Operator Exceptions

Initial (Main Search) Screen

  • From the Reports > Exception Reports menu, select Operator Exceptions.

  • An initial search screen (like the one shown below) should appear.

Screenshot of the Operator Exceptions application.

  • Click Clear to reset the search criteria back to their default values.

  • The user must select a store from their store visibility list.

Screenshot of the Operator Exceptions application.

  • The user may select one or more operators from the Operator drop-list by checking the box next to the name.

  • The user may select a Period and Start Date to filter the results, default period is Daily starting today.

  • Periods are Daily, Weekly, Monthly, Qtrly, and Yearly.

  • The Start Date has a default value for each of the period values and may also be manually set.

Screenshot of the Operator Exceptions application.

  • Click Search, the results will display like the following:

Screenshot of the Operator Exceptions application.

  • If there is data from multiple operators, a summary row is added with the totals from all operators.

Results Grid

The results grid always contains the following columns, each operator gets a row in the results.

  • Operator Name - the name or ID of the operator

  • Sales Item Count - the number of items sole

  • Returns Item Count - the number of items returned

  • Sales Manual Disc Count - the number of items sold with a manual discount

  • Returns Manual Disc Count - the number of items returned with a manual discount

  • Sales Price Override Count - the number of items sold with a price override

  • Returns Price Override Count - the number of items returned with a price override

  • Sales Item Void Count - the number of sales items that were voided in the transaction

  • Returns Item Void Count - the number of return items that were voided in the transaction

  • Sales Tran Void Count - the number of sales transactions that were voided

  • Returns Tran Void Count - the number of return transactions that were voided

  • Post Void Sales Tran Count - the number of sales transactions that were post voided

  • Post Void Returns Tran Count - the number of return transactions that were post voided

  • Tax Exempt Sales Tran Count - the number of tax exempt sales transactions

  • Tax Exempt Returns Tran Count - the number of tax exempt return transactions

  • Suspended Sales Tran Count - the number of suspended sales transactions

  • Suspended Returns Tran Count - the number of suspended return transactions

  • Resumed Sales Tran Count - the number of resumed sales transactions

  • Resumed Returns Tran Count - the number of resumed return transactions

  • No Sale Count - the number of no sale transactions

  • Manual Return Item Count - the number of items returned without using integrated returns

Other Commands

Export

The Export function allows the user to save the report as a comma-separated values (CSV) file for use in Excel. Once you have a result set that’s filtered as desired, click the Export button. The file is saved as OperatorExceptions_yyyy-m-d.csv in the default location, typically the Downloads folder for the user.

Print

The Print function allows the user to save the report as an Acrobat PDF file for viewing/printing in Adobe Acrobat Reader. Once you have a result set that’s filtered as desired, click the Print button. The file is saved as OperatorExceptions.pdf in the default location, typically the Downloads folder for the user.