Retail | Data Exports Reorganization

The Data Exports section is getting a facelift. Reports will be presented in a unified organization. There will no longer be a New Export section and the new reports will be featured in their respective categories.

EFFECTIVE 12/14/23

The following reports have been renamed:

Before                                                                       Updated
Daily Summary Report                         Daily Accounting Summary
Tax Summary Report                            Daily Accounting Summary
Journal Entry Report                             Daily Accounting Summary
Discount Used Report                          Discounted Transactions Report
Sales by Employee                                Master Employee Report
Shipment Bill Report                             Received Inventory Report

The New Exports below are now in the following categories:

The Administrative and Employee reporting category has been removed and the reports have been moved to their respective categories.

Transaction category has been renamed Sales

The Member reporting category has been removed and the reports have been moved to the Marketing Category along with the marketing related reports in the old Transaction category.

Summary level reports Journal Entry by Category, Inventory Snapshot by Category and Profit Loss Report are in Overview. The Frequently Used section should be preserved so that you have direct access to your most used reports still.

The following existing export reports have been moved:

The following reports are real-time reports and have been organized into the real-time category:

• All Sales Report
• Current Active Orders Report
• Inventory on Hold Report
• Inventory Valuation Report
• Total Sales with Active Orders