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Toshiba Electric Keyboard Report Types, Report System Overview, Default Symphony Pro Reports

Models: Electric Keyboard

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Symphony Pro User Manual 2.0.2.15

5 Report System

Report System Overview

Viewing reports for all store activity is perhaps the ultimate reason for having a retail control system. Without reports, it is impossible to make important management decisions based on accumulated data. With Symphony Pro reports, quick, simple, up to date information is only several clicks away. Report formats must also fit the store's needs, containing only the information required. Symphony Pro provides flexible reporting, including content and format.

Information security is a must as well. Not all users should be able to access financial reports for example, but might still need to view item quantities, or department lists. Symphony Pro reports are security configurable, actually hiding reports, not just barring access. If they do not have the required security level to access a report, users do not even see that the report exists.

Because Symphony Pro compiles front end transactions by date as they occur, the back-end system is constantly updated with sales data from Symphony POS terminals. This means that "on-the-fly" reporting is always available, allowing the manager to make decisions based on current information.

5.1Report Types

Default Symphony Pro Reports

Symphony Pro ships with a default selection of reports. Generally, the default reports meet the needs of the average retail operation. If you have special reporting needs that are not covered by the default reports, consult your Authorized TEC Dealer to find out about customized reports.

List of Default Reports

© 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.0a

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Toshiba Electric Keyboard Report Types, Report System Overview, Default Symphony Pro Reports, List of Default Reports

