This feature is helpful for assigning the reports that you would like to run automatically or you use most often.

  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Reports module.
  3. In the Report Area pane, click a report area, and then click a sub-area.
  4. In the Report List, click a report.
  5. On the bottom ribbon, click Create Preset.
  6. In the Report Preset Settings pane, click an unused Report Preset number.
  7. In the Additional Settings pane, in the Button name box, enter a name for the Report Preset.
  8. In the Schedule Report list, select the daily, weekly, or monthly options that you want.
  9. Click F12 Next.
  10. In the Report Setting pane, enter Beginning and Ending data for the Selection values, and then enter other data that you want for your report.
  11. In the Additional Settings pane, enter the data that you want for your report.
  12. In the Sorting Options pane, enter the data that you want for your report.
  13. Click F12 Save Preset. The Preset Report will appear on the bottom ribbon as an icon with a large number.

 

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Printed on: 7/17/18