How To Store Web Reports (Addendum 2)

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Store Web Reports can be accessed from the Enactor POS via: Sale > Management > Reports > Web Reports

The Store Web Reports module provides a comprehensive set of reporting tools covering eight categories: Product Reports, Sales Reports, Tender Reports, Exception Reports, Employee Reports, Cash Management Reports, ICC Reader Reports, and Saved Reports. Each category contains a number of individual reports, each with configurable filter criteria and structured output columns.

The Web Reports main menu, showing the eight report categories.

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1 Product Reports

Path: Web Reports > Product Reports

1.1 Best / Worst Sellers

Path: Product Reports > Best / Worst Sellers

1.1.1 Best / Worst Sellers by Units

Path: Best / Worst Sellers > Best / Worst Sellers by Units

View best/worst selling product information by units.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MM Group	Dropdown selection of merchandise management group.
Top	Numeric input for the number of top-selling products to display (default: 10).
Bottom	Numeric input for the number of worst-selling products to display (default: 10).
Date Range	Date range selector: Date Range / Month in Year / Week in Year / Season / Quarter, with year, month/week/season/quarter, and from/to date inputs.

Filter criteria for the Best / Worst Sellers by Units report.

Output Columns

Property	Description
Product ID	The unique identifier of the product.
Style ID	The style identifier associated with the product.
Description	The product description.
MMG ID	The merchandise management group identifier.
MMG Description	The description of the merchandise management group.
Colour	The colour variant of the product.
Size	The size variant of the product.
Sales Value	The total sales value for the product within the selected period.
Sales Qty	The total sales quantity for the product within the selected period.

Results for the Best / Worst Sellers by Units report.

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1.1.2 Best / Worst Sellers by Value

Path: Best / Worst Sellers > Best / Worst Sellers by Value

View best/worst selling product information by value.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MM Group	Dropdown selection of merchandise management group.
Top	Numeric input for the number of top-selling products to display (default: 10).
Bottom	Numeric input for the number of worst-selling products to display (default: 10).
Date Range	Date range selector: Date Range / Month in Year / Week in Year / Season / Quarter, with year, month/week/season/quarter, and from/to date inputs.

Filter criteria for the Best / Worst Sellers by Value report.

Output Columns

Property	Description
Product ID	The unique identifier of the product.
Style ID	The style identifier associated with the product.
Description	The product description.
MMG ID	The merchandise management group identifier.
MMG Description	The description of the merchandise management group.
Colour	The colour variant of the product.
Size	The size variant of the product.
Sales Value	The total sales value for the product within the selected period.
Sales Qty	The total sales quantity for the product within the selected period.

Results for the Best / Worst Sellers by Value report.

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1.1.3 Best / Worst Selling Styles by Units

Path: Best / Worst Sellers > Best / Worst Selling Styles by Units

View best/worst selling styles by units.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MM Group	Dropdown selection of merchandise management group.
Top	Numeric input for the number of top-selling styles to display (default: 10).
Bottom	Numeric input for the number of worst-selling styles to display (default: 10).
Date Range	Date range selector: Date Range / Month in Year / Week in Year / Season / Quarter, with year, month/week/season/quarter, and from/to date inputs.

Filter criteria for the Best / Worst Selling Styles by Units report.

Output Columns

Property	Description
Product ID	The unique identifier of the product style.
Description	The style description.
MMG ID	The merchandise management group identifier.
MMG Description	The description of the merchandise management group.
Sales Value	The total sales value for the style within the selected period.
Sales Qty	The total sales quantity for the style within the selected period.

Results for the Best / Worst Selling Styles by Units report.

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1.1.4 Best / Worst Selling Styles by Value

Path: Best / Worst Sellers > Best / Worst Selling Styles by Value

View best/worst selling styles by value.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MM Group	Dropdown selection of merchandise management group.
Top	Numeric input for the number of top-selling styles to display (default: 10).
Bottom	Numeric input for the number of worst-selling styles to display (default: 10).
Date Range	Date range selector: Date Range / Month in Year / Week in Year / Season / Quarter, with year, month/week/season/quarter, and from/to date inputs.

Filter criteria for the Best / Worst Selling Styles by Value report.

Output Columns

Property	Description
Product ID	The unique identifier of the product style.
Description	The style description.
MMG ID	The merchandise management group identifier.
MMG Description	The description of the merchandise management group.
Sales Value	The total sales value for the style within the selected period.
Sales Qty	The total sales quantity for the style within the selected period.