Contents

Toshiba TEC America Page Table of Contents 106 114Part File Maintenance Utility Part V Report SystemPart VI Entry Module Part VII View LogPart 181Limited Warranty Limited WarrantySymphony POS Software Phone no 449-3040 FAX 770About Symphony Pro application OverviewData Storage SecurityNavigating the Symphony Pro Application Using the mouse Using the keyboardNavigation Printing Help as a ManualUnderstanding Communications To print the entire paper manualPolling Process Data Maintenance Daily Maintenance ProcessMonthly Maintenance Process Controlling Database SizeBackups Are Important Symphony Pro Data BackupPhysical Backup Protecting Your DataSymphony Pro Main Menus File MenuSymphony Pro Main Menus Main MenuLogin Symphony Pro File Menu OptionsLogging into the System Setting the Language LogoutLanguage Logging off the systemView Internal Process Whats Happening behind the scenesView internal process Viewer DisplayThis example shows the Internal Process viewer Status bar and control buttonsStatus Bar ButtonsFiles Menu View menuView Polling Status View Polling ProcessThis example shows the Polling Process viewer Menu OptionsExecute Command File Forcing CommandsViewer Display windows Deploy Individual File Other TasksSending Information From One Database Table Configuration Panel Basic Symphony Pro Set Up InformationThis example shows the Deploy one file table selection tool Company Company Tab Settings System System Tab Settings TO=STORE103This example shows the Configuration panels System tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Misc Misc Tab Settings This example shows the Configuration panels Misc tabHost Host Tab Settings Host data communications This example shows the Configuration panels Host tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Cleanup Cleanup Tab Settings This example shows the Configuration panels Cleanup tabNumber of days to keep individual terminal Load Files Load Files Tab Settings Number of days to keep successful logNumber of days to keep all log Number of days to keep processed filesThis example shows the Configuration panels Load Files tab Because it will be overwrittenSecurity Security Tab Settings Security System Overview Establishing access levelsThis example shows the Configuration panels Security tab To assign security levelsThey can modify, add or delete it Send urgent message to Symphony Pro Date ConversionCalendar and Date Conversion Utility Julian DateUsing the Messages Utility MessagesUnix Date Messages UtilityShow Tips ExitShow Tips Symphony Pro File menu Option Exit the Symphony Pro ApplicationModules Menu Modules Menu OptionsSpecial Menu Options What is it for? SpecialHelp Symphony Pro Desktop Icon shortcutsMaintenance Application Symphony Pro Maintenance Application OverviewVersion numbers Maintenance Main Menus This example shows the Maintenance applications DesktopMaintenance Menus and Icons Overview Maintenance Application Common Data Edit ToolbarsCommon Data Table Toolbar Top Bar ToolsViewing Data Table Contents Displaying Data ListsMaintenance Application SQL Command File Menu OverviewItem Maintenance Utilities Item OptionsItem Table File Menu Options Terminal table help pages in this manual Maintenance Application Other File Options Other Dynamic File Menu OptionsEdit Menu Edit Menu OverviewEdit Menu Item Options Other Edit Options Other Dynamic Edit Menu OptionsPLU Menu PLU Menu Option sItem Tables Item Table Tabs and FieldsQuick Tab Item PLU Maintenance Quick T ab This example shows the Item table editorThis example shows the Item tables Quick tab Editing the Quick Tab Editing the Quick TabMoving existing fields within the quick Adding fields to the quick Object TabItem PLU Maintenance Object Tab This example shows the Item tables Object tabPOS Tab Item PLU Maintenance POS Tab This example shows the Item tables POS tab Maintenance Application Price Tab Item PLU Maintenance Price Tab This example shows the Item tables Price tab Active and Next prices Suggested Retail and Sale price ProgrammingMaintenance Application Margin vs. Markup Comparison Chart If you have selected to use MarkupMaintenance Application Margin Markup Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Rental Items Toshiba TEC America America Retail SYSTEMS, INC. R1.0a This example shows the Item tables Cost tab Regular Cost Section Cost Break SectionMaintenance Application This example shows the Item tables Inventory tab Sales Tab Item PLU Maintenance Sales Tab This example shows the PLU weekly Sales tab Image File Naming ConventionMaintenance Application Image Type and Size Restrictions Required POS SetupECL tab Creating Electronic Coupon links Meal deal or Combo pricing ECL qualifying record Type Number. not implemented as of June Cumulative PurchasesMethod Qualifier Kit tab Creating kitsMaintenance Application Building the kits Setting a Filter Working With ItemsWorking with Items Overview Filtering with an Alphanumeric FieldThis example shows the Filter setting tool Filtering with a Currency FieldFiltering with a Logical Field Combining Filters and Global Modifications Adding New Items by Copying This example shows the item creation optionsOptions Removing Items Deploying Modified Items Sending Changes to TargetsRental Items Controlling Rental Items Symphony POS Setup module showing the Rent Tab Rent TabItem Label Setup Linking Items with Labels Sub-department Table Sub-department OverviewSub-department ProgrammingSub-Department Table Settings This example shows a Sub-department table recordMaintenance Application Department Programming Department Table Settings Department TableDepartment Table O verview This example shows a Department table recordMaintenance Application Other Item Related Tables Table Programming OverviewBottle Link Table Bottle Link Programming This example