Report Selection, Controlling Reports | Toshiba Electric Keyboard

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Symphony Pro User Manual 2.0.2.15

·Sub-Department- sales reports summarized by sub-department totals.

·System - displays system set-up information

·End of day (report) - This is the report most businesses use to print daily or periodic sales totals containing department, sub-department and financial information.

Controlling Reports

When a report has been selected but not launched from the list, there is a special right click menu that controls the report properties, such as security level required to access it or if is it visible or hidden.

Right Click Menu

Hide: Select this option to hide the report from the list of reports. This hides the report but does not remove it from the list.

View Hidden: Used to locate hidden reports, showing the entire list accessible according to the user security level programmed.

Property: Opens the report's properties panel, (see the Report Properties help page below)

New: Create a new report list entry, and its associated report.

Delete: Remove the report from the list, and delete it.

5.2Report Selection

Report Selection Utility

The Symphony Pro reports are accessed by clicking the Reports icon found on the Symphony Pro desktop. Depending on how the security levels are programmed, you may be required to login. The Report utility will open, displaying the reports available according to the logged user.

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

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Toshiba Electric Keyboard owner manual Controlling Reports, Right Click Menu, Report Selection Utility

Contents

Toshiba TEC America Page Table of Contents 106 114 Part VI Entry Module Part File Maintenance UtilityPart V Report System Part VII View Log Part 181 Symphony POS Software Limited WarrantyLimited Warranty Phone no 449-3040 FAX 770 Data Storage About Symphony Pro applicationOverview Security Navigation Navigating the Symphony Pro Application Using the mouseUsing the keyboard Printing Help as a Manual Polling Process Understanding CommunicationsTo print the entire paper manual Monthly Maintenance Process Data MaintenanceDaily Maintenance Process Controlling Database Size Physical Backup Backups Are ImportantSymphony Pro Data Backup Protecting Your Data Symphony Pro Main Menus Symphony Pro Main MenusFile Menu Main Menu Logging into the System LoginSymphony Pro File Menu Options Language Setting the LanguageLogout Logging off the system View internal process View Internal ProcessWhats Happening behind the scenes Viewer Display Status Bar This example shows the Internal Process viewerStatus bar and control buttons Buttons Files Menu View menu This example shows the Polling Process viewer View Polling StatusView Polling Process Menu Options Viewer Display windows Execute Command FileForcing Commands Sending Information From One Database Table Deploy Individual FileOther Tasks This example shows the Deploy one file table selection tool Configuration PanelBasic Symphony Pro Set Up Information Company Company Tab Settings System System Tab Settings TO=STORE103 This 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 tab Host Host Tab Settings Host data communications This example shows the Configuration panels Host tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Number of days to keep individual terminal Cleanup Cleanup Tab SettingsThis example shows the Configuration panels Cleanup tab Number of days to keep all log Load Files Load Files Tab SettingsNumber of days to keep successful log Number of days to keep processed files This example shows the Configuration panels Load Files tab Because it will be overwritten Security Security Tab Settings Security System Overview Establishing access levels They can modify, add or delete it This example shows the Configuration panels Security tabTo assign security levels Calendar and Date Conversion Utility Send urgent message to Symphony ProDate Conversion Julian Date Unix Date Using the Messages UtilityMessages Messages Utility Show Tips Symphony Pro File menu Option Show TipsExit Exit the Symphony Pro Application Modules Menu Modules Menu Options Help Special Menu Options What is it for?Special Symphony Pro Desktop Icon shortcuts Version numbers Maintenance ApplicationSymphony Pro Maintenance Application Overview Maintenance Menus and Icons Overview Maintenance Main MenusThis example shows the Maintenance applications Desktop Common Data Table Toolbar Maintenance ApplicationCommon Data Edit Toolbars Top Bar Tools Viewing Data Table Contents Displaying Data Lists Maintenance Application SQL Command File Menu Overview Item Table File Menu Options Item Maintenance UtilitiesItem Options Terminal table help pages in this manual Maintenance Application Other File Options Other Dynamic File Menu Options Edit Menu Item Options Edit MenuEdit Menu Overview Other Edit Options Other Dynamic Edit Menu Options PLU Menu PLU Menu Option s Item Tables Item Table Tabs and Fields Quick Tab Item PLU Maintenance Quick T ab This example shows the Item table editor Moving existing fields within the quick This example shows the Item tables Quick tabEditing the Quick Tab Editing the Quick Tab Adding fields to the quick Object Tab Item PLU Maintenance Object Tab This example shows the Item tables Object tab POS 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 Programming Maintenance Application Margin vs. Markup Comparison Chart If you have selected to use Markup Maintenance 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 Section Maintenance 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 Convention ECL tab Creating Electronic Coupon links Maintenance Application Image Type and Size RestrictionsRequired POS Setup Meal deal or Combo pricing ECL qualifying record Type Method Qualifier Number. not implemented as of JuneCumulative Purchases Kit tab Creating kits Maintenance Application Building the kits Working with Items Overview Setting a FilterWorking With Items Filtering with an Alphanumeric Field Filtering with a Logical Field This example shows the Filter setting toolFiltering with a Currency Field Combining Filters and Global Modifications Options Adding New Items by CopyingThis example shows the item creation options Removing Items Deploying Modified Items Sending Changes to Targets Rental Items Controlling