Catalog section · RPT

Report engine

16 planned items in Reports & Analytics.

Date range & presets

RPT-0105 Planned Lite and Pro Core

Today, week, month, custom, fiscal

Depends on: RPT-0001

Filters & grouping

RPT-0106 Planned Lite and Pro Core

By outlet, employee, etc

Depends on: RPT-0001

Drill-down

RPT-0107 Planned Lite and Pro Standard

Click through to documents

Depends on: RPT-0001, RPT-0106

Save report configs

RPT-0108 Planned Lite and Pro Standard

Saved views

Depends on: RPT-0001

Report export CSV

RPT-0109 Planned Lite and Pro Core

Report — Report engine: Report export CSV; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Report export XLSX

RPT-0110 Planned Lite and Pro Core

Report — Report engine: Report export XLSX; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: PLAT-0024, RPT-0001

Report export PDF

RPT-0111 Planned Lite and Pro Core

Report — Report engine: Report export PDF; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: PLAT-0023, RPT-0001

Report print (A4 / thermal)

RPT-0112 Planned Lite and Pro Core

Report — Report engine: Report print (A4 / thermal); filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Scheduled report generation (local file)

RPT-0113 Planned Pro Optional

Auto-generate files

Depends on: RPT-0001

Report charts

RPT-0114 Planned Lite and Pro Standard

Bar/line/pie

Depends on: RPT-0001

Custom report builder

RPT-0115 Planned Pro Optional

Choose fields and filters

Depends on: RPT-0001

Report access permissions

RPT-0116 Planned Lite and Pro Standard

Per role

Depends on: RPT-0001

Report timezone and day-boundary setting

RPT-0117 Planned Lite and Pro Core

Business day cut at e.g. 04:00

Depends on: RPT-0001

Report currency toggle

RPT-0118 Planned Lite and Pro Standard

PEN/USD display

Depends on: RPT-0001

Report comparison periods

RPT-0119 Planned Lite and Pro Standard

Compare

Depends on: RPT-0001

Report caching & recompute

RPT-0120 Planned Lite and Pro Standard

Performance on large datasets

Depends on: RPT-0001