How-to Guide - Configuring Web Reports

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Introduction

In the Enactor Retail System, Web Reports provide operational visibility across stores, covering areas such as cash management, sales, inventory, employee activity, and promotions. Reports are accessed through the Estate Manager and Back Office applications and are organised into categories such as Cash Management, Sales Summary, Product, Tender, and more.

With the Q1 2026 release, Enactor introduced Enhanced Web Reports (V2) that deliver significantly improved report generation times and better maintainability. Some enhanced reports replace existing menu items automatically, while others require new menu items to be added via Menu Maintenance.

The purpose of this guide is to demonstrate the steps required to configure both basic and enhanced web reports in the Enactor Estate Manager and Back Office menus.

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Overview

The following steps are required to enable Web Reports:

1. Basic Web Reports Configuration - Add standard web report menu items to the Estate Manager or Back Office menus
2. Enhanced Web Reports Configuration - Add new V2 enhanced report menu items where required, using updated IDs and ReportDefinitionId values
3. Broadcasting - Deliver the updated menu configuration to the relevant devices

Prerequisites

Before starting, you should have the following resources in place:

• Enactor Estate Manager
• Menu Maintenance access permissions

You should be familiar with the following:

• Estate Manager navigation
• Menu configuration
• Data broadcasting

note

The enhanced V2 reports will only contain data generated since the Q1 2026 release deployment. Data from before the deployment will not be used to generate the improved reports. The old reports can still be used side-by-side with the improved reports.

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Configuration Steps - Basic Web Reports Configuration

This section covers the steps to add standard web report menu items to your Estate Manager or Back Office menus.

The following web report categories are available in Enactor:

Report Category	Reports
Cash Management	Banking Transactions, Cash On Hand, Cash Up Summary, Income Expense Transactions, Outlay Transactions, Overview, Safe Discrepancies, Tender Bag Collections, Terminal Discrepancies
Customer Order Reports	Customer Order Totals Report
Employee	Employee Balance, Employee Sales
Exception	Activity Statistics, Reason Code by Weekday, Terminal Exceptions, Transactions Void, User Exception Analysis
Fiscalisation	SAF-T File Generator
ICC Readers	Duplicated ICC Readers, ICC Reader Connections, Unexpected ICC Readers
Inventory Management	Location Transfers Report, Receipt Discrepancy Report, Stock Adjustment Print, Stock Levels, Stock Take Summaries
Product	Best/Worst Sellers by Units, Best/Worst Sellers by Value, Best/Worst Selling Styles by Units, Best/Worst Selling Styles by Value, MMG Summary, MMG Summary Pie Chart, Price Changes, Product Sales, Replenishment, Returns, Rolling Replenishment, Rolling Replenishment Stock Ledger Transactions, Sales Tax, Sales Transactions, Stock Valuation, Trading Summary
Promotion Reports	Promotion Summary
Sales Summary	Average Transaction, Daily Sales Summary, Financial Performance, Gift Card Product and Tender Summary, Sales Analysis by Hour, Stock Ledger Sales, Store Performance, Tax Exemptions, Transaction Totals, User Sales
Time and Attendance	Time and Attendance Report Items
Tender	Card Transactions, Credit Note Outstanding Balances, Gift Card Outstanding Balances, Manufacturer Coupon Transactions, Tender Totals, Tender Totals Pie Chart, Terminal X Report
Voucher	Voucher Outstanding Balances

Accessing Menu Maintenance

Navigate to Menu Maintenance using the Search or the path:

Configuration > System > Menus

The Menu Maintenance list is displayed, showing all configured menus:

The Menu Maintenance list shows all configured menus. Select the edit icon on the Estate Manager or Back Office menu to add new report menu items.

Field	Description
Menu Set	The application set the menu belongs to, e.g. Web Maintenance for Estate Manager or Back Office.
Role	The user role this menu applies to.
Menu Group	The menu group within the set.
Menu ID	The unique identifier for the menu.
Name	The display name of the menu.

Adding a Report Menu Item

The following example demonstrates adding the Product Sales report. The same steps apply to any web report.

Phase 1 - Navigating to the Report Folder

1. Open the Menu: Access and edit the specific Estate Manager or Back Office menu where the report will be added.

2. Locate the Folder: Navigate to the Report Menu Folder.

3. Expand Reports: In the menu list, locate the Reports section and click the "+" icon to expand the folder.

In the menu tree, locate the 5 - Reports folder and click the "+" icon to expand it and reveal the report category sub-folders.

