Salesware User and Ticketing Guide for Beginning Users : Basic ReportManager operations : How to run the Daily Summary Report : The Report Criteria tab
 
The Report Criteria tab
 
Settings on this tab are summarized in the following screen capture and table.
 
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Setting
Description
Sold On
Select this to report by items sold during the specified time period.
Closed On
Select this to report by items when drawer was submitted and closed on from salespoint.
Finalized On
When the closed drawer finalized via ReportManager.
Subtotal payment breakdown by UDF
Select this to view subtotal of payment breakdown by user defined field in the report.
Note: Set up UDF in SysManager > Activities > Financial Lists > Payment Types.
Show Over and Short amounts on closed drawers
Select this to optionally print an over-short report for the specified criteria. This shows over and short amounts by payment type for closed drawers.
Note: This option is only available if reporting by Closed On or Finalized On. Option is disabled if Sold On is selected.
Date Range
Select a date range for which to print daily summary information.
Filter Operators
Select this to select a range of operators to report on.
All salespoints
Select this to view all salespoints (default).
Range
Select this to activate the range of salespoints.
Group
Select this to activate the range of salespoint groups.
 
Once you have selected your dates and filters you can run the report by either selecting Preview, Print, HTML, or PDF, or you can export the report data to another type of file format.