Report System 135, Report Periods | Toshiba Electric Keyboard

Report System

135

This example shows the Report Start and End Date Selection tool.

By default, the Report Selection utility selects today's date. If you want to view today's report, you need only choose to view on screen or send to the printer without viewing.

If the default report date does not correspond with the desired report date, click on the correct date, then Preview or Print. If the desired report date is in a different month, use the left or right arrow buttons above the date portion of the calendar to navigate to the correct month or year.

Report Periods

Because the Symphony Pro reports can cover different types of periods, you must determine a "Start" date and an "End" date for each report. Symphony Pro uses these dates to retrieve the appropriate data and generate a report. Selecting a report period from the calendar's "Period type" box changes the way the calendar behaves when changing the date. For example, selecting "Monthly" in the Period type will cause the calendar to move ahead or back by monthly periods.

N.B. The period type totals are stored as separate records in the database. As sales are received from the TEC ECRs / Symphony POS terminals the data is posted into the daily report summaries. Other period totals are not generated immediately as data is received.

·Weekly totals are available after the last day of the week has been processed. In most cases this occurs between Saturday night and Sunday morning.

·Monthly and yearly totals are are available after the last day of the month or year have been processed.

·The report database contains daily movement data for a specified amount of time. Symphony Pro is designed to automatically purge the daily movement files. The default system removes daily product movement history after 92 days. This setting can be changed by a system administrator. The system

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

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Toshiba Electric Keyboard owner manual Report System 135, Report Periods

