You can set up a Exit Point Manager report and save the setup so you can print it whenever you need to. For most reports, you can specify selection criteria, such as a date range. The criteria that's available varies depending on the report you choose.
NOTE: Some of the following steps may not apply to the specific report you want to set up.
To add or edit a report:
-
Click Reports under the Exit Point Manager menu. If the menu on the left is hidden, clicktap
in the upper left corner. - To edit an existing report, find it and click its row.
- To add a new report, click Add. Then, select the report you want to set up.
- Enter a Name for the report.
- Slide Shared to "On" if you want others to be able to work with and use this report.
- Select the Transaction Type, User, or other report options. The values available here will depend on the report chosen. For more details on the various reports, see New/Edit Report screen.
- Specific - Choose this option if you want to specify a specific To and From date for the range of the report.
- Non-specific - Choose this option if you want to specify a relative To and From date for the range of the report (for example, transactions for the last two days).
- For Date Range, choose from the following:
- Click Save.
You can now preview the report, schedule the report for printing, or print the report immediately.
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