Time Period

1. Today – The report will run based on Today’s store business date.
2. Yesterday – The report will run based on yesterday’s store business date.
3. Last N Days – Enter the number of Days [type the number or use ▲/▼ to increase/decrease the value]. Data will be produced based on the entered days.
4. This Week – Just the current week is displayed (if the report is run on Tuesday, then from Sunday to Tuesday will be displayed).
5. Last Week – The last week is displayed (from Sunday – Saturday or Monday – Sunday).
6. Last 7 Days – Data will be produced based on from Today’s Date to last 7 Days.
7. This Month – Just the current month will be displayed.
8. Last Month – Just the previous month will be displayed.
9. Last 30 Days – Data will be produced based on from Today’s Date to last 30 Days.
10. Specific Date [Select the specific Date (Calendar View)] – Data will be produced based on the selected Date.
11. Date Range [Select the From and To Dates (Calendar View)] – Data will be produced based on the selected Dates. The From Date must be prior to the To Date.

Active/Inactive

   

To Deactivate an Active Item

1. Under the Actions column: click the corresponding Delete (trash can) button.
   
   
   
2. The Delete pop-up appears with the message 'Are you sure you want to delete this item?'.

   
1. If Delete, you are returned to the main screen and the 'Inactivated Successfully' pop-up appears.
   
2. If Cancel or Close, the pop-up will be closed and the item will remain Active.
   

To Activate an Inactive Item

1. Click the corresponding Activate (circled check mark)  icon.
   
   
   
2. The Activate pop-up appears with the message 'Are you sure you want to Activate this item?'.
   
1. If Yes Activate, you are returned to the main screen and the 'Activated Successfully' pop-up appears
   
2. If Cancel or Close, the pop-up will be closed and the item will remain Inactive.
   

Search

Columns

Pagination

The pagination (rows per page) can be handled on any page with a multitude of results. You can set the Rows per page to be 10, 20, 50, or 100 based on the number of overall results. The number of pages will be based on the Rows per page selection. For the below example: 104 results broken up by 10 rows per page equals 11 pages of results.

Availability

Reporting

1. A color of a displayed graph is based on the theme selection for the Store.
   
   
2. A view can be customized by selecting from the Level dropdown (such as Bar or Donut)
        
   
   
3. Some charts have the ability to zoom in/out , select an area to zoom , pan (scroll across) , and then reset to the normal view of the chart .
   
   
   
4. You can place your mouse cursor over an item to view information about that entry.
   
   
   
5. Dropdowns may have a Search option. Type a name contained within the dropdown options to identify them more quickly (at least 1 character, with letters and numbers only). If no results are found, the message ‘No results match’ appears.
   
1. Example: if the dropdown is Department and you wanted to select an apparel option, then begin typing apparel)
   
   
   
6. Individual items may have an option to email a copy. The Email Address field may be populated with the default but any email address can be entered. When Send is pressed, a copy of the item will be sent to the Email Address in the field.