Contents

Toshiba TEC America Page Table of Contents 114 106 Part V Report System Part File Maintenance UtilityPart VI Entry Module Part VII View Log 181 Part Limited Warranty Limited WarrantySymphony POS Software Phone no 449-3040 FAX 770 Overview About Symphony Pro applicationData Storage Security Using the keyboard Navigating the Symphony Pro Application Using the mouseNavigation Printing Help as a Manual Polling Process Understanding CommunicationsTo print the entire paper manual Daily Maintenance Process Data MaintenanceMonthly Maintenance Process Controlling Database Size Symphony Pro Data Backup Backups Are ImportantPhysical Backup Protecting Your Data File Menu Symphony Pro Main MenusSymphony Pro Main Menus Main Menu Logging into the System LoginSymphony Pro File Menu Options Logout Setting the LanguageLanguage Logging off the system Whats Happening behind the scenes View Internal ProcessView internal process Viewer Display Status bar and control buttons This example shows the Internal Process viewerStatus Bar Buttons View menu Files Menu View Polling Process View Polling StatusThis example shows the Polling Process viewer 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 TO=STORE103 System System Tab Settings This example shows the Configuration panels System tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a This example shows the Configuration panels Misc tab Misc Misc Tab Settings 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 successful log Load Files Load Files Tab SettingsNumber of days to keep all log Number of days to keep processed files Because it will be overwritten This example shows the Configuration panels Load Files tab Establishing access levels Security Security Tab Settings Security System Overview They can modify, add or delete it This example shows the Configuration panels Security tabTo assign security levels Date Conversion Send urgent message to Symphony ProCalendar and Date Conversion Utility Julian Date Messages Using the Messages UtilityUnix Date Messages Utility Exit Show TipsShow Tips Symphony Pro File menu Option Exit the Symphony Pro Application Modules Menu Options Modules Menu Special Special Menu Options What is it for?Help 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 Edit Toolbars Maintenance ApplicationCommon Data Table Toolbar Top Bar Tools Displaying Data Lists Viewing Data Table Contents Maintenance Application File Menu Overview SQL Command Item Table File Menu Options Item Maintenance UtilitiesItem Options Terminal table help pages in this manual Maintenance Application Other Dynamic File Menu Options Other File Options Edit Menu Item Options Edit MenuEdit Menu Overview Other Dynamic Edit Menu Options Other Edit Options PLU Menu Option s PLU Menu Item Table Tabs and Fields Item Tables This example shows the Item table editor Quick Tab Item PLU Maintenance Quick T ab Moving existing fields within the quick This example shows the Item tables Quick tabEditing the Quick Tab Editing the Quick Tab Object Tab Adding fields to the quick This example shows the Item tables Object tab Item PLU Maintenance 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 Suggested Retail and Sale price Programming Active and Next prices Maintenance Application If you have selected to use Markup Margin vs. Markup Comparison Chart 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 Cost Break Section Regular Cost Section Maintenance Application This example shows the Item tables Inventory tab Sales Tab Item PLU Maintenance Sales Tab Image File Naming Convention This example shows the PLU weekly Sales tab ECL tab Creating Electronic Coupon links Maintenance Application Image Type and Size RestrictionsRequired POS Setup Meal deal or Combo pricing ECL qualifying record Type Cumulative Purchases Number. not implemented as of JuneMethod Qualifier Kit tab Creating kits Maintenance Application Building the kits Working With Items Setting a FilterWorking with Items Overview 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 Deploying Modified Items Sending Changes to Targets Removing Items Rental Items Controlling Rental Items Rent Tab Symphony POS Setup module showing the Rent Tab Item Label Setup Linking Items with Labels Sub-department Overview Sub-department Table This example shows a Sub-department table record Sub-department ProgrammingSub-Department Table Settings Maintenance Application Department Table Department Programming Department Table SettingsDepartment Table O verview This example shows a Department table record Maintenance Application Bottle Link Table Bottle Link Programming Other Item Related TablesTable Programming Overview Environmental fee This example shows a Bottle Link table record This example shows a Tare table record Tare Table Tare Table ProgrammingCategory Table Category Table Programming 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 Vendor Table Vendor Table Programming Reference field, it does not print on the register receiptThis example shows a vendor table record Scale Table Scalable Item Table Programming Scale Table Fields This example shows a Scale table record Creating and Using Batches Price Modifier Net WeightBatches 100 Adding records items to the batches Maintenance Application 101Adding new Batches 102 Setting the PriceChanging the Field Order Posting Batches Statistics 104 This example shows the Statistics Data testing panel Maintenance Application 105 Customer Account Related Maintenance This example shows a Customer table record Maintenance Application 107 Contact 108 Associating a Photo with a Customer Maintenance Application 109 Risk Level Table Client Level Table110 Customer Level Table Programming This example shows a Customer Risk Level table record Maintenance Application 111 112 Account viewDiscount Custom messages Maintenance Application 113 Register Menu Options Register Menu Operator Table Maintenance Application 115Operator Table Programming This example shows an Operator table record 116 Functions TableInformation Fields Function Table Programming Alpha Parameters Maintenance Application 117This example shows a Function table record Totalizer Link List 118 Maintenance Application 119 120 Totalizer Table Programming Maintenance Application 121Totalizer Table This example shows a Totalizer table record 122 Terminal Table Programming Maintenance Application 123Terminal Table Adding terminals manually 124 Terminals and GroupsAdding terminals automatically Maintenance Application 125 126 Gift Certificates Maintenance Application 127Sample terminal list Terminal groups at Headquarters Memorizing the Item Tables Tab Order Navigation MenuThis example shows a Gift Certificate table record Controlling the Maintenance Desktop Maintenance Application 129Transfer Menu Windows Menu List of Default Reports Default Symphony Pro ReportsReport System Report Types Report System 131 Controlling Reports Report SelectionRight Click Menu Report Selection Utility This example shows the Report Selection Utility Report System 133Selecting a Report Bottom bar Buttons Opening Reports Using ReportsReports Without Dates This example shows the Report Target Selection utility Report Periods Report System 135 Report Viewer Options Report ViewerViewing Reports Setting a default printer for reports Default report printerSetting a different printer for specific 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 Panel Report Properties Report Properties Panel Options 142 Report Sections Report System 143 Report SQL Editor Window Report SQL EditorModifying Symphony Pro Report SQL Code Report System 145 Entry ModuleTool Bar Tools Entry Module Overview This example shows the Entry applications Desktop 146 Entry Module 147 View Menu Options Purchase OrdersCreating Purchase Orders This example shows the Purchase Order selection tool 148 Automatic Generation of a P/O Entry Module 149 Stock Receiving Without a Purchase Order Receiving Stock This example shows a Manual Receiving screen Entry Module 151 152 Receiving Stock using a Portable DeviceReceiving Stock from a Purchase Order Printing your stock transaction Inventory Adjustments Counting and Adjusting StockEntry Module 153 Counting Inventory Other Entry Options Transfer Working with Cashier Pickups, Loans and Declarations Pickups and LoansEntry Module 155 156 Entry Module 157 View LogView Log Utility This example shows the System Log viewer Viewing Logs and Messages Logs and Messages Unprocessed Files Urgent MessagesView Log 159 Viewing Urgent Messages Electronic Journal L-Tracker Using the Electronic Journal L-TrackerElectronic Journal Utility 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 Events / Tasks 165 Programming EventsModifying / Adding / Automating Tasks Task Editor This example shows the Task Editor programming Repeating Cycle 166 Events / Tasks 167 Using Command directoriesAdding / Removing Tasks Changing the Events / Tasks List Order 168 Monitoring UtilityWatching the Front End This example shows the stand alone Monitoring utility Monitoring Utility 169 Form ManagerMonitoring Statistics This example shows a sample of Monitor Statistics Symphony Pro Report Template Files Template EditorSymphony POS Form Template Files Shelf and Item Labels Template Objects Form Manager 171 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 Configuration This example shows the Form Managers page setupForm Manager 175 Records This example shows the Form Managers Object Inspector 176 Symphony Pro File and Database Maintenance Utility File Maintenance UtilityFile Maintenance Utility 177 Creating An Automated Backup 178 About Data Table Backups When and How to Use the Data Table Backups File Maintenance Utility 179To restore a file from a backup View File Properties and Contents Re-Indexing Operation 180Re-indexing Tables Why and How to use the Pack Command File Maintenance Utility 181Glossary Glossary of Terms 182 Glossary 183 Back Cover