Results for the Best / Worst Selling Styles by Value report.

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1.2 MMG Reports

Path: Product Reports > MMG Reports

1.2.1 MMG Summary

Path: MMG Reports > MMG Summary

View MMG Summary information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MMG Level	Dropdown selection of merchandise management group level (levels 1-10).
Date Range	Date range selector with from/to date inputs.

Filter criteria for the MMG Summary report.

Output Columns

Property	Description
MMG ID	The merchandise management group identifier.
MMG Description	The description of the merchandise management group.
Sales Value	The total sales value within the selected period.
Sales Qty	The total sales quantity within the selected period.
Orders Value	The total orders value within the selected period.
Orders Qty	The total orders quantity within the selected period.
Discounts Value	The total discounts value applied within the selected period.
Discount Qty	The total number of discount transactions within the selected period.
Promotions Value	The total promotions value applied within the selected period.
Price Overrides Value	The total value of price overrides within the selected period.
Returns Value	The total returns value within the selected period.
Returns Qty	The total returns quantity within the selected period.
% Returns of Total	Returns as a percentage of total sales.
Net Sales Value	The net sales value (sales minus returns) within the selected period.
Net Sales Qty	The net sales quantity (sales minus returns) within the selected period.
% Net Sales of Total	Net sales as a percentage of the overall total.

Results for the MMG Summary report.

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1.2.2 MMG Summary Pie Chart

Path: MMG Reports > MMG Summary Pie Chart

View MMG Summary information in pie chart form.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MMG Level	Dropdown selection of merchandise management group level (levels 1-10).
Date Range	Date range selector with from/to date inputs.

Filter criteria for the MMG Summary Pie Chart report.

Output Columns

Property	Description
MMG ID	The merchandise management group identifier.
MMG Description	The description of the merchandise management group.
Net Sales Value	The net sales value for the group, represented in the pie chart.
Net Sales Qty	The net sales quantity for the group.

Results for the MMG Summary Pie Chart report.

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1.3 Product Sales

Path: Product Reports > Product Sales

View product sales information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MM Group	Dropdown selection of merchandise management group.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Product Sales report.

Output Columns

Property	Description
Product ID	The unique identifier of the product.
Description	The product description.
Sales Value	The total sales value for the product within the selected period.
Sales Qty	The total sales quantity for the product within the selected period.
Orders Value	The total orders value for the product within the selected period.
Orders Qty	The total orders quantity for the product within the selected period.
Returns Value	The total returns value for the product within the selected period.
Returns Qty	The total returns quantity for the product within the selected period.
Price Overrides Value	The total value of price overrides applied to the product.
Discounts Value	The total discounts value applied to the product.
Promotions Value	The total promotions value applied to the product.
Tax Value	The total tax value associated with the product sales.

Results for the Product Sales report.

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1.4 Returns

Path: Product Reports > Returns

View return information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MM Group	Dropdown selection of merchandise management group.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Returns report.

Output Columns

Property	Description
Location	The location at which the return was processed.
Terminal	The terminal at which the return was processed.
Transaction	The transaction identifier for the return.
Product ID	The unique identifier of the returned product.
Description	The product description.
Type	The type of return transaction.
Returns Value	The value of the returned item. Grand totals are shown at the bottom.
Returns Qty	The quantity of the returned item. Grand totals are shown at the bottom.
Price Overrides Value	The value of any price overrides applied. Grand totals are shown at the bottom.
Discounts Value	The value of any discounts applied. Grand totals are shown at the bottom.
Promotions Value	The value of any promotions applied. Grand totals are shown at the bottom.

Results for the Returns report. Grand totals are shown at the bottom of each column.

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1.5 Sales Transactions

Path: Product Reports > Sales Transactions

View sales transaction information.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
MM Group	Dropdown selection of merchandise management group.
User	Dropdown selection of user.
Salesperson	Dropdown selection of salesperson.
Tender	Dropdown selection of tender type.
Group By	Dropdown to group results by MM Group, Location, or Transaction.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Sales Transactions report.

Output Columns

Property	Description
MMG Hierarchy ID	The full hierarchy identifier of the merchandise management group.
MMG ID	The merchandise management group identifier.
MMG Description	The description of the merchandise management group.
Location	The location of the transaction.
Terminal	The terminal on which the transaction was processed.
Transaction	The transaction identifier.
Product ID	The unique identifier of the product.
Description	The product description.
Sales Value	The total sales value within the selected period.
Sales Qty	The total sales quantity within the selected period.
Orders Value	The total orders value within the selected period.
Orders Qty	The total orders quantity within the selected period.
Returns Value	The total returns value within the selected period.
Returns Qty	The total returns quantity within the selected period.
Price Overrides Value	The total value of price overrides applied.
Discounts Value	The total discounts value applied.
Promotions Value	The total promotions value applied.
Net Value	The net value per MM group (grand total per group shown).

