Skip to content
WAIOHelp Desk

Find and run a report

Where
Portal
You need
Reports Menu & Home Page (Access)

Every report opens the same way: pick it from the Reports list, set the filters, click Apply. For the reports that close a day, see Check the end of day.

  1. In the menu, click Reports.

  2. Type part of the name in Search Reports, or pick a category on the left. Click the report’s name to open it.

    The Reports list searched for cash out, with the Cash Out report in the results

  3. Under Filters, click the dates under Period and pick a range:

    • is in the last: a number of days, weeks or months.
    • is equal to: one day.
    • is between: two dates.

  4. Pick the stores:

    • Stores (Head Office): tick the stores and click Ok. Nothing ticked means every store.
    • Store: reports that run for one store at a time.

  5. Set any other filter the report has, then click Apply.

    The Filters panel of a report with Period, Stores, Group By and the Apply button

  6. To keep a copy, click Print or Export (top right). Export opens Export Report:

    • Email Report: the file is emailed to you when it’s ready.
    • Download Now: the file downloads in your browser.

    Click Export.

    The Export Report window with Email Report and Download Now

Good to know

Section titled “Good to know”
  • An emailed export can take up to 30 minutes. Report Status (top right of the Reports list) shows each export, with Download once it’s ready.
  • Save as default keeps the Columns you’ve picked and the Report Settings switches. It doesn’t keep the filters.
  • Turn on Pinned in a report’s row to find it under Pinned. Recent lists the reports you opened last.