Save and run a back-office report

Steps

1. Open Back Office and select the reporting period and outlet scope.

2. In Reports → Saved reports, choose the report type, such as Sales summary, Payment mix, Vendor spend or Day close exceptions, and enter Saved report name.

3. Choose Save report. Open a saved report to load its definition and output; use Update report after changing its name or definition.

4. Review the selected report output and use the available CSV or PDF export for the selected report. Check the period and outlet scope on the result before sharing it.