Data View
Reports are a crucial function of any retail location. They offer information about your inventory, customers, sales, and much more. With TransActPOS, not only do we make reporting easy, we offer a lot of useful tools that aid in the reporting process. The Data View feature has been around for a while, but we are constantly adding new fields and functionality to various reports. This week, we are going to take a look back at Data View and how it can benefit your store.
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Inside TransActPOS Data Viewer
Reports in TransActPOS are located under a "Reports" button on the main menu of each module. No matter which module you select Reports under, you can change modules within the Reports menu via the tabs along the top. The Help Center inside TransActPOS displays which reports offer the Data View functionality, as not all reports offer it.
If the report does offer Data View, you can click the Data View button once the report filters are set and the report is generated. When you click the Data View button, you can select the different report fields to show up within the Data View window. Once the fields you want have been selected, clicking OK will show the Data Viewer.
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The Data Viewer within TransActPOS offers reporting in a column format that allows you to filter and sort the data within the window. The Data Viewer window and column size can be resized to view more information. Left clicking the column header will sort that column. Right clicking a column header will bring up the "Set Filtering" window. Here, you can set various filters to narrow down the results of a report. Multiple filters can be set, allowing you pinpoint accuracy in locating the information you want.
If you search for "Data View" within our Help Center, you can view some helpful tips in filtering the Data Viewer. Another great feature is being able to Export it to a spreadsheet. Simply clicking the Export button will allow you to save the data as a CSV file which can be opened and edited within Excel.
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If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!
Your TransActPOS Team
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