This feature is useful for reports that you run frequently. You can set up a report to run automatically on daily, weekly, or monthly intervals and/or set up a button on the bottom ribbon of the Report module to run the report with predefined settings. 

In Paladin, you can create nine Report Presets by defining the F1 through F9 keys as shortcut buttons. You can also manually trigger a Report Preset by selecting the Preset Number.

This article provides instruction and information on the following:

How to create a Report Preset

  1. In Paladin, on the top ribbon, select the Reports module.
  2. Select the report that you want to schedule.
  3. On the bottom ribbon, click F11 Create Preset .
  4. In the Report Preset Settings pane, select an unused Report Preset number. 
  5. In the Additional Settings pane, in the Button name box, enter a name for the report preset.  
  6. In the Schedule Report list, select the automatic report interval. If you don’t want the report to run automatically, select None. In both cases, the report will appear on the bottom ribbon. You can run it at any time by clicking the report button on the bottom ribbon or by pressing the corresponding function key.
  7. Click F12 Next.
  8. Specify the report settings, and then click F12 Save Preset.

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How to edit a Report Preset

You can change the reports assigned to each button or change settings within the report preset.

  1. In Paladin, on the top ribbon, select the Reports module.
  2. On the bottom ribbon, click Edit Preset.
  3. In the Edit Report Preset window, in the Report Preset Settings pane, highlight a report preset.
  4. In the Additional Settings pane, in the Button Name box, enter a name.
  5. In the Schedule Report list, select a time frame for creating the report, and then click F12 Next.
  6. In the Suggested Order Report window, enter or select information in the Report Settings pane, Additional Settings pane, and Sorting Options pane, and then click F12 Save Preset.

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How to delete a Report Preset

You can delete a Report Preset if it is no longer needed as an automatic report.

  1. In Paladin, on the top ribbon, select the Reports module.
  2. On the bottom ribbon, click Edit Preset.
  3. In the Report Preset Settings pane, highlight a report preset.
  4. In the Additional Settings pane, click F10 Delete. The report preset and scheduled events will be deleted.
  5. Click F11 Exit.

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How to set up a Scheduled report start time

You can schedule when to run a report, including just before opening or closing your store.

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Company tab.
  3. In the Report Options pane, in the Scheduled Reports Start Time box, enter the start time.
    Note :You must use the 24-hour timeframe.
  4. Click Save, and then click Close.

Notes:

  • Because Paladin processes one report at a time, the report may be slightly behind schedule.
  • The Preset Report Viewer will automatically delete reports according to the following schedule:
    • Monthly reports:13 months
    • Weekly reports:14 days
    • Daily reports:1 month plus 5 days
  • To archive these time-sensitive reports, contact your store’s network administrator.

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How to change a location for scheduled reports

You can change the location of stored scheduled reports from the default location in the Paladin POS Reports folder.

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Company tab.
  3. In the Report Options pane, in the Scheduled Reports Network Share box, enter the new location.
  4. Click Create to share the scheduled reports on the network.
    Note: If you cannot create the share folder, contact Paladin Customer Support.
  5. Click Save, and then click Close.

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How to view auto-generated reports

You can find copies of any report that is automatically generated.

  1. In Paladin, on the top ribbon, select the Reports module.
  2. On the bottom ribbon, click F10 Recall Reports.
  3. In the Recall Reports window, highlight the report, and then click F12 Recall.
  4. To remove a stored report, highlight the report, and then click Delete.

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If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/29/22