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    DSS Status Report
    • 08 Jul 2024
    • 2 Minutes to read
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    Contents

    DSS Status Report

    • Updated on 08 Jul 2024
    • 2 Minutes to read
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    Article summary

    The DSS Status report provides a daily update of all imports to the Daily Sales Summary, allowing users to view a quick list of successful imports and any issues that occurred. 

    Navigation

    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select Op. Analysis.
      The screen generates a list of reports in alphabetical order.

    3. Locate the DSS Status Report.

    4. Select Customize to adjust the report parameters and run the report.

    Report Parameters

    Field

    Description

    Filter By

    Location reporting category by which to filter the report.

    Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories.

    Filter

    Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report.

    For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category.

    Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories.

    Start

    First date to to include in the report. The Start and End sate fields create a date range for which to display data.

    End

    Last date to include in the report. The Start and End sate fields create a date range for which to display data. 

    View options

    Select, save, edit, or delete a report view.
    For more information about these controls, see My Reports: Using My Reports.

    Run

    Generate the report.
    Select the arrow to Export, Email, or Print the report.

    Report Columns

    Column

    Description

    Date

    Date of the import.

    Location Name

    Name of the location associated with the DSS.

    Issue

    Provides a description of any issues that occurred. Possible issues include:

    • Missing DSS - No Daily Sales Summary is present to which data can be imported.

    • $0 DSS - DSS imported successfully but with $0 in sales.

    • Out of Balance JE - Debits do not equal credit in the sales journal entry.

    • Missing Labor JE - The POS Import Type is set to Sales and Labor for the location, but the labor journal entry shows $0.

    Balancing Adjustment Amount

    Sum of any balancing adjustments shown in the DSS.

    Email, Export, or Print the Report

    This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.

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