4. Select Category: Navigate to the Product Reports sub-folder (or the specific category required) and select it.

5. Initialize New Item: Click the Add button at the bottom of the Menu Maintenance screen.

6. Confirm Item Type: Select Add a new Execute Process Item to confirm the creation of the new entry.

Click Add at the bottom of the screen, then select Add a new Execute Process Item from the item-type dropdown to create a new report menu entry.

Phase 2 - Configuring the General Tab

Navigate to the General tab and populate the fields using the following configuration:

Field	Value / Description
Application Process to Run	Maintenance Run Report
ID	Refer to the Report ID Reference below for the appropriate Report Definition ID. (e.g. Product/ProductSalesV2)
Item Label	The display name for the report (e.g. Product Sales)
Item Message ID	The message key (e.g. PRODUCT_SALES)
Item Message Base	Maintenance/DefaultMenu/RetailProcessingMenuMessages
Image URL	The icon filename for the menu tile (e.g. productsales.svg)

Report ID Reference

Use the following table to identify the correct Report ID when configuring the ID field on the General tab:

View all Report IDs

Report ID	Report Name
Exception/ActivityStatistics	Activity Statistics Report
SalesSummary/AverageTransaction	Average Transaction Report
CashManagement/BankingTransactions	Banking Transactions Report
Product/BestWorstSellersByUnits	Best / Worst Sellers Report By Units
Product/BestWorstSellersByValue	Best / Worst Sellers Report By Value
Product/BestWorstSellingStylesByUnits	Best / Worst Selling Styles By Units
Product/BestWorstSellingStylesByValue	Best / Worst Selling Styles By Value
Tender/CardNumberTemplate	Card Number Template (Test) Report
PaymentPortal/CardRegistrationSummaryReport	Card Registration Summary Report
Tender/CardTransactions	Card Transactions Report
CashManagement/CashOnHand	Cash On Hand Report
CashManagement/CashOnHandV2	Cash On Hand Report (Revised)
CashManagement/CashUpSummary	Cash Up Summary Report
CashManagement/CashUpSummaryV2	Cash Up Summary Report (Revised)
Tender/CreditNoteOutstandingBalances	Credit Note Outstanding Balances Report
CustomerOrder/CustomerOrderItemTotals	Customer Order Item Totals Report
CustomerOrder/CustomerOrderTotals	Customer Order Totals Report
SalesSummary/DailySalesSummary	Daily Sales Summary Report
InventoryManagement/DispatchNotePrint	Dispatch Note Print Report
InventoryManagement/DistributionOrderPrint	Distribution Order Print Report
ICCReader/DuplicatedICCReaders	Duplicated ICC Readers Report
Employee/EmployeeBalance	Employee Balance Report
Employee/EmployeeSales	Employee Sales Report
Users/ExpiredUsersByAssociatedLocations	Expired Users By Associated Locations
SalesSummary/FinancialPerformance	Financial Performance Report
SalesSummary/FinancialPerformance2	Financial Performance Report (Revised)
Tender/GiftCardOutstandingBalances	Gift Card Outstanding Balances Report
SalesSummary/GiftCardTenderAndProductSales	Gift Card Product and Tender Summary
CashManagement/GuidedDayEndOverview	Guided Day End Overview Report
ICCReader/ICCReaderConnections	ICC Reader Connections Report
CashManagement/IncomeExpenseTransactions	Income Expense Transactions Report
CashManagement/IncomeExpenseTransactionsWithNotes	Income Expense Transactions With Notes
InventoryManagement/WMS/InventoryPickListPrint	Inventory Pick List Print Report
InventoryManagement/InventoryReceiptPrint	Inventory Receipt Print Report
InventoryManagement/LocationTransfers	Location Transfers Report
Tender/ManufacturerCouponTransactions	Manufacturer Coupon Transactions Report
Product/MMGSummaryPieChart	MMG Summary Pie Chart
Product/MMGSummaryPieChartV2	MMG Summary Pie Chart (Revised)
Product/MMGSummary	MMG Summary Report
Product/MMGSummaryV2	MMG Summary Report (Revised)
CashManagement/OutlayByTransaction	Outlay By Transaction
CashManagement/OutlayReturnByTransaction	Outlay Return By Transaction
