How To Exception Reports

Introduction

Enactor includes multiple forms of reporting for various purposes. Among these reports, Exception Reports can be used to analyse and identify unusual or unexpected patterns of data in POS Transactions. Exception Reports are located under the Reports section of the Estate Manager.

Navigate to the Exception Reports using the path:

Main Menu > Reports > Exception

Estate Manager navigation path showing Reports icon with arrow to Exception icon

Overview

The following exception reports are discussed in this document:

Terminal Exceptions - identify unusual and unexpected events on POS terminals
Reason Code by Weekday - review the frequency of each Reason Code and associated amounts by weekday
Transactions Void - analyse reasons and values associated with voided transactions
User Exception Analysis - analyse and identify the types of exception transactions per user
Activity Statistics - review activity statistics filtered by location, terminal, user, and date range

Exception Reports

Terminal Exception Report

Summary

This report enables users to identify unusual and unexpected events that occur on the POS. It allows the user to sort and view data based on specific, user-defined criteria.

Navigate to the Terminal Exceptions report using the path:

Main Menu > Reports > Exception > Terminal Exceptions

Estate Manager navigation path showing Reports icon, arrow to Exception icon, arrow to Terminal Exceptions icon

Filter Criteria

Enactor provides the following filter criteria to customise and obtain reports based on the user's requirements.

Filter Criteria	Description
Region	Dropdown list selection of defined Regions.
Location	Dropdown list selection of defined Locations.
Terminal	Dropdown selection from a list of all Terminals at the Location specified in a previous field. If no Location is specified all Safes and Terminals configured are shown.
User	Dropdown list selection of defined Users at the Location specified in a previous field. If no Location is specified all Users configured are shown.
Auth User	Dropdown list selection of defined Users at the Location specified in a previous field. If no Location is specified all Users configured are shown.
Exception Type	Dropdown list selection of applicable exception reason types. Multiple exception types can be selected by holding down the control key when selecting.
Exception Reason	Dropdown selection from a list of reasons for the exception type specified in the previous field. If no exception is specified, the list will be of all relevant terminal exception reasons configured.
Tender	Dropdown list selection of defined Tenders.
Date Range	The date range required is selected according to the following fields: the first three fields are the type of Date Range (Date Range, Month in Year, Week in Year, Season, or Quarter), the year (if required), and the period according to the type selected. The from/to dates default to the current date and are only applicable if Date Range is selected in the first field.

note

The Reset button resets all filters to their default values. The Back button returns to the previous screen. The Next button creates a Scheduled Job to run the report.

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.

Report Output

Once the filter criteria have been entered, the report is generated as follows.

The header section of the report indicates the filters that were selected on the criteria screen. The following table describes each column in the report.

Column Header	Description
Location	The Location(s) selected on the criteria page.
User	The User(s) selected on the criteria page.
Auth User	The Authorising User(s) selected on the criteria page.
Exception Type	The type of exception, for example keyed item, keyed card.
Exception Reason	The description of the associated reason for the exception if applicable.
Terminal	The number of the terminal on which the exception occurred.
Original Transaction	The original transaction reference if applicable.
Transaction	The number of the transaction containing the exception.
Date/Time	The date and time at which the exception occurred.
Customer ID	The ID of the Customer associated with the Transaction.
Customer Surname	The Surname of the Customer.
MMG	The MMG description associated with the exception if applicable.
Product ID	The ID of the product associated with the exception if applicable.
Description	The Description of the Product represented in the previous field.
Qty	The quantity of the product associated with the exception. A positive value indicates a sale, a negative value indicates a return.
Original Price	The original price of the item, used for price overrides only.
Value	The value of the exception.
New Price	The new price of the item, used for price overrides only.
Card Number	The card number used for the exception if applicable. This column only applies for card payments.
Card Type	The card type used for the exception if applicable. This column only applies for card payments.
Entry Method	The type of entry method, for example keyed, swiped. This column only applies for card payments.

Report Actions

In addition to the report, the following actions are available.

Button	Description
View PDF	View the report in PDF format.
Save XLS	Save the report in Excel spreadsheet format.
Save DOC	Save the report in Word format.
Back	Return to the previous screen.
Print	Send a copy of the report to an attached printer.

This completes the Terminal Exception Report.