Export Transaction Report in Tagrain

Introduction

To generate a snapshot of the sale transactions, when managing the Tagrain application, you can make use of the excel based export template. This allows you to review and monitor the sale transactions for the selected store, for the date range specified. This feature is useful for managers and administrators who are responsible for application management.

Steps to Export Transaction Report Data

The steps to export the Transaction Report Data using the excel template are listed below:

1. Open the Tagrain Web application. Navigate to: Home > Reports > Transaction Report. 
2. Select a Store by clicking on the […] button.
3. Select a POS by clicking on the […] button. 
4. Specify the date range by clicking on the Calendar icon.  
5. Select a Customer by clicking on the […] button. 
6. Click on the “Export” symbol on the Transaction Report Master Screen. This will download the entire Transaction Report Master Data into an Excel sheet. This downloaded data can be further utilized for further analysis purposes.

1. The template has tooltips to assist you validate the values and information therein.
   

The table below shows the Transaction Report.xls file headers that are available to manage the sale transactions Data.

Transaction ID

This field displays the unique alphanumeric number assigned to the sale transaction.

Store

This field displays the name of the store where the sale was made.

POS

This field displays the name of the POS where the sale was made.

User

This field displays the name of the user who performed the sale.

Actual Date

This field displays the actual date in MM/DD/YYYY format, when the sale transaction took place.

Customer

This field displays the ID of the customer to whom the sale was made.

Total

This field displays the sale total amount.

Is Suspended

This field displays if the sale transaction was suspended. The available values are: True and False.

Balance Amount

This field displays the sale balance amount, if any.

Has Sales

This field is used to indicate if the sale transaction includes sale items. The available values are: True and False.

Suggested Reading

How to view Transaction Report in Tagrain?

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