Overview
The Report Wizard is designed to open the door to the power that is Bepoz.
This is a feature that is located in the header toolbar and incorporates a library of tailored Reports.
These Reports are categorized and each given a description to make accessing specific Reports easy.
Certain prompts may appear to customize each Report further.
Once a Report has been run, it is recommended to save the report as a Saved Report either for scheduling or for more convenient use in the future.
Getting Started
- To open Report Wizard, login to BackOffice and locate the Report Wizard button in the top toolbar
Report Wizard Window
- Report Wizard contains a list of pre-created reports which are all available in BackOffice via the side menu
- The function of Report Wizard is to make it a bit more user-friendly to locate a desired report and also to incorporate Saved Reports in a convenient format
Reporting Categories
- The Reporting Categories section separates all available Reports into Groups and Categories
- Default Groups are
- Essential Reports
- Sales Analysis
- Marketing And Promotions
- Investigation Reports
- Stock
- Each Group will have default Categories as well
- For example, the default Categories for Marketing And Promotions are
- Vouchers And Promotions
- Membership Reports
- Target Marketing
- Every Category's available Reports will display in the Reports Available section when the Category is selected
Reports Available
- The Reports Available section will show all of the Reports for the selected Category
- To run a Report, either double-click on it in this window, or highlight the Report and click on the Run the Report button at the bottom of the window
Description and Usage
- The Description and Usage section will display information for the selected Report from the Reports Available section
- This information can be helpful to get a better understanding of a Report prior to running it and also ensure that the correct Report to run has been selected
Tools, etc.
- The Tools menu offers a variety of options including
- Importing a New Wizard Report or Saved Report
- Exporting a Report
- Deleting and Editing Reports
- The Show All Categories and Reports (if enabled) will display all Reports that can be authorized
- This is opposed to the default which will only display Categories and Reports that the System has authorized and that the current Operator Privileges allow