How to run reports for dotPOS from the Back Office Portal

This article will show you how to run reports for the dotPOS system from the Back Office Portal

Sign in to the back office Portal

Sign in to the back office portal. (Please see How to Log in the dotPOS Back Office Portal. if you are unsure)

Click on the + sign next to reports and click on reports

Sign in to the back office Portal

Choose date range that you wish to report on

You can click in the From and To dates box and type in the dates you want to report on

or you can click on the calender and can highlight the dates you want to report on.

Choose date range that you wish to report on

Click on Report to bring up the list of available reports

Clicking on the report button will bring up a list of all available report cateogries.

If you highlight over each of the titles it will bring up a further menu of the actual reports available.

Click on Report to bring up the list of available reports

Running the report via the Query function

Once you have selected the report you wish to report on by clicking the report name. It will show as in point 1

2. Click Query and this will run the report

Running the report via the Query function

Report displayed

This will generate the report as shown below

Report displayed

Filtering the report to narrow the results down

You have the option to filter the results out for certain reports.

Click on 1. Filter and it will bring up the Report Filter box below

You can select multiple options for each of the filters Including the following

Department, Location (which is the Till location number) and Category  

Once you have selected all the options click OK and then click Query

Filtering the report to narrow the results down

Printing or saving the report

You have the option to 1. print the report or you can 2. save the report

You have various options to saving the report.  PDF, Xls and Csv for excel.

Printing or saving the report

Saving the Report

To save the report click the down arrow on save, and choose Save as and choose where on the computer you want to save the report to. Or click Save and Open

Saving the Report
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