shows a Bottle Link table record Environmental feeTare Table Tare Table Programming This example shows a Tare table recordCategory Table Category Table Programming This example shows a Category table recordThis example shows a Price Level table record Mix & Match Table Mix & Match Table ProgrammingThis example shows a Mix & Match table record Reference field, it does not print on the register receipt Vendor Table Vendor Table ProgrammingThis example shows a vendor table record Scale Table Scalable Item Table ProgrammingThis example shows a Scale table record Scale Table FieldsPrice Modifier Net Weight Creating and Using BatchesBatches 100Maintenance Application 101 Adding new BatchesAdding records items to the batches Setting the Price 102Changing the Field Order Posting BatchesStatistics This example shows the Statistics Data testing panel 104Maintenance Application 105 Account Related Maintenance CustomerMaintenance Application 107 This example shows a Customer table record108 ContactMaintenance Application 109 Associating a Photo with a CustomerClient Level Table Risk Level Table110 Customer Level Table ProgrammingMaintenance Application 111 This example shows a Customer Risk Level table recordAccount view Discount112 Maintenance Application 113 Custom messagesRegister Menu Register Menu OptionsMaintenance Application 115 Operator TableOperator Table Programming This example shows an Operator table recordFunctions Table 116Information Fields Function Table ProgrammingMaintenance Application 117 This example shows a Function table recordAlpha Parameters 118 Totalizer Link ListMaintenance Application 119 120 Maintenance Application 121 Totalizer TableTotalizer Table Programming 122 This example shows a Totalizer table recordMaintenance Application 123 Terminal TableTerminal Table Programming 124 Terminals and Groups Adding terminals automaticallyAdding terminals manually Maintenance Application 125 126 Maintenance Application 127 Gift CertificatesSample terminal list Terminal groups at HeadquartersNavigation Menu This example shows a Gift Certificate table recordMemorizing the Item Tables Tab Order Maintenance Application 129 Controlling the Maintenance DesktopTransfer Menu Windows MenuDefault Symphony Pro Reports List of Default ReportsReport System Report TypesReport System 131 Report Selection Controlling ReportsRight Click Menu Report Selection UtilityReport System 133 This example shows the Report Selection UtilitySelecting a Report Bottom bar ButtonsUsing Reports Opening ReportsReports Without Dates This example shows the Report Target Selection utilityReport System 135 Report PeriodsReport Viewer Viewing ReportsReport Viewer Options Default report printer Setting a default printer for reportsSetting a different printer for specific reports Report printingPrinting Labels Generating Item or Shelf LabelsSelection prompt window Report System 139 This example shows the Label selection boxFirst Label Selection 140 Other Label Printing OptionsDefining the label printer Report Properties Report Properties Panel142 Report Properties Panel OptionsReport System 143 Report SectionsReport SQL Editor Modifying Symphony Pro Report SQL CodeReport SQL Editor Window Entry Module Report System 145Tool Bar Tools Entry Module Overview146 This example shows the Entry applications DesktopPurchase Orders Entry Module 147 View Menu OptionsCreating Purchase Orders This example shows the Purchase Order selection tool148 Entry Module 149 Automatic Generation of a P/OReceiving Stock Stock Receiving Without a Purchase OrderEntry Module 151 This example shows a Manual Receiving screenReceiving Stock using a Portable Device 152Receiving Stock from a Purchase Order Printing your stock transactionCounting and Adjusting Stock Inventory AdjustmentsEntry Module 153 Counting InventoryTransfer Other Entry OptionsPickups and Loans Entry Module 155Working with Cashier Pickups, Loans and Declarations 156 View Log Entry Module 157View Log Utility This example shows the System Log viewerLogs and Messages Viewing Logs and MessagesUrgent Messages Unprocessed FilesView Log 159 Viewing Urgent MessagesUsing the Electronic Journal L-Tracker Electronic Journal L-TrackerElectronic Journal Utility This example shows the Electronic Journal Basic versionElectronic Journal L-Tracker 161 162 Events / Tasks Electronic Journal L-Tracker 163Events / Tasks Utility Navigating Command Directories 164This example shows the Events / Task utility Programming Events Events / Tasks 165Modifying / Adding / Automating Tasks Task Editor This example shows the Task Editor programming166 Repeating CycleUsing Command directories Events / Tasks 167Adding / Removing Tasks Changing the Events / Tasks List OrderMonitoring Utility 168Watching the Front End This example shows the stand alone Monitoring utilityForm Manager Monitoring Utility 169Monitoring Statistics This example shows a sample of Monitor StatisticsTemplate Editor Symphony Pro Report Template FilesSymphony POS Form Template Files Shelf and Item LabelsForm Manager 171 Template ObjectsTools Object Right Click MenuTop Bar Tools and Options Form Manager 173 This example shows the Form Managers label page setup MenusForm Manager Main Menus File Menu This example shows the Form Managers page setup ConfigurationForm Manager 175 Records176 This example shows the Form Managers Object InspectorFile Maintenance Utility File Maintenance Utility 177Symphony Pro File and Database Maintenance Utility 178 About Data Table Backups Creating An Automated BackupFile Maintenance Utility 179 When and How to Use the Data Table BackupsTo restore a file from a backup View File Properties and Contents180 Re-indexing TablesRe-Indexing Operation File Maintenance Utility 181 Why and How to use the Pack CommandGlossary Glossary of Terms182 Glossary 183 Back Cover