Large sales reports may take time to generate. While the sales report is generating, you can leave the page and use other areas of the software. You can check the status of a report while it loads on the Generated page.
When the sales report is finished loading, the number next to Generated on the Reports menu will increase. You can then view the report from the Generated Reports page or by opening the report normally. The date and time that the report was generated are displayed beside the report name at the top of the page.
Any generated report will be saved on the Generated page for a maximum of 60 days.
View a generated report
To view a generated report, follow these steps:
Click the App Drawer button
then click View All > Reports > Generated.Select a date range.
Find the report you want to view. Use the Search option or filter the list to easily find it.
Click the Action button
then select View.
Headings on the Generated Reports page
Heading | Description |
Date | The date on which the report was generated. |
Time | The time of day the report began generating. |
Category | The category to which the generated report belongs. |
Generated By | The staff member who generated the report. |
Status | The status of the report. Possible statuses include:
|
Report Name | The name of the report. To change the name of the report, click the Edit |
File Size | The size of the report. |
Action | Click the Action button
From this menu, you can:
|
button, enter a new name, then click the Accept 
button.
in this column to open the menu.