Advanced Reporting

To improve the previous daily and weekly reports, we have developed Advanced Reporting (Scheduled Reports). With this function, you can design and create your own daily, weekly, or monthly reoprts according to your specific needs. Please visit KioskForce YouTube channel for the introduction video.

How to Run an Advanced Report

To run an advanced report, please follow these 3 steps:

Step 1. Create a Report Template

1. On the Scheduled Reports page, click the Manage Report Templates button to go to the Templates page
2. On the Templates page, click Download Report Template
3. Open and modify the downloaded template in Microsoft Excel
4. After modification, download the template as a copy (.xslx).

NOTE:
If you use the Manufacturer/Manufacturer Code/Suplier/Supplier Code to record the products’ prices, you will need to transform the format of these columns to ensure that Excel will be able to calculate prices and costs correctly. (Please refer to the tutorial video for how to create pivot tables or charts and how to transform the cell format.)

Step 2. Upload the Report Template to the System

1. On the Scheduled Reports page, click the Manage Report Templates button to go to the Templates page
2. On the Templates page, click the New Template button
3. Input the template name and upload the template file
4. Click Create to save
5. In the Operations column, click Preview to generate transaction data for the last 7 days
6. Open the downloaded file in Microsoft Excel to check if the data automatically updates to reflect the latest transactions, and if the pivot tables or charts are automatically refreshed with the new data
7. If the report template can work properly, proceed to Step 3; If not, please go back and modify the template, and ensure that all steps are followed correctly.

Step 3. Schedule the Report

1. On the Scheduled Reports page, click the New Report button
2. Input
   • Name - report name
   • Email Subject - subject of the report email
   • Schedule - schedule for sending the report. It should be in the Crontab format, which is composed of 5 parts: minute, hour, month day, month, week day (On the Crontab website, you can get an explanation of each component.) For example, if you want the report to be sent out every Monday at 7 am, you can input 0 7 * * 1.
   • Recipients - email addresses of the recipients
   • Template - report template
   • Cutoff -
     • Last Day - the report will include the transaction records of yesterday
     • Seven Days - the report will include the transaction records of the last 7 days
     • Sunday Week - the report will include the transaction records from the previous Sunday to Saturday
     • Monday Week - the report will include the transaction records from the previous Monday to Sunday
     • Last 28 days - the report will include the transaction records of the last 28 days
     • Last Calendar Month - the report will include the transaction records of the last calendar month.
3. Click Save
4. The report will run automatically, you can also click Run in the Operation column to manually run the report.

Notes

Please take notes of the following:

1. Microsoft Excel is the only tool you can use to create the report template.
2. Remember to transform the cell format if you use the Manufacturer, Manufacturer Code, Supplier, or Supplier Code to record the products’ prices.
3. After creating the Pivot Tables, check the Refresh data on file open box.
4. The uploaded template should be an Excel file(.xlsx).
5. Use Crontab to set the Schedule. (Timezone is based on Personal Profile timezone.).

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