How to Generate Reports in Tracepos

This guide walks you through the steps to generate reports in Tracepos based on the screen recording. Follow the instructions below to create a report, such as the "Sales Summary Report," using Tracepos.

Steps to Generate Reports

1. Log in to Tracepos

• Open your web browser (e.g., Google Chrome).
• Navigate to the Tracepos login page by typing in the URL.
• Enter your email or phone number in the login field.
• Click on the Login button.

2. Access the Dashboard

• Once logged in, you'll be taken to the Dashboard. This dashboard provides an overview of your inventory and other business metrics.
• Scroll down if necessary to view all sections of the dashboard.

3. Navigate to the Reports Section

• In the menu on the left-hand side of the dashboard, locate the Reports option (represented by a bar-chart icon).
• Click on the Reports menu item to open the reports section.

4. Choose the Type of Report

• Once in the reports section, you'll be able to select different types of reports.
• For example, to generate a Sales Summary Report, scroll through the list or use the search feature to find the report you're interested in.

5. Generate the Report

• After selecting the desired report (e.g., Sales Summary), click on it to open the report configuration page.
• Scroll down if necessary to view the available filters and settings.
• Apply filters such as date range, product categories, or locations if needed.
• Click the Generate button to create the report.

6. Save or Print the Report

• Once the report is generated, you can scroll through the data to review the details.
• To save the report, click on the Save As option.
• A dialog box will appear where you can choose the file format (e.g., PDF, Excel) and the destination folder.
• After making your selection, click Save.

7. Accessing the Admin Section (Optional)

• If necessary, you can access additional administrative options by clicking on the Admin tab in the top right corner of the interface.
• This allows you to manage report settings or other administrative tasks.

Summary

By following these steps, you can easily generate, view, and save various types of reports in Tracepos, such as sales summaries, inventory reports, and more. If you encounter any issues, make sure your filters are correctly applied and that you're logged in with the appropriate access rights.

If you need more detailed assistance, feel free to explore the help section within Tracepos or contact your support team.