice®, see Adding a Custom MOP and Mapping MOPs Automatically.

The Price List report displays the items with the vendor's or category's prices, if there were store invoices created at the station within the last six months. Otherwise the report will be empty.

For more information on how to work with the Price List report and interpret its data, see Price List Report.

The Item Movement reports are permission-based. To view the report, make sure the following permissions are granted to your user:

• Allow users to set up items

  

• Item Setup: Account level

  

For details, see Granting Role Permissions to Roles and Users.

Make sure that all the departments in CStoreOffice® have relevant matched categories assigned. Otherwise, the data from such departments is not included into the MAS90 data export.

How to assign the matched category to a department in CStoreOffice®

To check and assign, if needed, the matched category to the department in CStoreOffice®:

1. From the CStoreOffice® main page, go to Price Book > CR Departments.
2. In the CR Departments list, click the department you need to check.
3. At the top of the CR Departments list, click Edit.

   

4. In the CR Department setup form, check the Matched Category list and then do either of the following:

• If there is a category selected in the Matched Category list, it means that the CR department has the matched category assigned. No other actions needed.
• If there is no category selected in the Matched Category list, select it and then at the top of the form, click the Save button.

  

For more information on how to work with the report, see Mas90 Export Report.

Make sure the Ingredient Method of Accounting option is selected in the category settings. Otherwise, the data from such categories is not included into the MAS90 data export.

For more information on how to set up this option, see Adding a New Category.

For more information on how to work with the report, see Mas90 Export Report.

I need to refund an item, but when I have entered its UPC, the item is not found and I see the undefined value.

If you see the undefined value, make sure that the UPC value is correct.

In case you are entering the item's EAN-8, you need to omit its check digit value.

Please check the sales data for the previous year. In case there are no sales data at all, the variation value is not displayed for the current year. For details, see Store Sales History Report.

The Movement report can help you predict what to buy and how many items to buy based on the last week's sales.

To print the Movement report:

1. From the CStoreOffice® home page, go to Reports > Price Book.
2. At the left of the form, select the location for which you want to run the report.
3. In the Movement section, click the necessary report.
   

   

   CStoreOffice® offers a number of movement reports. For example, the Best Sellers report brings up top sellers from all categories. By default, the report displays information by purchases, but you can change it to sales and specify the necessary time period for which you want to run the report. For example, you can change the dates to the previous week (Sunday through Saturday) and get information about top 100 best sellers.

   

4. To print the report, at the top of the report form, click Print Version.

To print the Movement report by vendor:

1. Perform steps 1-3 of the procedure above: How to Print The Movement Report by Top 100 Purchased/by Sales.
2. In the Custom date list, select the time period for which you want to run the report.
3. At the top of the report form, click Advanced.
4. In the Filters section, select Filter By and then select the vendor and category for which you want to print the report.
5. Click Refresh, then click Print Version.

   

To change the leak check coefficient go to Data Entry>Ust. System > Ust. Equipment> Edit "SIR Threshold" - change to needed coefficient

Make sure the divisions are set up. For more information on divisions, see Divisions.

For more information on how to work with the Consolidated Income report, see Consolidated Income report.

Federal and state laws require underground storage tank systems (USTs) to have leak detection. One of the available leak detection methods is Statistical Inventory Reconciliation, or SIR. In this method, computer software does a statistical analysis of inventory, delivery, and dispensing data to detect leaks.

Fuel sales from SIR Report does not suppose to match the Fuel Sales report.

SIR report is used for the purchases (non-mixed) fuel.

Fuel sales report shows the actual sales of the mixed fuels.

Loyalty gallons doesn't affect the Regular SIR report. Mixed fuel values (quantity, amount and adjustment) are added to the original fuel values respectively.

Yes, the maximum value you can currently enter is 9.999