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Transaction Enquiries and Reports

Transaction Enquiries and Reports​

Slide 9

Objectives​

Objectives

At the end of this session, you will be able to:

  • Use the Retail Transaction Archive to search for specific transactions
  • Understand the types of data captured within a transaction
  • Understand the Enactor Reports available for transaction analysis
  • Use POS and Back Office Reports

Practical Exercise

  • Transaction Enquiry Exercises

Topics​

  • Retail Transaction Archive - searching and viewing transaction data in the Estate Manager
  • Reports - using POS and Back Office Reports for transaction analysis

Exercise 1 - Transaction Enquiry​

Using the Retail Transaction Archive:

  1. Search for transactions from your Store, carried out on your POS Terminal, on specific dates (e.g. yesterday/today)
  2. Can you identify any Refund transactions in the results?
  3. How can you find the details of a specific transaction?
  4. How could you reprint a transaction receipt?

Further Reading​

For additional information and further reading on Transaction Enquiries and Reports, please see the following guides:

DocumentDescription
How to: Retail Transaction ArchiveUsing the Retail Transaction Archive to search and view transaction data
How to: Store Web ReportsConfiguring and using Store Web Reports
How to: Cash Management ReportsOperation reports for cash management in Estate Manager
How to: EM Product ReportsGenerating and interpreting product reports in Estate Manager
How to: EM Tender ReportsGenerating and interpreting tender reports in Estate Manager
How to: Employee ReportsGenerating and interpreting employee reports in Estate Manager
How to: Exception ReportsGenerating and interpreting exception reports in Estate Manager
How to: Promotion Summary ReportGenerating and interpreting promotion summary reports in Estate Manager
How to: Users ReportsGenerating and interpreting user activity reports in Estate Manager
How to: Voucher Outstanding Balances ReportGenerating and interpreting voucher outstanding balances reports in Estate Manager