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
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.
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.
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
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
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.