Differences

This shows you the differences between two versions of the page.

--- admin:shifts [2016/10/19 07:50] – matas.bilius
+++ admin:shifts [Unknown date] (current) – external edit (Unknown date) 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Shifts ======
-Shifts is an administrator feature to follow all Shifts going on in administrator's organisation. This feature is very similar to [[admin:slips|administrator Slips]]. A data management application.
+ --- [[admin:start|Back to start]]
+----
+Shifts is a part of Aardvark Reports system. Here an administrator can generate a Report regarding Shifts information.
-Shifts page consists of four different tabs:
+Administrator **must** click on Generate button on the left in order to retrieve the Report.
-==== Summary of shifts from-to (date and time) ====
+There are **two available** Reports in the Shifts: Detailed & Summary.
-In this tab administrator can follow all information of his organisation shifts in a summary. This summary is made up by using Filter tab on the left.
+After clicking Generate, administrator can select/deselect which of the data columns to show/hide in the Report.
-==== Filter tab ====
+In addition, administrator can also Export the report in .csv type of format.
-Filter tab in Shifts works exactly the same as in Slips. Administrator can filter all the data by choosing specific measures. Administrator can filter by date, shift range (number), market and cashier.
+Note, Exported Report won't include the data which was hidden by an administrator.
-After administrator selects his wished measures to filter data, he must click button Generate -> {{:admin:generate_button.png?nolink|}}
+==== Filter ====
-If administrator would wish the data should be filtered and refreshed by selected measures every minute, he should lock on the generation by clicking on refresh generate button -> {{:admin:repeat_generate.png?nolink|}}
+Administrator can filter Data by:
-==== Check Shift by ID tab ====
+**Date**
+  * By clicking on the Calendar and choosing specific date from-to
+  * By clicking on radio button with specified date: "Today" "Yesterday" "This week" etc.
+  * Admin can also type-in specified time
-Administrator can also get information on specific Shift, if he knows the ID number of this shift. By using //Check Shift by ID tab// administrator can type in the Shift ID, click on Check button -> {{:admin:slip_by_id_check_button.png?nolink|}} and get all information about specific Shift in Shift Log page.
+**Shifts Range**
+  * By specifying Shift ID From-to
-==== Shifts ====
+**Location**
+  * By clicking on "Location" button and selecting specific Organisation branch (group, shop)
+  * Administrator will only see branches of organisation(s) that he/she has permissions to view
-Just below the Summary of Shifts, administrator can view all shifts in his organisation. These shifts are shown in a table. This table can be exported in XLSX format for Excel. All Administrator needs to do is click on the button in Shifts Tab upper-right corner -> {{:admin:export_to_xlsx_button.png?nolink|}}
+**Till** (Hidden until Shop is selected in the Location)
+  * By selecting a Till from where a specific Cashier was working on
-Table is made out of few columns:
+**Cashier**
+  * By choosing a specific Cashier from the drop-down list
-=== Shift ID ===
+**Result**
+  * Allows administrator to view data by specified amount (default - 1000)
-Shift ID is a specific Sift identification number. Each shift gets a unique ID number that is shown in this column. By clicking on the ID, Administrator will be taken to Shift Log, where all information about that specific shift is shown.
+==== Summary Report ====
-=== Start-end time & duration ===
+In Slips, Administrator can switch between Summary and Detailed Reports.
-Start time and end time of Shift is shown in these columns. Also whole duration of the Shift.
+Administrator can also hide/show by ticking/unticking specific columns Administrator doesn't need.
-If shift is active, in //End time// column administrator will see **Active Shift**. By clicking on this, administrator can end the Shift.
+To better understand the Report and the Data in it, please familiarise with each data element in the table provided below.
-=== Shop, Till, Cashier & Negative Balance ===
+^ Column name ^ Description ^
+| Name | Name of the Organisation (Bold) and Shops; this element cannot be excluded |
-All these columns shows basic information on which shop, Till and which Cashier was working on this shift.
+| Shift Count | Amount of Shifts that was created in the Selected Date Range |
+| Currency | Currency Used for the Specific Shift |
-Negative balance Yes/No - means if the negative balance is enabled (Yes) or disabled (No) for the Shop that Shift was working on.
+| First Shift Start | Time & Date when the First Shift Started |
+| Last Shift Start | Time & Date when the Last Shift Started |
-=== Float in-out, Paid in-out, Balance & Gross Win ===
+| Paid In | Total Amount Paid In on the Shift |
+| Paid Out | Total Amount Paid Out on the Shift |
-All cash flow operations are presented in the currency that specific Shift has set (usually currency by default is set to each shop the same). There's a possibility to have different shops in different regions with different currencies.
+| Balance | Balance is Total of, Paid In excluding Paid Out |
-Columns represents all information about float, money that was paid in and paid out. Current till balance (includes float cash) and gross winnings (=paid out-paid in, excludes float).
 ----