CashManagement/OutlayTransactions	Outlay Transactions
CashManagement/Overview	Overview Report
PaymentPortal/PaymentTransactionSummaryReport	Payment Transactions Summary Report
Product/PriceChanges	Price Changes Report
LabelPrinting/ProductLabellingPrintSheet	Product Labelling Print Sheet
Product/ProductSales	Product Sales Report
Product/ProductSalesV2	Product Sales Report (Revised)
Promotion/PromotionSummary	Promotion Summary Report
InventoryManagement/PurchaseOrderPrint	Purchase Order Print Report
Exception/ReasonCodeByWeekday	Reason Code by Weekday Report
Exception/ReasonCodeByWeekdayV2	Reason Code by Weekday Report (Revised)
InventoryManagement/ReceiptDiscrepancyReport	Receipt Discrepancy Report
Product/Replenishment	Replenishment Report
Product/ReplenishmentV2	Replenishment Report (Revised)
Product/Returns	Returns Report
Product/RollingReplenishmentStockLedger	Rolling Replen. Stock Ledger Report
Product/RollingReplenishment	Rolling Replenishment Report
Product/RollingReplenishmentV2	Rolling Replenishment Report (Revised)
CashManagement/SafeDiscrepancies	Safe Discrepancies Report
SalesSummary/SalesAnalysisByHour	Sales Analysis by Hour Report
Product/SalesTax	Sales Tax Report
Product/SalesTransactions	Sales Transactions Report
PaymentPortal/SettlementStatusSummaryReport	Settlements Status Summary Report
InventoryManagement/StockAdjustmentPrint	Stock Adjustment Print Report
SalesSummary/StockLedgerSales	Stock Ledger Sales Report
Product/StockLevels	Stock Levels
InventoryManagement/StockTakeSummariesReport	Stock Take Summaries Report
InventoryManagement/StockTakeSummaryPrint	Stock Take Summary Report
Product/StockValuation	Stock Valuation
SalesSummary/StorePerformance	Store Performance Report
SalesSummary/StorePerformance2	Store Performance Report (Revised)
InventoryManagement/SupplierReturnPrint	Supplier Return Print Report
TAActivity/TAActivityReportItems	TaActivity Report Items
SalesSummary/TaxExemptions	Tax Exemptions Report
CashManagement/TenderBagCollection	Tender Bag Collection
CashManagement/TenderBagCollectionByTransaction	Tender Bag Collection By Transaction
CashManagement/TenderBagCollectionWithoutValue	Tender Bag Collection Without Values
Tender/TenderTotalsPieChart	Tender Totals Pie Chart Report
Tender/TenderTotalsPieChartV2	Tender Totals Pie Chart Report (Revised)
Tender/TenderTotals	Tender Totals Report
CashManagement/TerminalDiscrepancies	Terminal Discrepancies Report
Exception/TerminalExceptions	Terminal Exceptions Report
CashManagement/TerminalFloatRequest	Terminal Float Request Report
Tender/TerminalX	Terminal X Read Report
Tender/TerminalXV2	Terminal X Read Report (Revised)
Product/TradingSummary	Trading Summary Report
Product/TradingSummaryV2	Trading Summary Report (Revised)
SalesSummary/TransactionTotals	Transaction Totals Report
SalesSummary/TransactionTotalsV2	Transaction Totals Report (Revised)
Exception/TransactionVoids	Transaction Voids Report
ICCReader/UnexpectedICCReaders	Unexpected ICC Readers Report
Exception/UserExceptionAnalysis	User Exception Analysis Report
SalesSummary/UserSales	User Sales Report
SalesSummary/UserSalesV2	User Sales Report (Revised)
Voucher/VoucherOutstandingBalances	Voucher Outstanding Balances Report

tip

A full list of report definitions can also be found in Report Definition Maintenance in the Estate Manager. Filter by Report ID to locate the definition you need.

Phase 3 - Configuring the Data Tab

1. Configure Data Tab: Navigate to the Data tab to link the menu item to the specific report definition.

2. Set Definition ID: Locate the field enactor.coreReporting.ReportDefinitionId. In the Value column, enter the correct Report Definition ID (e.g. Product/ProductSalesV2).

note

This ensures the menu item executes the correct report logic when selected by the user.

3. Commit Changes: Click Save to finalise the menu item configuration, then click Save again on the main screen to update the entire menu structure.

