Introduction
This guide shows how to request exports from Head Office for outlets, you can run reports for one or more outlets in Head Office.
Where to find this
Exports are run from Head Office > Finance > Date Export
Assumptions and Points to remember when requesting exports
- Exports will only contain data from closed weeks it is therefore essential that the weeks being exported have been closed in each outlet. This is done in Company > Close Week in each outlet
- You can run a Close Period report from Head Office > Company > Reports. Green means that a week is locked, red is open, blue is locked and has been approved by a head office user
- An export will include all data not already tagged as locked, i.e. all previously unexported data, even if it is before your selected period. For example, an export for the first week in June 2016 will include any transactions made in May, April etc that haven't previously been exported.
- To ensure an export only includes data from a selected period, you will need to first run an export for the period before your chosen period to lock all previous data. You can then run your export for the chosen date.
- IndiCater will work with you the first time you run a new export to ensure all previous data is locked and therefore not included in your export. Only live exports lock the data. If a verification export has been run, the data is still available to be exported again.
- Data is locked in the database once is has been exported as a live export and it cannot be exported again.
- Once a live export has been run and the data locked, the client cannot unlock the data or re-open the week for that module. In this instance, the user will need to raise a Support Ticket detailing the requirement, for example, does the user wish to add a new transaction or amend an existing transaction as this will impact the task to be undertaken by IndiCater.
- Exports are emailed to the user's email address, normally within an hour of being requested.
Where to find this
Exports are run from Finance > Date Export
Step-by-step
Step 1. Select criteria for the report
Area: Choose area or All Areas from dropdown
Outlet: Choose outlet or All Outlets from dropdown
Data Export: Select the export you require from dropdown
Operating Year: Defaults to current year, change the year if you want to view different year.
Week / Month : Choose between Week or Month for the export data
Date Range: Select the week or Month depending on the criteria you have selected above.
Export Type: Choose Live or Verification-selecting Live will lock the file as exported, Verification
Step 2. Submit request and the report will be sent to your email address