How To Employee Reports

Introduction

The Enactor application generates a wide variety of reports for various users and purposes. These integrated reports available from the Enactor Retail System can be enhanced by custom reports produced by the company, which are then easily incorporated into the Reports User Interface.

The purpose of this guide is to demonstrate how to navigate to, filter, and interpret the Employee Reports available in the Estate Manager.

Overview

The following Employee Reports are covered in this guide:

Employee Balance Report - Shows employee account balances according to the account type criteria selected
Employee Sales Report - Shows employee sales transaction details from receipts where an employee sale was selected in POS

Employee Reports

Employee Balance Report

The Employee Balance Report shows employee account balances according to the account type criteria selected. The report displays information such as the employee number, name, card number, discount allowance, total spend, remaining balance, last spend date, and account status.

Navigate to the Employee Balance Report using the Search or the path: Reports > Employee > Employee Balance

Estate Manager navigation path: Reports > Employee > Employee Balance

note

To populate data in the Employee Balance Report, employees must have been configured with account types (e.g. Discount Balance) in Employee Maintenance.

The report displays employee account balances based on the selected filter criteria. Set the appropriate values on the Search Filters to narrow the reporting data before generating the report.

Employee Balance filter screen with Region set to United Kingdom, Location set to UK Kings Road, Date Range from 01 January 2020 to 21 February 2024, and Account Type set to Discount Balance. — Select the filter criteria for the Employee Balance report. Set **Region** and **Location** to narrow results. Use **Date Range** to define the reporting period. Select the **Account Type** from the dropdown to filter by a specific employee account type.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Date Range	The date range required to generate the report.
Account Type	Dropdown list selection of fixed employee account types.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections and reset filters to their default values.

This completes the Employee Balance Search Filters configuration.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

Viewing Report Results

Once the report has been generated, the following screen displays the employee account balances according to the account type criteria selected.

Employee Balance report showing employee entries with Employee No, Name, Card No, Discount Allowance, Total Spend, Remaining Balance, Last Spend, and Status columns. — The report displays employee account balances grouped by employee. Each row shows the **Employee No**, **Name**, **Card No**, **Discount Allowance**, **Total Spend**, **Remaining Balance**, **Last Spend**, and **Status**. Use the **View** icon to see detailed employee information.

Report Column	Description
View	Icon that enables the user to view the employee information for the selected employee.
Employee No	The ID of the employee.
Name	The name of the employee.
Card No	The card number of the employee if applicable.
Discount Allowance	The amount of monthly discount allowance for the employee.
Total Spend	The total spend of the employee in the date range specified.
Remaining Balance	The remaining balance of the employee account.
Last Spend	Date and time of the last spend for the employee.
Status	The current status of the employee account.

tip

The report output toolbar provides additional export options. Use Print, View PDF, Save XLS, or Save DOC to export the report in the required format.

This completes the Employee Balance Report.

Employee Sales Report

The Employee Sales Report displays sales figures from receipts where an employee sale was selected in POS. The report shows employee sales transaction details according to the criteria selected.

Navigate to the Employee Sales Report using the Search or the path: Reports > Employee > Employee Sales

Estate Manager navigation path: Reports > Employee > Employee Sales

note

To populate data in the Employee Sales Report, employee sale transactions must first be performed in POS. Refer to the How-To Guide Configure Employee Sales for more information.

The report displays employee sale transactions based on the selected filter criteria. Set the appropriate values on the Search Filters to narrow the reporting data before generating the report.

Employee Sales filter screen with Region set to United Kingdom, Location set to UK Kings Road, Terminal, User, Auth User, and Employee set to default, Reason Type set to Employee Sale, Reason set to Employee, and Date Range from 01 January 2020 to 22 February 2024. — Select the filter criteria for the Employee Sales report. Set **Region**, **Location**, and **Terminal** to narrow results. Use **User** and **Auth User** to filter by the transaction user and authorising user. Set **Reason Type**, **Reason**, and **Employee** to filter by transaction type. Use **Date Range** to define the reporting period.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals at the selected Location. If no Location is specified, all Terminals configured are shown.
User	Dropdown list selection of configured users for the specified location.
Auth User	Dropdown list selection of configured users for the specified location where the user has privileges to approve employee sale transactions.
Reason Type	Dropdown list selection of configured employee reason types.
Reason	Dropdown list selection of configured employee reasons.
Employee	Dropdown list of all employees at the specified location.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections and reset filters to their default values.

This completes the Employee Sales Search Filters configuration.

Wait For Report

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

Viewing Report Results

Once the report has been generated, the following screen displays the employee sales transaction details according to the criteria selected.

Employee Sales report showing transaction details with Location, User, Auth User, Reason Type, Terminal, Transaction, Date/Time, Employee ID, Employee Surname, MMG, Product ID, Description, Qty, Original Value, Discount Value, and Discounted Value columns. — The report displays employee sales transactions. Each row shows the **Location**, **User**, **Auth User**, **Reason Type**, **Terminal**, **Transaction**, **Date/Time**, **Employee ID**, **Employee Surname**, **MMG**, **Product ID**, **Description**, **Qty**, **Original Value**, **Discount Value**, and **Discounted Value**.

Report Column	Description
Location	The ID of the location.
User	The ID of the user who performed the employee sale.
Auth User	The ID of the user who authorised the employee sale.
Reason Type	The employee reason type selected during the transaction.
Terminal	The terminal number of the device on which the employee transaction was performed.
Transaction	The transaction number of the sale.
Date/Time	The date and time at which the transaction was performed.
Employee ID	The employee number or ID of the relevant employee.
Employee Surname	The last name of the employee.
MMG	The relevant MMG group of the products purchased.
Product ID	The ID of the product.
Description	The description of the relevant product.
Qty	The quantity of the products.
Original Value	The retail price of the product.
Discount Value	The reward value earned by the employee for the specific product.
Discounted Value	The product's total cost once the employee discount is applied.

tip

The report output toolbar provides additional export options. Use Print, View PDF, Save XLS, or Save DOC to export the report in the required format.

This completes the Employee Sales Report.

How To Employee Reports

Introduction

Overview

Employee Reports

Employee Balance Report

Setting Search Filters

Wait For Report

Viewing Report Results

Employee Sales Report

Setting Search Filters

Wait For Report

Viewing Report Results

Introduction​

Overview​

Employee Reports​

Employee Balance Report​

Setting Search Filters​

Wait For Report​

Viewing Report Results​

Employee Sales Report​

Setting Search Filters​

Wait For Report​

Viewing Report Results​

Introduction

Overview

Employee Reports

Employee Balance Report

Setting Search Filters

Wait For Report

Viewing Report Results

Employee Sales Report

Setting Search Filters

Wait For Report

Viewing Report Results