Results for the Sales Transactions report. A grand total per MM group is shown.

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1.6 Trading Summary

Path: Product Reports > Trading Summary

View trading summary information. The results table presents a column for each day of the selected date range.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Trading Summary report.

Output Columns

The Trading Summary report presents rows grouped into the following sections, with a column for each day of the week across the selected period:

Section / Row	Description
Merchandise
Sales	Total merchandise sales value per day.
Returns	Total merchandise returns value per day.
Net Sales	Net merchandise sales (sales minus returns) per day.
Discounts	Total merchandise discounts per day.
Promotions	Total merchandise promotions per day.
Total Merchandise	Combined merchandise total per day.
Non Merchandise
Sales	Total non-merchandise sales value per day.
Returns	Total non-merchandise returns value per day.
Net	Net non-merchandise value per day.
Discounts	Total non-merchandise discounts per day.
Total	Combined non-merchandise total per day.
Account Movements
Customer Account Payments	Total customer account payments per day.
Customer Account Withdrawals	Total customer account withdrawals per day.
All Sales	Combined totals of all merchandise and non-merchandise per day.
Terminal Cash Management
Incomes	Total terminal income transactions per day.
Expenses	Total terminal expense transactions per day.
Net	Net terminal cash management value per day.
Total Trading	Total trading value per day.
Customer Count	Total number of customer transactions per day.
Terminal Declaration
Opening Floats	Opening float value per day.
Extra Floats	Extra float value added during the day.
Pickups	Total pickup value per day.
Closing Float	Closing float value per day.
Total Receipts	Total receipts per day.
Total Trading	Total terminal trading per day.
Overs and Unders	Discrepancy between declared and expected values per day.
Safe Cash Management
Incomes	Total safe income transactions per day.
Expenses	Total safe expense transactions per day.
Adjustments	Total safe adjustment transactions per day.
Currency Purchases	Total currency purchase value per day.
Safe Declaration
Opening Balance	Safe opening balance per day.
Banking	Total banking value per day.
Closing Balance	Safe closing balance per day.
Total Accounted For	Total value accounted for in the safe per day.
Closing Store Floats
Cash in Safe	Total cash held in the safe at close per day.
Other Tenders in Safe	Total non-cash tenders held in the safe at close per day.
Cash in Drawers	Total cash held in till drawers at close per day.
Other Tenders in Drawers	Total non-cash tenders held in drawers at close per day.
Total Monies	Total monies at close per day.
Weekly Total	Accumulated weekly total column.

Results for the Trading Summary report, with a column for each day of the selected period.

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1.7 Replenishment Report

Path: Product Reports > Replenishment Report

1.7.1 Replenishment

Path: Replenishment Report > Replenishment

View replenishment information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
MM Group	Dropdown selection of merchandise management group.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Replenishment report.

Output Columns

Property	Description
Product ID	The unique identifier of the product.
MMG	The merchandise management group associated with the product.
Style ID	The style identifier associated with the product.
Description	The product description.
Colour	The colour variant of the product.
Size	The size variant of the product.
Sales	The total sales quantity within the selected period.
Value	The total sales value within the selected period.
Current Stock Level	The current stock level held at the location.
In Transit	The quantity of the product currently in transit to the location.

Results for the Replenishment report.

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1.7.2 Rolling Replenishment

Path: Replenishment Report > Rolling Replenishment

View rolling replenishment information. The Next button creates a Scheduled Job to run the report.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
MM Group	Dropdown selection of merchandise management group.

Filter criteria for the Rolling Replenishment report. Submitting creates a Scheduled Job to generate the report.

Output Columns

Property	Description
Product ID	The unique identifier of the product.
MMG	The merchandise management group associated with the product.
Style ID	The style identifier associated with the product.
Description	The product description.
Colour	The colour variant of the product.
Size	The size variant of the product.
Quantity	The recommended replenishment quantity.
Value	The total value of the recommended replenishment.
Current Stock Level	The current stock level held at the location.

Results for the Rolling Replenishment report.

