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Overview of the End Of Day Report

1. The End of Day report is a useful tool to view transactions that have been inputted into the system during the day. It gives a summary of sales and purchases and activity planned for the week.

 

2. To view the report, from the main menu, click "Reports".

 

3. Click "End Of Day Report".

 

4. The report shows for the current day.

 

5. Click this text field to review a different date.

 

6. Use the calendar to click on the selected date.

 

7. The "Summary" portion shows new orders, requests, sales and rebates.

 

8. Order due Orders and Pick ups are shown on the report, as well as Orders/Pick-ups that are due for the week.

 

9. The total sales and purchases are listed last on the report.

 

10. NOTE: The report cannot be exported from the system, however it can be automatically emailed each evening, to an active user. See related article.

 

11. TIP! There is another "End of Day "report that is viewed only through email.

The "End of Day Log Report" details a list of changes made to transactions during the day; and the associated user name. See related article on how to receive this via email.