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Procedure documentationAuthorization Report

Procedure

The Authorization report provides information on all transactions during a time period in which authorization was required, and shows the status of that authorization.

To generate the Authorization report:

  1. On the Report menu, click Authorization. The Authorization Report Criteria window appears.

  2. To specify the report period, choose one of the following:

    • If you want the report period to be for today’s date, click Current Business Date

    • If you want the report period to be for yesterday’s date, click Previous Business Date

    • To select a range of dates for the report period, click Period and type a date range in the fields, or click the button beside the fields and select a date from the pop-up calendars. Click OK.

  3. Under Query Criteria, choose what you want to include in the report:

    • To include all function, click All Functions or click Function and select a function from the list

    • To include all cashiers, click All Cashiers or click Cashier and type a cashier ID

    • To include all sources, specific tenders, or types of non-merchandise, click All Sources, or Tender, or Non-Merchandise and select the appropriate item from the list

    • To include all, a designated group of registers, or a specific register, click All Registers or click Register Group or Register and type the appropriate ID.

  4. To include only vouchers in the report, click Voucher Only.

  5. Under Group By, choose one of the following:

    • To group items under their function, click Function

    • To group items under their source, click Source.

  6. To clear the information and make new selections, click Reset Criteria.

  7. Click Generate Report.