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2 Sales Reports

Path: Web Reports > Sales Reports

2.1 User Sales

Path: Sales Reports > User Sales

View user sales information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Terminal	Dropdown selection of terminals, filtered by the selected location.
User / Salesperson	Dropdown selection of user or salesperson.
User Mode	Dropdown to specify whether to report by User or Salesperson (defaults to User).
Customer	Dropdown selection of customer.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the User Sales report.

Output Columns

Property	Description
User	The user identifier.
Name	The name of the user.
Trans Count	The total number of transactions for the user within the selected period.
Sales Value	The total sales value for the user.
Sales Qty	The total sales quantity for the user.
Orders Value	The total orders value for the user.
Orders Qty	The total orders quantity for the user.
Returns Value	The total returns value for the user.
Returns Qty	The total returns quantity for the user.
Price Overrides	The total value of price overrides applied by the user.
Discounts	The total discounts value applied by the user.
Promotions	The total promotions value applied by the user.
1 Qty Sales	The number of single-item transactions for the user.
2 Qty Sales	The number of two-item transactions for the user.
3 Qty Sales	The number of three-item transactions for the user.
Other Qty Sales	The number of transactions with four or more items for the user.

Grand totals are shown at the bottom of each column.

Results for the User Sales report. Grand totals are shown at the bottom of each column.

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2.2 Sales Analysis by Hour

Path: Sales Reports > Sales Analysis by Hour

View sales analysis by hour information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Terminal	Dropdown selection of terminals, filtered by the selected location.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Sales Analysis by Hour report.

Output Columns

Property	Description
Date	The date of the sales data.
Hour	The hour of the day for the sales data.
Trans Count	The total number of transactions within that hour.
Sales Value	The total sales value within that hour.
Sales Qty	The total sales quantity within that hour.
Orders Value	The total orders value within that hour.
Orders Qty	The total orders quantity within that hour.
Avg Trans Sales Value	The average transaction sales value within that hour.
Avg Trans Sales Qty	The average transaction sales quantity within that hour.
Returns Value	The total returns value within that hour.
Returns Qty	The total returns quantity within that hour.

Results for the Sales Analysis by Hour report.

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2.3 Average Transaction

Path: Sales Reports > Average Transaction

View average transaction value information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Terminal	Dropdown selection of terminals, filtered by the selected location.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Average Transaction report.

Output Columns

Property	Description
Date	The date of the transaction data.
User	The user identifier.
Name	The name of the user.
ATV This Week	The average transaction value for the current week.
ATV Last Week	The average transaction value for the equivalent period in the previous week.
% +/-	The percentage change in average transaction value between this week and last week.

Results for the Average Transaction report.

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2.4 Trading Summary

Path: Sales Reports > Trading Summary

View trading summary information. The results table presents a column for each day of the selected date range.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Trading Summary report.

Output Columns

The Trading Summary report presents rows grouped into the following sections, with a column for each day of the week across the selected period:

Section / Row	Description
Merchandise
Sales	Total merchandise sales value per day.
Returns	Total merchandise returns value per day.
Net Sales	Net merchandise sales (sales minus returns) per day.
Discounts	Total merchandise discounts per day.
Promotions	Total merchandise promotions per day.
Total Merchandise	Combined merchandise total per day.
Non Merchandise
Sales	Total non-merchandise sales value per day.
Returns	Total non-merchandise returns value per day.
Net	Net non-merchandise value per day.
Discounts	Total non-merchandise discounts per day.
Total	Combined non-merchandise total per day.
Account Movements
Customer Account Payments	Total customer account payments per day.
Customer Account Withdrawals	Total customer account withdrawals per day.
All Sales	Combined totals of all merchandise and non-merchandise per day.
Terminal Cash Management
Incomes	Total terminal income transactions per day.
Expenses	Total terminal expense transactions per day.
Net	Net terminal cash management value per day.
Total Trading	Total trading value per day.
Customer Count	Total number of customer transactions per day.
Terminal Declaration
Opening Floats	Opening float value per day.
Extra Floats	Extra float value added during the day.
Pickups	Total pickup value per day.
Closing Float	Closing float value per day.
Total Receipts	Total receipts per day.
Total Trading	Total terminal trading per day.
Overs and Unders	Discrepancy between declared and expected values per day.
Safe Cash Management
Incomes	Total safe income transactions per day.
Expenses	Total safe expense transactions per day.
Adjustments	Total safe adjustment transactions per day.
Currency Purchases	Total currency purchase value per day.
Safe Declaration
Opening Balance	Safe opening balance per day.
Banking	Total banking value per day.
Closing Balance	Safe closing balance per day.
Total Accounted For	Total value accounted for in the safe per day.
Closing Store Floats
Cash in Safe	Total cash held in the safe at close per day.
Other Tenders in Safe	Total non-cash tenders held in the safe at close per day.
Cash in Drawers	Total cash held in till drawers at close per day.
Other Tenders in Drawers	Total non-cash tenders held in drawers at close per day.
Total Monies	Total monies at close per day.
Weekly Total	Accumulated weekly total column.