Rental Items Symphony POS Setup module showing the Rent Tab Rent Tab Item Label Setup Linking Items with Labels Sub-department Table Sub-department Overview Sub-department ProgrammingSub-Department Table Settings This example shows a Sub-department table record Maintenance Application Department Table O verview Department Programming Department Table SettingsDepartment Table This example shows a Department table record Maintenance Application Bottle Link Table Bottle Link Programming Other Item Related TablesTable Programming Overview This example shows a Bottle Link table record Environmental fee Category Table Category Table Programming Tare Table Tare Table ProgrammingThis example shows a Tare table record This example shows a Category table record This example shows a Mix & Match table record This example shows a Price Level table recordMix & Match Table Mix & Match Table Programming This example shows a vendor table record Reference field, it does not print on the register receiptVendor Table Vendor Table Programming Scale Table Scalable Item Table Programming This example shows a Scale table record Scale Table Fields Batches Price Modifier Net WeightCreating and Using Batches 100 Adding records items to the batches Maintenance Application 101Adding new Batches Changing the Field Order Setting the Price102 Posting Batches Statistics This example shows the Statistics Data testing panel 104 Maintenance Application 105 Account Related Maintenance Customer Maintenance Application 107 This example shows a Customer table record 108 Contact Maintenance Application 109 Associating a Photo with a Customer 110 Client Level TableRisk Level Table Customer Level Table Programming Maintenance Application 111 This example shows a Customer Risk Level table record 112 Account viewDiscount Maintenance Application 113 Custom messages Register Menu Register Menu Options Operator Table Programming Maintenance Application 115Operator Table This example shows an Operator table record Information Fields Functions Table116 Function Table Programming Alpha Parameters Maintenance Application 117This example shows a Function table record 118 Totalizer Link List Maintenance Application 119 120 Totalizer Table Programming Maintenance Application 121Totalizer Table 122 This example shows a Totalizer table record Terminal Table Programming Maintenance Application 123Terminal Table Adding terminals manually 124 Terminals and GroupsAdding terminals automatically Maintenance Application 125 126 Sample terminal list Maintenance Application 127Gift Certificates Terminal groups at Headquarters Memorizing the Item Tables Tab Order Navigation MenuThis example shows a Gift Certificate table record Transfer Menu Maintenance Application 129Controlling the Maintenance Desktop Windows Menu Report System Default Symphony Pro ReportsList of Default Reports Report Types Report System 131 Right Click Menu Report SelectionControlling Reports Report Selection Utility Selecting a Report Report System 133This example shows the Report Selection Utility Bottom bar Buttons Reports Without Dates Using ReportsOpening Reports This example shows the Report Target Selection utility Report System 135 Report Periods Report Viewer Options Report ViewerViewing Reports Setting a different printer for specific reports Default report printerSetting a default printer for reports Report printing Selection prompt window Printing LabelsGenerating Item or Shelf Labels First Label Selection Report System 139This example shows the Label selection box Defining the label printer 140Other Label Printing Options Report Properties Report Properties Panel 142 Report Properties Panel Options Report System 143 Report Sections Report SQL Editor Window Report SQL EditorModifying Symphony Pro Report SQL Code Tool Bar Tools Entry ModuleReport System 145 Entry Module Overview 146 This example shows the Entry applications Desktop Creating Purchase Orders Purchase OrdersEntry Module 147 View Menu Options This example shows the Purchase Order selection tool 148 Entry Module 149 Automatic Generation of a P/O Receiving Stock Stock Receiving Without a Purchase Order Entry Module 151 This example shows a Manual Receiving screen Receiving Stock from a Purchase Order Receiving Stock using a Portable Device152 Printing your stock transaction Entry Module 153 Counting and Adjusting StockInventory Adjustments Counting Inventory Transfer Other Entry Options Working with Cashier Pickups, Loans and Declarations Pickups and LoansEntry Module 155 156 View Log Utility View LogEntry Module 157 This example shows the System Log viewer Logs and Messages Viewing Logs and Messages View Log 159 Urgent MessagesUnprocessed Files Viewing Urgent Messages Electronic Journal Utility Using the Electronic Journal L-TrackerElectronic Journal L-Tracker This example shows the Electronic Journal Basic version Electronic Journal L-Tracker 161 162 Events / Tasks Utility Events / TasksElectronic Journal L-Tracker 163 This example shows the Events / Task utility Navigating Command Directories164 Modifying / Adding / Automating Tasks Task Editor Programming EventsEvents / Tasks 165 This example shows the Task Editor programming 166 Repeating Cycle Adding / Removing Tasks Using Command directoriesEvents / Tasks 167 Changing the Events / Tasks List Order Watching the Front End Monitoring Utility168 This example shows the stand alone Monitoring utility Monitoring Statistics Form ManagerMonitoring Utility 169 This example shows a sample of Monitor Statistics Symphony POS Form Template Files Template EditorSymphony Pro Report Template Files Shelf and Item Labels Form Manager 171 Template Objects Top Bar Tools and Options ToolsObject Right Click Menu Form Manager 173 Form Manager Main Menus File Menu This example shows the Form Managers label page setupMenus Form Manager 175 This example shows the Form Managers page setupConfiguration Records 176 This example shows the Form Managers Object Inspector Symphony Pro File and Database Maintenance Utility File Maintenance UtilityFile Maintenance Utility 177 178 About Data Table Backups Creating An Automated Backup To restore a file from a backup File Maintenance Utility 179When and How to Use the Data Table Backups View File Properties and Contents Re-Indexing Operation 180Re-indexing Tables Glossary File Maintenance Utility 181Why and How to use the Pack Command Glossary of Terms 182 Glossary 183 Back Cover