Go to Configuration --> Report Settings
This feature allows the user to setup the report settings (including Over stocked/ Under Stocked Reporting and Reporting Dates).
Over Stocked/Under Stocked Settings
Go to Configuration --> Report Settings --> Over Stocked/Under Stocked Settings
Over Stock/ Under Stock % Value : Select the (%) value from the dropdown.
Secondary Classification : Select the secondary classification (Department, Category, Subcategory) from the dropdown
Go to Configuration --> Report Settings --> Reporting Date
User has the ability to create custom date ranges for all reports. This allows for easy access to the date ranges they use most often. As a default there are 6 pre-defined date ranges (Current Day, Current Month, Current year, Previous Day, Previous Month, Previous Year) the user can create a custom date range to replace these ones.
Configure reporting Date
Go to Configuration --> Report Settings --> Reporting Date --> Configure Reporting Date
Steps to create a new date range
Custom Report Name : Create a name for the date range
Number in Reporting Period : Indicate # of Days, Months, or years in the date range
Select if this will be using Hours, Days, Months, or Years as the unit of measure
Sample: If user selects "3" and Months and today's date is December 15th, when you run a report using this date range the data will be for Sept 15 - Dec 15
Configure Reporting Date Button
Go to Configuration --> Report Settings --> Reporting Date --> Configure Reporting Date Button
Steps to create the Date Button Selection
From the list of custom report ranges created (in the Configured Dates column) select the 6 date ranges that you want to appear on all reports. Press Save.
Sample Report Settings with Customized Date Ranges:
Go to Configuration --> Report Settings --> Reporting Date --> Modify Reporting Date
Select the reporting date you want to modify from the list available. Make necessary changes and save.
Articles in this section
- Customer Level Price Book
- Central Administration System
- Company Details
- Company Information
- Payroll Settings
- Merchant Email Configuration
- Invoice Setup