Results for the Trading Summary report, with a column for each day of the selected period.

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2.5 Promotion Summary

Path: Sales Reports > Promotion Summary

View promotion summary information.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
Promotion	Dropdown selection of promotion.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Promotion Summary report.

Output Columns

Property	Description
Location	The location where the promotion was applied.
Promotion	The promotion identifier.
Description	The description of the promotion.
Reward Type	The type of reward associated with the promotion.
Quantity	The total quantity from promotion triggers within the selected period.
Hits	The total number of times the promotion was triggered.
Value	The total reward value or points awarded by the promotion. Grand totals are shown at the bottom.

Results for the Promotion Summary report. Grand totals are shown at the bottom.

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3 Tender Reports

Path: Web Reports > Tender Reports

3.1 Tender Totals

Path: Tender Reports > Tender Totals

View tender totals information.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
Minimum Value	Numeric input to filter results to tenders above a minimum value.
User	Dropdown selection of user.
Customer	Dropdown selection of customer.
Date Range	Date range selector with from/to date inputs.
Show Card Types	Dropdown to control whether card types are displayed in results.
Show Card Entry	Dropdown to control whether card entry method is displayed in results.
Show User	Dropdown to control whether the user column is displayed in results.

Filter criteria for the Tender Totals report.

Output Columns

Property	Description
User	The user who processed the tender.
Tender	The tender type used.
Card Type	The card type used (if applicable).
Card Entry	The method of card entry (if applicable).
Quantity	The total number of tender transactions.
Currency ID	The currency identifier for the tender.
Foreign Value	The value in the foreign currency (if applicable).
Rounding	Any rounding applied to the tender value.
Value	The total tender value. Grand totals are shown at the bottom.

Results for the Tender Totals report. Grand totals are shown at the bottom.

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3.2 Tender Totals Pie Chart

Path: Tender Reports > Tender Totals Pie Chart

View tender totals information in pie chart form.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
Minimum Value	Numeric input to filter results to tenders above a minimum value.
User	Dropdown selection of user.
Customer	Dropdown selection of customer.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Tender Totals Pie Chart report.

Output Columns

Property	Description
Tender	The tender type, represented as a segment in the pie chart.
Quantity	The total number of transactions for the tender type.
Value	The total value for the tender type, shown in the pie chart and data table.

Results for the Tender Totals Pie Chart report, showing tender distribution as a pie chart and data table.

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3.3 Card Transactions

Path: Tender Reports > Card Transactions

View card transaction information.

Filter Criteria

Property	Description
View Full Pan	True/False toggle to display the full card PAN number in results.
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
Acquirer	Dropdown selection of card acquirer.
User	Dropdown selection of user.
Customer	Dropdown selection of customer.
Card Number	Input field for card number search (9-22 digits).
Min Card Usage Count	Numeric input for the minimum number of times the card has been used.
Min Value	Numeric input for the minimum transaction value.
Max Value	Numeric input for the maximum transaction value.
Min Transaction Number	Numeric input for the minimum transaction number.
Max Transaction Number	Numeric input for the maximum transaction number.
Sales/Returns	Dropdown to filter by Sales, Returns, or All transactions.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Card Transactions report.

Output Columns

Property	Description
Location	The location where the card transaction was processed.
Terminal	The terminal on which the transaction was processed.
Acquirer	The card acquirer used for the transaction.
Card Entry Method	The method used to enter the card (e.g. chip, swipe, contactless).
Trans Num	The transaction number.
Date/Time	The date and time of the transaction.
Customer ID	The customer identifier (if applicable).
Customer Surname	The customer surname (if applicable).
Value	The transaction value.
Foreign Value	The value in the foreign currency (if applicable).
Foreign Currency	The foreign currency code (if applicable).
Mangled Card Number	The masked/truncated card number.
Card Type	The card type used.
Merchant ID	The merchant identifier associated with the transaction.

Results for the Card Transactions report.

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3.4 Credit Note Outstanding Balances

Path: Tender Reports > Credit Note Outstanding Balances

View outstanding credit note balance information.

