Having accurate reports that are available at your fingertips is important for your business. It allows you to make concise decisions at important times.
Your humble Till allows you to pull specific reports in either PDF or Excel, wherever you are and with just a few clicks.
Your humble Till allows you to pull specific reports in either PDF or Excel, wherever you are and with just a few clicks.
Here are a few simple steps on how to pull your reports from your humble Till on iPad in excel.
1. On the humble till homepage navigate to and click on the Reports tab.
By doing this, you have access to a host of reports relating to your store/s, depending on the information you are after.
Sub-Headings on the left of the screen offer you reports relating to:
Sub-Headings on the left of the screen offer you reports relating to:
Sales
- Gross Profit
- Gross Profit by Sales Person
- Gross profit by Sales Person by product
- Sales Audit Trail
- Sales Daily Summary
- Sales Per Customer
- Customer Statement
- Sales by Supplier
- Top Selling Items
- Top Customers
- Customer Purchase Summary
- Customer purchase Details
Stock
- Adjustment Reprint
- Transfer
- In Stock
- Item Audit
- Serial Age Analysis
- Serial Item Audit
- Serials In Stock
- Stock Take
- Stock Take Adjustment
- Supplier Summary
- Supplier Transaction Reprint
- Supplier Order Reprint
Cash Up
- Cash Up Reprint
- Cash Up Summary
- Payments
- SnapScan Payments
Audit
- Staff Audit Log
2. Choose from the Report Sub-Headings on the left, followed by selecting the report that you would like to download. If applicable and you have more than one store, choose the store that you would like to see a report for, followed by the date ranges you would like to view.
4. Once you have chosen the report parameters simply navigate to and click on the tab Download Excel.
A pop up will appear, displaying the message Fetching report from the cloud for a few seconds and then the report in excel will appear.
5. The Report you selected will now appear in excel, you have the option of either emailing this report or printing it directly by tapping the action key in the top right corner.
0 Comments