Reporting

60 Reporting

Oracle Retail Xstore POS provides a wide variety of reports to help you monitor and analyze your store's operations and sales. All Xstore POS reports are available on Desktop, Thin Client, and Tablet devices. They are accessed via the Reporting option. 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:

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 POS 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 POS addresses that requirement through system security privileges. Access to reports can be controlled at an individual employee level or at a group level.

Figure 60-1 Reporting Menu

Note:

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

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

Table 60-1 Xstore POS 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 POS

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

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

At the Main Menu, select Reporting.

Figure 60-2 Reporting Menu
Depending on your system's configuration Report Categories are displayed.
Select a Report Category. Xstore POS displays a list of available reports.

Figure 60-3 Employee Report Menu
Select a report from the list. The system displays the Report Search screen where applicable. Enter the search criteria.

Figure 60-4 Report Parameters
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.

When using an Android device, select Download. Open the PDF report from the Downloads folder to view it.

Figure 60-5 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.

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 60-6 Criteria Selection Form
The system displays the Save Form for the report.

Figure 60-7 Save Form Window
Edit or accept the report name in the Save Report As field.
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.
Select OK to save the report.
The Report Criteria Saved or Running in Background prompt displays, select OK.

Figure 60-8 Saved Report Confirmation Report - Report Running

View Saved Reports

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

Figure 60-9 Reports Window
Select the report you want to see. If necessary, scroll to see additional saved reports.

Figure 60-10 List of Your 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.
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 60-11 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 printer.

Select Print to print a report.
From the list of printers displayed, select the barcode icon to open the device camera.
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).

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

Figure 60-12 Print Report
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.