Filter Criteria

Property	Description
Status	Dropdown selection of credit note status: Active, Expired, Closed, or Voided.
Start Expiry Date	Date input for the start of the expiry date range.
End Expiry Date	Date input for the end of the expiry date range.
Start Date Created	Date input for the start of the creation date range.
End Date Created	Date input for the end of the creation date range.
Start Date Closed	Date input for the start of the closed date range.
End Date Closed	Date input for the end of the closed date range.

Filter criteria for the Credit Note Outstanding Balances report.

Output Columns

Property	Description
Serial Number	The unique serial number of the credit note.
Date Created	The date on which the credit note was created.
Date Closed	The date on which the credit note was closed (if applicable).
Expiry Date	The expiry date of the credit note.
Amount	The outstanding balance of the credit note.

Results for the Credit Note Outstanding Balances report.

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3.5 Gift Card Outstanding Balances

Path: Tender Reports > Gift Card Outstanding Balances

View outstanding gift card balance information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Gift Card Type	Dropdown selection of gift card type.
Last Transaction Date	Date range selector for the last transaction date.

Filter criteria for the Gift Card Outstanding Balances report.

Output Columns

Property	Description
Gift Card Type	The type of gift card.
Last Transaction	The date and time of the most recent transaction on the gift card.
Account ID	The account identifier associated with the gift card.
Account Balance	The current outstanding balance on the gift card.

Results for the Gift Card Outstanding Balances report.

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3.6 Voucher Outstanding Balances

Path: Tender Reports > Voucher Outstanding Balances

View outstanding voucher balance information.

Filter Criteria

Property	Description
Issue Date From	Date input for the start of the issue date range (defaults to the current date).
Issue Date To	Date input for the end of the issue date range (defaults to the current date).
Expiry Date From	Date input for the start of the expiry date range.
Expiry Date To	Date input for the end of the expiry date range.
Voucher Type	Dropdown selection of voucher type.

Filter criteria for the Voucher Outstanding Balances report.

Output Columns

Property	Description
Voucher Type	The type of voucher.
Serial Number	The unique serial number of the voucher.
Issue Date	The date on which the voucher was issued.
Expiry Date	The expiry date of the voucher.
Value	The outstanding value of the voucher.

Results for the Voucher Outstanding Balances report.

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4 Exception Reports

Path: Web Reports > Exception Reports

4.1 Terminal Exceptions

Path: Exception Reports > Terminal Exceptions

View terminal exception information.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
User	Dropdown selection of user who performed the excepted action.
Auth User	Dropdown selection of the authorising user.
Exception Type	Multi-selection list of exception types (use Ctrl+click to select multiple).
Exception Reason	Dropdown selection of exception reason, filtered by the selected exception type.
Tender	Dropdown selection of tender type associated with the exception.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Terminal Exceptions report.

Output Columns

Property	Description
Location	The location where the exception occurred.
User	The user who performed the excepted action.
Auth User	The user who authorised the exception.
Exception Type	The type of exception.
Exception Reason	The reason code associated with the exception.
Terminal	The terminal on which the exception occurred.
Original Transaction	The original transaction number (where applicable).
Transaction	The transaction number of the exception event.
Date/Time	The date and time of the exception.
Customer ID	The customer identifier (if applicable).
Customer Surname	The customer surname (if applicable).
MMG	The merchandise management group associated with the excepted item.
Product ID	The unique identifier of the product associated with the exception.
Description	The product description.
Qty	The quantity involved in the exception.
Original Price	The original price of the item before the exception.
Value	The value associated with the exception.
New Price	The new price applied as a result of the exception (if applicable).
Card Number	The masked card number (if applicable).
Card Type	The card type (if applicable).
Entry Method	The card entry method (if applicable).

Results for the Terminal Exceptions report.

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4.2 User Exception Analysis

Path: Exception Reports > User Exception Analysis

View user exception analysis information.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
User	Dropdown selection of user.
Auth User	Dropdown selection of the authorising user.
Exception Type	Multi-selection list of exception types (use Ctrl+click to select multiple).
Exception Reason	Dropdown selection of exception reason, filtered by the selected exception type.
Min Total Exceptions	Numeric input for the minimum total number of exceptions to include in results.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the User Exception Analysis report.

