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    MC Administration Report Manager

    Uploaded by

    Kelvin Cabrera
    This document provides instructions for exporting, importing, and creating reports in the iVend Retail report manager. It describes how to export a report by searching for it, selecting it, and choosing an export path. It also explains how to import a modified report by searching for, selecting, and browsing to the new file. Details are given on creating a new report, including required fields to fill out like the report name, XML path, and group type. Valid object types for parameter reports are also listed.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    MC Administration Report Manager

    Uploaded by

    Kelvin Cabrera
    45 views8 pages
    This document provides instructions for exporting, importing, and creating reports in the iVend Retail report manager. It describes how to export a report by searching for it, selecting it, and choosing an export path. It also explains how to import a modified report by searching for, selecting, and browsing to the new file. Details are given on creating a new report, including required fields to fill out like the report name, XML path, and group type. Valid object types for parameter reports are also listed.

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    This document provides instructions for exporting, importing, and creating reports in the iVend Retail report manager. It describes how to export a report by searching for it, selecting it, and choosing an export path. It also explains how to import a modified report by searching for, selecting, and browsing to the new file. Details are given on creating a new report, including required fields to fill out like the report name, XML path, and group type. Valid object types for parameter reports are also listed.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    45 views8 pages

    MC Administration Report Manager

    Uploaded by

    Kelvin Cabrera
    This document provides instructions for exporting, importing, and creating reports in the iVend Retail report manager. It describes how to export a report by searching for it, selecting it, and choosing an export path. It also explains how to import a modified report by searching for, selecting, and browsing to the new file. Details are given on creating a new report, including required fields to fill out like the report name, XML path, and group type. Valid object types for parameter reports are also listed.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 8

    iVend Retail

    CitiXsys| Support Documentation

    Report Manager
    Management Console>>Administration>>Report Manager
    iVend Retail
    CitiXsys| Support Documentation

    Exporting Report and Forms


    In Management Console>> Administration>>Report Manager
    1. Search for the Report you want to export by keying in the report id or description
    2. Click F1 or F1 search Button or Click Enter. System to display all report having the parameter
    keyed in. Highlight the report/form.
    3. Click F8 or Export Button.

    4. Select path where you want to save the file and click Save.

    System to show that the report was successfully exported


    iVend Retail
    CitiXsys| Support Documentation

    For format layout like Transaction Receipt, Transaction Delivery Receipt, only crystal report
    will be exported. For reports with parameter, Crystal report and XML file will be generated

    Importing Forms
    To import forms/layout go to Management Console>> Administration>>Report Manager
    1. Search for the Report you want to import by keying in the report id or description
    2. Click F1 or F1 search Button or Click Enter. System to display all report having the parameter
    keyed in. Highlight the report/form.
    3. Click F4 or F4 Edit Button.

    4. Click button and browse for the path of the modified crystal report
    5. Click OK
    iVend Retail
    CitiXsys| Support Documentation

    In order for the modified report to take effect, please ensure the following:
    1. Update the Print type in Retail Configuration>>Print Profile as crystal report
    2. In case POS is open at the time of modification, user should restart the POS by clicking the
    Ivend Icon (the upper left corner of the POS)>>POS Operations>>Shut Down Terminal
    3. Default printer should be online

    Print type Select Printer selection should be selected in case when user is printing the document
    to other printers. In this case, system will show all the attached printer in the terminal and user to
    select printer and click OK
    iVend Retail
    CitiXsys| Support Documentation

    Creating a Report
    1. To create new report go to Management Console>> Administration>>Report Manager and
    click F3 or F3 New Button.

    2. Fill in necessary information

    FIELD REMARKS
    iVend Retail
    CitiXsys| Support Documentation

    This will show the name of the screen for which the sequence is
    Description being defined.
    Displays the location of the XML. Select a XML report clicking on [...]
    Report XML to browse for the location of the XML file
    Displays the location of theCrystal Report. Select a Crystal report
    Report Path by clicking on [...] to browse for the location of the Crystal report
    Enabled Signifies whether the report is in use or not.
    Type Signifies that this report is a custom reports

    After making changes to the reports if the user imports these


    reports into iVend, such reports will be marked as customized.

    Any new report imported in the system will be marked as


    Customized customized report. This field is for information only and is disabled.
    Document reports are those reports that are fired on posting of the
    document in iVend. For e.g. when the purchase order is saved then
    the report for the saved Purchase Order is triggered automatically.

    If a report is marked as document report then the user is


    allowed to change the format of the report but is not allowed to
    change the parameters of the report. This field is for information
    Document Report only and is disabled.
    Label Reports are used for printing the customized item labels from
    iVend. User can create item labels using the crystal report and then
    import the same into the system. Once the report then the
    customized labels can be printed using the ’’Item Label Printing‘‘
    Is Label Report menu option in the Reports Tab.
    If this flag is checked while importing a report then while issuing the
    Is Coupon Report Coupons from POS, this report can be used for printing.
    This is where the report will be saved under Management
    Console>>Reports

    Report Group Type


    iVend Retail
    CitiXsys| Support Documentation

    In case the report is exported, user must ensure that the report ID is changed or ele, system to
    show below

    For report with parameters, here are the valid Object Type Value:

    Look Up Type Value


    Free Text 0
    Date Only 1
    Time Only 2
    DateTime 3
    Decimal 4
    Integer 5
    Boolean 6
    Store Search 7
    POS Search 8
    Product Group Search 9
    Product Search 10
    Customer Group Search 11
    Customer Search 12
    Till Search 13
    User Search 14
    Payment Type Search 15
    Warehouse Search 16
    Gift Certificate Search 17

    Related video: https://knowledge.citixsys.com/iVend-retail-report-manager


    iVend Retail
    CitiXsys| Support Documentation

    Revision History

    Prepared
    Version
    Date by/ Significant Changes Reviewed by
    No.
    Modified by
    1.0 1 Oct 2014 Sandra Creation (iVend 6.2.4)
    Cosejo

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