Daily Settlement Report
The daily settlement report allows to see the sales, return sales, net sales, credit sales, and payments data and totals. This reports shows all payment transactions created for business in a specific day or date range.
How to view the daily settlement report
- Open Back Office
- Click Reports Section or use shortcut key (Alt+R) the reports section willbe open.
- See Sales/Purchase Reports sections.
- Click Daily Settlement Report to view the report.
- The Daily Settlement Report will be shown for the current date.
- Change Start Date and End Date.
- The report will be automatically refreshed with the values for new dates selected.
Tip
Use Export All options to export the report details in to comma seperated CSV file.
Schedule Report
Set up a multiple schedule report to run daily, weekly or monthly and automatically send the results to the users who need them. Click on the Schedule Report button on the top right corner of the sales item summary Reports. It will open the Schedule report page.
To schedule a report:
Enter the scheduling criteria:
Entered the all necessary details for the schedule, click Save to complete creating the schedule report.
| Option | Description |
|---|---|
| Schedule | Choose which frequent you need to receive the report. The frequency can be 'Daily', 'Weekly', 'Monthly', or 'Yearly'. |
| Scheduled Frequency | When selecting the frequency, available fields are enabled others are disabled. Daily: Run a report daily for the selected schedule time. Weekly Run a report weekly for the selected weekdays and schedule time.Monthly: Run a report monthly for the selected date and scheduled time. Yearly: Run a report yearly for the selected month, date, and scheduled time. |
| To Email Id | Enter the email address to which the report should be sent. |
| Email Subject | Enter the subject of the emailed reports. |
| Email Body | Enter the body text of the emailed reports. |
| Send reports for: Branch |
Select the branch name of which branch reports data sent to email. |
| Previous | Select the previous period in this field. If you want the last 5 days report, enter 5 then choose the days in the drop-down of the next fields. |
| Days/month/year | Select the days/month/year for the previous period. |
Profile
The report will run on the scheduled day and time. After the report is scheduled, it appears on the profile sections in the O2VEND Back office.
Go to the profile page, and see a list of scheduled reports. If needed to make any changes in a scheduled report, click the edit icon. To delete a scheduled report, click the delete icon.