Output Columns

Property	Description
Location	The location associated with the user's exceptions.
User	The user identifier.
Auth User	The authorising user identifier.
Returns	The number of return exceptions for the user.
Item Voids	The number of item void exceptions for the user.
Trans Voids	The number of transaction void exceptions for the user.
Item Discounts	The number of item discount exceptions for the user.
Trans Discounts	The number of transaction discount exceptions for the user.
Price Overrides	The number of price override exceptions for the user.
Keyed Items	The number of keyed item exceptions for the user.
Keyed Cards	The number of keyed card exceptions for the user.
Deleted Stored Trans	The number of deleted stored transaction exceptions for the user.
Training Mode Trans	The number of training mode transaction exceptions for the user.
No Sales	The number of no sale exceptions for the user.
Post Voids	The number of post void exceptions for the user.
Total	The total number of exceptions across all types for the user.

Results for the User Exception Analysis report.

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4.3 Reason Code by Weekday

Path: Exception Reports > Reason Code by Weekday

View reason code usage by weekday. The results table presents a column for each day of the week.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Terminal	Dropdown selection of terminals, filtered by the selected location.
User	Dropdown selection of user.
Reason Type	Dropdown selection of reason type.
Reason	Dropdown selection of reason, filtered by the selected reason type.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Reason Code by Weekday report.

Output Columns

Property	Description
Reason Type	The type of reason code.
Reason ID	The unique identifier of the reason code.
Description	The description of the reason code.
Monday - Sunday	A column for each day of the week, showing the count of times the reason code was used on that day.
Daily Totals	The total count of reason code usages per day across all reason codes.
Weekly Total	The total count of reason code usages across the entire selected period.

Results for the Reason Code by Weekday report, with a column for each day of the week.

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5 Employee Reports

Path: Web Reports > Employee Reports

5.1 Employee Balance

Path: Employee Reports > Employee Balance

View employee balance information.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Date Range	Date range selector with from/to date inputs.
Account Type	Dropdown selection of employee account type.

Filter criteria for the Employee Balance report.

Output Columns

Property	Description
View	An icon to view the full detail of the employee balance record.
Employee No	The unique employee number.
Name	The employee's name.
Card No	The employee's card number.
Discount Allowance	The total discount allowance available to the employee.
Total Spend	The total amount spent by the employee within the selected period.
Remaining Balance	The remaining discount balance available to the employee.
Last Spend	The date and value of the employee's most recent spend.
Status	The current status of the employee account.

Results for the Employee Balance report.

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6 Cash Management Reports

Path: Web Reports > Cash Management Reports

6.1 Terminal Discrepancies

Path: Cash Management Reports > Terminal Discrepancies

View terminal cash discrepancy information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Date Range	Date range selector with from/to date inputs.
Session Owner	Dropdown selection of the session owner.
Minimum Discrepancy Threshold	Numeric input to filter results to discrepancies above a minimum threshold value.

Filter criteria for the Terminal Discrepancies report.

Output Columns

Property	Description
Location	The location associated with the terminal discrepancy.
Terminal	The terminal at which the discrepancy occurred.
Date/Time	The date and time of the discrepancy.
Tender	The tender type associated with the discrepancy.
Expected	The expected cash value at the terminal.
Declared	The declared cash value at the terminal.
Discrepancy	The difference between the expected and declared values.

Results for the Terminal Discrepancies report.

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6.2 Cash on Hand

Path: Cash Management Reports > Cash on Hand

View cash on hand information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Date	Date and time input field to specify the point-in-time for the report.

Filter criteria for the Cash on Hand report.

Output Columns

Property	Description
Location	The location for which cash on hand is reported.
Terminal	The terminal or cash point.
Customer Account	The customer account balance held at the terminal (if applicable).
[Tender columns]	A column for each configured tender type, showing the value held for that tender at the terminal.
Total	The total value of all tenders held at the terminal. Grand totals are shown at the bottom of each column.

Results for the Cash on Hand report. Grand totals are shown at the bottom of each column.

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6.3 Income Expense Transactions

Path: Cash Management Reports > Income Expense Transactions

View income and expense transaction information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
User	Dropdown selection of user.
Safe / Terminal	Dropdown to filter by Safe or Terminal.
Reason	Dropdown selection of income/expense reason.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Income Expense Transactions report.

Output Columns

Property	Description
Location	The location where the income or expense transaction occurred.
Terminal / Safe	The terminal or safe associated with the transaction.
Operation	The type of operation (income or expense).
User	The user who performed the transaction.
Auth User	The user who authorised the transaction.
Reason	The reason code associated with the transaction.
Date / Time	The date and time of the transaction.
Tender	The tender type used in the transaction.
Value	The value of the transaction.
Terminal / Safe Total	The running total for the terminal or safe at the time of the transaction.
Location Total	The running total for the location at the time of the transaction.

