System Parameters - Reports

     
This article explains how to configure End of Period reporting options within Elite. It focuses on settings that determine which reports are generated automatically at the close of a business day, how they are output (printed or saved as PDFs), and what data they include. 
     

Getting There

   
To get there, click the Configuration gear icon in the top right corner > App Configurations under Core Options on the left side of the screen > System Configurations.

   
Then, click Parameters > Reports tab.

  

The selections for the Reports tab are as follows:

Save as PDF—With this option checked, the end-of-day reports listed below will be saved to PDFs in the End of Period folder rather than printed.

Print Transaction Summary Report—Check this if you want the Transaction summary report printed at the close for the day. This report lists every transaction done during the day.

Print Transaction Summary Report Details—This parameter sets whether the End-of-Day Transaction Summary Report prints details or just the summary. With this unchecked, only the Operator Summary Report and Cash Drawer Summary Report will print. This option is only valid if you have checked the Print Transaction Summary Report.

Print Operator Edit Report—Check this if you want the Operator Edit Report printed at the close of the day. This report shows each transaction involving money and is grouped by operator.

Print Check and Card Report—This parameter sets whether the Check and Credit Card Report is printed at end-of-day.

Print Contracts Posted to Totals Report—This parameter sets whether the Contracts Posted to Totals Report is printed at end-of-day.

Print Item Category Income Report—This parameter sets whether the Item Category Income Report is printed at end-of-day.

Print General Ledger Entries—This parameter sets whether the General Ledger Entries Report is printed at end-of-day.

Print ALL Stores at Store #1—This parameter sets whether all the stores’ Contract Status Reports are printed at Store #1 as well as their own store. Unchecked, Store #1 will only get its own Contract Status Reports. This option is only available to multi-store systems.

Print Only Current Totals for EOD—This option limits the Totals Report from the End of Day to only show today’s totals. It will not show the weekly, monthly, or yearly totals unless the current day is the end of week, month, or year.

Print item key instead of number—This option will default certain reports to print the item key instead of the item number.

EOY Customer dollars to report—Under the Reports tab, you can set when and if a Customer Income Report will automatically be printed. Since you may just be interested in knowing which customers have spent more than x dollars with you, this parameter lets you specify x and the Customer Income Report will be limited to those customers. This report can also be run on demand from the Customer Reports option on the PROGRAM MENU.

Store Totals Report—This parameter sets the frequency for the Store Totals Report to print.

Report Header—This parameter sets the header that appears at the top of the reports. You can select different formats from the drop-down menu.