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Oracle® Retail Xstore Point of Service Mobile User Guide
Release 20.0
F35714-03
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57 Reporting

Oracle Retail Xstore Mobile POS Mobile provides a wide variety of reports to help you monitor and analyze your store's operations and sales. All Xstore POS desktop reports are now available on Mobile Tablet and Thin Client. They are accessed via the Reporting option on the Xstore Mobile POS Context Menu. This option is only available when outside of a sale. The information in this guide will help you understand what reports are available and how to access the reports you need.


Note:

All Oracle Retail Xstore Mobile POS desktop reports are available on Mobile Tablet and Workstation 610 but not on the Mobile Handheld. See Oracle Retail Xstore Point of Service Reports Guide for more information on report options and details of individual reports.

This chapter contains the following sections:

Report Menu Configuration and Security

The reports available on the Reporting menu are based on your business needs. The order in which the reports are displayed may also be customized. Because each Oracle Retail Xstore Mobile POS Mobile menu is configurable, the menu options and locations shown on your system may be different than the options shown throughout this guide.

Controlling access to company information on reports is a significant issue and Oracle Retail Xstore Mobile POS Mobile addresses that requirement through system security privileges. Access to reports can be controlled at an individual employee level or at a group level.

Figure 57-1 Reporting Menu

Reporting Menu

Note:

An icon showing a single piece of paper represents a report. Selecting a single report opens it. Report Icon

An icon showing a group of papers means there is a collection of reports under that menu option.

Report Group

Table 57-1 Mobile Tablet and Thin Client Reports

Report Category Sub-Menu Options

Dashboard



Customer Reports

Customer Account Activity Summary Report



Customer List Report



Layaway Reports



Special Orders Report


Electronic Journal



Employee Reports

Employee Productivity Report



Employee Schedule Reports

Employee Performance



Employee Schedule Detail Report



Employee Time Off Summary Report


Employee Tasks



Time and Attendance Reports

Open Timecard Report



Payroll Detail by Employee



Payroll Summary



Posted Timecard

Inventory Reports

Inventory Movement



Inventory Movement History Report



Inventory Movement Pending Report



Inventory Stock Cost



Item List Report



Receiving Exception Report



Receiving Report



Replenishment Open Product Requests Report



Replenishment Product Request Report



Restock report



Shipping Exception Report



Shipping Manifest Report


Operation Reports

Price Change Report



Saved Reports



Store Locations Report



Till Reports

Cash Drawer Audit Report



Cash Drawer Report



Paid In/ Paid Out

Sales Reports

Airport Sales Tax Report



Flash Sales



Journal report



Retail Reports

Best Sellers



Cancelled Transaction Report



Credit Card Report



Daily Sales & Cash Report



Daily Sales Report



Gift Certificate Report



Line Void report



Merchandise Sales Analysis Report



No Sale Report



Post Void Transaction Report



Price Override Report



Restock Report



Returned Merchandise Report



Sales by department Report



Sales by Hour Analysis Report



Sales by Hour Report



Sales Goals Report



Suspended Transaction Report



Tax Exemption Report


How to Access Reports on Xstore Mobile POS

Xstore POS reports are accessed via the Reporting option on the Xstore Mobile POS. This option is only available when outside of a sale.

To access Xstore reports on your tablet, follow the steps below.

  1. At the Main Menu, select Reporting.

    Figure 57-2 Reporting Menu

    Reporting Menu
  2. Depending on your system's configuration Report Categories are displayed.

  3. Select a Report Category. Xstore Mobile POS displays a list of available reports.

    Figure 57-3 Employee Report Menu

    Employee Report Menu
  4. Select a report from the list. The system displays the Report Search screen where applicable. Enter the search criteria.

    Figure 57-4 Report Parameters

    Report Parameters
  5. Select Run Report. The report is displayed in the PDF viewer of your device, for example Apple devices use iBooks or PDF Reader depending on their default viewer.

    Figure 57-5 Time Off Summary Report

    Time Off Summary Report

    Close the report when done by selecting Xstore displayed in the very top left corner of the screen. Alternatively, select Save or Print.

Saving a Report

After running a report, it can be saved so that the data can be reviewed later. The system automatically stores your saved report in a location based on the system's configuration and your login ID.


Note:

Only you can view the reports you have saved. No one else has access to your saved reports.

  1. Select the Save option on the criteria selection form to rerun or view a report later.

    This option is also available when viewing a report using the Save menu option.

    Figure 57-6 Criteria Selection Form

    Criteria Selection Form
  2. The system displays the Save Form for the report.

    Figure 57-7 Save Form Window

    Save Form Window
  3. Edit or accept the report name in the Save Report As field.

  4. Select one of the two options in the Report Save Options field:

    • Save Report With Current Data: The next time you view this report, it will be exactly the same as it was when originally generated.

    • Save Report Parameters: The next time you view this report, it will be based on the same selection criteria (parameters). If you use a relative date parameter, the actual data retrieved is updated using current information.

  5. Select OK to save the report.

  6. The Report Criteria Saved or Running in Background prompt displays, select OK.

    Figure 57-8 Saved Report Confirmation Report - Report Running

    Report Running in Background Prompt

View Saved Reports

  1. Select Reporting in the Context Menu, login with your Employee credentials, and then choose the Saved Reports option, and select OK.

    Figure 57-9 Reports Window

    Reports Window
  2. Select the report you want to see. If necessary, scroll to see additional saved reports.

    Figure 57-10 List of Your Saved Reports

    List of Saved Reports
    • To view a saved report, select the View option to display the report on the screen.

    • To delete a saved report, select the Delete option on the list of saved reports and select Yes to confirm that you want to delete the selected report.

  3. After you are finished viewing or deleting the report, select the Back option to return to the saved reports list.

Report Printing

Multiple Printers

Printing to A4/report printers is done for luxury receipts, BIP reports, and tax free invoice printing. Stores that have multiple A4/report printers can select a printer from a list of available printers or scan a QR Code and the report or invoice prints to that selected printer. If only one printer is available, the report prints directly to that printer and no selection is required.

Figure 57-11 Multiple Printer List

Multiple Printer List

QR Code

In addition to selecting a printer from a list, you can scan a QR code placed on the front of the printer to select that particular printer.

  1. Select Print to print a report.

  2. From the list of printers displayed, select the barcode icon to open the device camera.

  3. Scan the QR code on the front of the printer.

When a QR code is valid and the A4/report printer is configured, Xstore will send the data to the scanned printer. The printer list closes automatically.


Note:

Retailers are responsible for creating QR codes for printers and placing them on the appropriate printers. They are also responsible for configuring available printers.

Report Printing Options

An option to print a page range may be available for some reports. The reports that support this feature are determined by the Home Office. If a report supports printing a specified page range, you will be prompted to enter the page(s).

  1. After generating a report, and with the report displayed, select the Print option.

    Figure 57-12 Print Report

    Print Report
  2. If prompted, type the page, pages, or page range to be printed. For example, at the prompt, type 1-3,6,7-9,12 to print only those pages and press Enter to print the report.