Results for the Income Expense Transactions report.

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6.4 Safe Discrepancies

Path: Cash Management Reports > Safe Discrepancies

View safe cash discrepancy information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Date Range	Date range selector with from/to date inputs.
Safe	Dropdown selection of safe, filtered by the selected location.

Filter criteria for the Safe Discrepancies report.

Output Columns

Property	Description
Location	The location associated with the safe discrepancy.
Safe	The safe at which the discrepancy occurred.
Date/Time	The date and time of the discrepancy.
Tender	The tender type associated with the discrepancy.
Expected	The expected value in the safe.
Declared	The declared value in the safe.
Discrepancy	The difference between the expected and declared values.

Results for the Safe Discrepancies report.

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6.5 Banking Transaction

Path: Cash Management Reports > Banking Transaction

View banking transaction information.

Filter Criteria

Property	Description
Location	Dropdown selection of available locations.
Safe	Dropdown selection of safe, filtered by the selected location.
Date Range	Date range selector with from/to date inputs.

Filter criteria for the Banking Transaction report.

Output Columns

Property	Description
Location	The location associated with the banking transaction.
Safe	The safe from which the banking transaction was made.
Operation	The type of banking operation performed.
User	The user who performed the transaction.
Date / Time	The date and time of the banking transaction.
Banking Bag	The banking bag identifier used in the transaction.
Banking Slip	The banking slip identifier.
Bag Number	The bag number associated with the transaction.
Tender	The tender type included in the banking transaction.
Value	The value of the tender in the banking transaction.
Base Value	The value expressed in the base currency.

Results for the Banking Transaction report.

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7 ICC Reader Reports

Path: Web Reports > ICC Reader Reports

7.1 Duplicated ICC Readers

Path: ICC Reader Reports > Duplicated ICC Readers

View information about ICC readers whose serial numbers appear at more than one location or device.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.

Filter criteria for the Duplicated ICC Readers report.

Output Columns

Property	Description
Serial Number	The serial number of the duplicated ICC reader.
Location	The location at which the ICC reader is registered.
Device	The device identifier to which the ICC reader is connected.
Host Name	The host name of the device to which the ICC reader is connected.

Results for the Duplicated ICC Readers report.

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7.2 ICC Reader Connections

Path: ICC Reader Reports > ICC Reader Connections

View ICC reader connection information, including disconnect and reconnect events and the duration of disconnection.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.
Date Range	Date range selector with from/to date inputs.
Order By	Dropdown to order results by Duration Disconnected or by Device ID.

Filter criteria for the ICC Reader Connections report.

Output Columns

Property	Description
Device	The device identifier associated with the connection event.
Host Name	The host name of the device.
Serial Number (disconnected)	The serial number of the ICC reader at the point of disconnection.
Disconnected	The date and time of the disconnection event.
Serial Number (connected)	The serial number of the ICC reader at the point of reconnection.
Connected	The date and time of the reconnection event.
Duration Disconnected (s)	The duration of the disconnection in seconds.

Results for the ICC Reader Connections report.

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7.3 Unexpected ICC Readers

Path: ICC Reader Reports > Unexpected ICC Readers

View information about ICC readers that have been detected but are not expected at the identified location or device.

Filter Criteria

Property	Description
Region	Dropdown selection of available regions.
Location	Dropdown selection of locations, filtered by the selected region.

Filter criteria for the Unexpected ICC Readers report.

Output Columns

Property	Description
Location	The location at which the unexpected ICC reader was detected.
Device	The device identifier to which the ICC reader is connected.
Host Name	The host name of the device.
Serial Number	The serial number of the unexpected ICC reader.
Status	The status of the ICC reader. Values include: Not On List, Repair, Decommissioned, Duplicate Serial Number, Not Connected Anywhere.

Results for the Unexpected ICC Readers report.

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8 Saved Reports

Path: Web Reports > Saved Reports

Successfully generated reports can be stored and retrieved using the Saved Reports viewer. From this viewer, saved reports can be viewed, saved to file, removed, and printed.

The Saved Reports viewer, listing previously saved report outputs.

Viewing a saved report from the Saved Reports list.

Options available for a saved report, including save to file and print.

Removing a saved report from the Saved Reports viewer.

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About This Document

©2023 Enactor Ltd

Document Version: 1 Product Version: 2.7 Contact: documentation@enactor.co.uk