Introduction
The Period Summary Report is ideally a snapshot of either the entire Venue/s or individual Stores but can be run for a specific Store, Store Group, or for All Stores.
It is a one-report overview of commonly sought-after System data.
This Report shows information from Stock Summary, Account Summary, Sales Summary, Pricing Summary, Banking Summary, Type Group Summary.
Prerequisites
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To access Summary features, the applicable Operator Privileges will need to be enabled
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Operator Maintenance 'Reporting' Tab
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Sales Reports: "Allow Cash Reports" Flag
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Accessing the Report
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Complete the following steps to access the Period Summary:
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Log in to BackOffice
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From the side menu, Select "Sales Reports" to expand the list of Available Reports
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Select Period Summary which will open a new Period Summary Window
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Example Period Summary Report
Reporting Options
• Operator Maintenance → Reporting tab
• Flag: “Allow Cash Reports”
Period Summary View Options
Standard View
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Period Summary Report will display the Standard view by default unless an Operator edits this View or adds another View
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The Standard View consists of Stock Summary, Sales Summary, Banking Summary, Accounts Summary, Discount Totals and Product TypeGroup Sales
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Custom Views
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The Period Summary report can be edited using the View button to suit Operator or Organizational preferences
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The button allows the user to create a bespoke report that fits their needs and only includes the relevant required data
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To change the view type, click the View button which will open up the view maintenance page
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This page allows the operator to Add, Edit and Delete View as required
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To Add a View, click on the Add View button which will open a window where the operator can Add the list of Items that will be displayed in the period summary