📄Report Wizard - Building & Saving Reports

Overview

A Report can be built in various Maintenance, Stock Control, Marketing & Promotions, Raffles & Draws, Memberships, and Messaging components by selecting from available fields, drop-down options, and views.

Reports can also be built by customizing default reports within Stock Reports, Sales Reports, Analysis Reports, and Other Reports.

Building & Saving A New Report

By configuring and combining drop-down options such as Venues, Stores, Profiles, Periods, Views, etc. and a Filter - this allows an enormous variety of options for saving all sorts of reports

For example, if the following Report is saved, anytime the Saved Report is run, it will display Products belonging to the Product Group called "Whiskey" within the selected Store of the selected Venue which meet "No Profile"; and, it will show the information contained in the View called "Custom Fields" and the Products filtered where "Scotland" equals the text in the Custom Field called "Country of Origin"

To Save a Report, click on the Save Report button, which can be found in the header section of many BackOffice components
When saving the Report, it is recommended to save as a Global Hidden Report so as to prevent having an excess of Reports displaying in Global Saved Reports or My Saved Reports

Adding a Saved Report to Report Wizard

To add a saved report onto the Report Wizard; log in to Backoffice and follow these steps

Go to Other Reports > Saved Reports
All Saved Reports that an Operator has privileges granted to view will be displayed, whether it had been marked as Global Hidden, Global Report, or Personal Report
Select the report to be added to the Report Wizard
Click the 'Save as Report Wizard' option from the Menu bar at the top

This will open a New Saved Report Wizard window where the operators can configure how and where the report will appear in the reporting wizard along with other Reporting options when that Report is selected from Report Wizard

Prompt Options

Option 1 Prompt

Enter the prompt text message that will be presented to the Operator

Field

Select the actual screen field that the option is for

Type

Select the type of Data to be prompted to the Operator

Result

The options configured in the above images will prompt the Operator to select a Venue prior to the Report being run

Bepoz allows for each report to have up to three option prompts as well as the Ask For Period flags
If the operator has to make multiple option selections, a prompt similar to below will be displayed

Creating a New Report Wizard Entry

Report Wizard can be customized beyond the default Groups, Categories, and Reports by adding Saved Reports to the Report Wizard
This can be a very convenient way to organize and access important/favorite Reports
A Report will first need to be created and Saved in order to add it as a new entry in Report Wizard

Any feasible Report can be added to Report Wizard after it has been added to Saved Reports