4. Refresh Session: Sign out and sign back into the application for the changes to take effect.

This completes the Basic Web Reports configuration.

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Configuration Steps - Enhanced Web Reports Configuration

This section covers the enhanced web reports introduced with the Q1 2026 release. These reports provide significantly reduced report generation times and improved maintainability.

The following table lists all enhanced reports and indicates which require new menu items to be configured:

Report	Requires Menu Configuration?
Banking Transactions	No
Cash On Hand	Yes
Cash Up Summary	Yes
Daily Sales Summary	No
MMG Summary	Yes
MMG Summary Pie Chart	Yes
Product Sales	Yes
Promotion Summary	No
Reason Code By Weekday	Yes
Replenishment	Yes
Rolling Replenishment	Yes
Sales Analysis By Hour	No
Tender Totals	No
Tender Totals Pie Chart	Yes
Terminal Discrepancies	No
Terminal Exceptions	No
Terminal X	Yes
Trading Summary	Yes
Transaction Totals	Yes
Transaction Voids	No
User Exception Analysis	No
User Sales	Yes

info

Reports marked No will use the existing menu events and do not require any changes. Reports marked Yes must be added as new menu items following the steps below.

Adding Enhanced Report Menu Items

To add the enhanced reports that require menu configuration, navigate to Menu Maintenance in the Estate Manager.

Configuration > System > Menus

Follow the same steps as the Basic Web Reports Configuration above:

1. Edit the Estate Manager or Back Office menu.
2. Edit the report menu item and on the General tab, add V2 to the end of the ID field.
3. On the Data tab, set the enactor.coreReporting.ReportDefinitionId value to the correct V2 Report Definition ID.

A full list of enhanced Report Definition IDs can be found in Report Definition Maintenance. Filter by Report ID containing v2 to see all available enhanced definitions:

The Report Definition Maintenance screen lists all available report definitions. Filter by v2 in the Report ID field to find all enhanced report definitions. Use the Report ID value as the ReportDefinitionId on the menu item Data tab.

Field	Description
Report ID	The unique identifier for the report definition. Use this value as the ReportDefinitionId on the menu item Data tab.
Name	The display name of the report definition.

Enhanced Report Definition Reference

The following table provides the Report Definition IDs for all enhanced reports that require menu configuration:

Report	Report Definition ID
Cash On Hand	CashManagement/CashOnHandV2
Cash Up Summary	CashManagement/CashUpSummaryV2
MMG Summary	Product/MMGSummaryV2
MMG Summary Pie Chart	Product/MMGSummaryPieChartV2
Product Sales	Product/ProductSalesV2
Reason Code By Weekday	Exception/ReasonCodeByWeekdayV2
Replenishment	Product/ReplenishmentV2
Rolling Replenishment	Product/RollingReplenishmentV2
Tender Totals Pie Chart	Tender/TenderTotalsPieChartV2
Terminal X	Tender/TerminalXV2
Trading Summary	Product/TradingSummaryV2
Transaction Totals	SalesSummary/TransactionTotalsV2
User Sales	SalesSummary/UserSalesV2

Click Save to complete adding each enhanced report menu item, then click Save again to save the menu. Sign out and sign back in for the changes to take effect.

This completes the Enhanced Web Reports configuration.

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Configuration Steps - Broadcasting

To deliver the updated menu configuration to the Back Office devices, broadcast the following entity:

• Menus

info

Menu changes must be broadcast to the Back Office devices that use the updated menus. Users must sign out and sign back in after the broadcast for the changes to take effect on their session.

This completes the Broadcasting configuration.

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About This Document

(c) 2026 Enactor Ltd

All documents produced by Enactor Ltd are supplied to customers subject to Copyright, commercial confidentiality, and contractual agreements and must not be copied or transferred without permission.

Document Context

This document is part of the Enactor Product Documentation Series. All Enactor products include a comprehensive documentation set designed to improve understanding of the product and facilitate ease of use.

Document Inquiries

If you find that a document is inaccurate or deficient in any way, please contact:

Email: documentation@enactor.co.uk

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Document History

Version	Status	Issue Date	Author	Reason for Issue	Software Version
1.0	Initial Draft	30 March 2026	Hadhi Jawahir	Initial Version	2.7.1784.35
1.1	Document Update	27 April 2026	Shenol Silva	Added report menu item configuration and report definitions reference	2.7.1795.1940