How to make reports?
A new feature on our platform is the creation of daily or periodic reports. Follow these instructions to obtain all the necessary reports.
If you have cash payments on your device, you are required to create daily reports and have them in your documentation at the end of each day when you have transactions.
Here's how to create a DAILY REPORT
-
Click on the 'Reports' tab
-
The first tab, Daily Report, will open and you will see an empty field on the right where PDF reports will be displayed later.
-
To create a Daily Report, click on the last icon just below the tab title
The Generate Daily Report field will open
-
When you click on this field, a window will open in the middle of the screen for selecting the device
-
Click on the 'Reports' tab
-
A window will open to select the device for which you want to create a daily report. After clicking on the device, it will be highlighted, and the device's name will appear in the empty field. Then, you need to click 'Confirm'
-
Choose the date for which you want to generate the Daily Report and click 'Generate'
-
If everything is fine with that device, you will receive a message saying that the report has been successfully generated
-
You will then be able to view the report on the right side of the screen and use these options to download or print it
For companies that require monthly or periodic reports, follow these instructions, and you'll have your report in a few clicks:
Here's how to create a PERIODIC REPORT:
-
Click on the 'Reports' tab
-
The first tab, Daily Report, will open and you will see an empty field on the right where PDF reports will be displayed later.
-
To create a Daily Report, click on the last icon just below the tab title
The Generate Daily Report field will open
-
When you click on this field, a window will open in the middle of the screen for selecting the device
-
Click on the 'Reports' tab
-
A window will open to select the device for which you want to create a daily report. After clicking on the device, it will be highlighted, and the device's name will appear in the empty field. Then, you need to click 'Confirm'
-
Choose the date for which you want to generate the Daily Report and click 'Generate'
-
If everything is fine with that device, you will receive a message saying that the report has been successfully generated
-
You will then be able to view the report on the right side of the screen and use these options to download or print it