Interface for a detailed history of all transactions and issued documents performed by users of the system. It consists of Heather (1), Filter (2) and Score (3):
Header (1)
In the Header (1) is the name of the report and a button to hide/show the filter.
Filter (2)
Filter (2) manages the data in Result (3) and you have the following options for filtering and managing the data:
| Filter | Description |
| Result | – View Operations – View Lines of operations – View Quantities |
| Period | Choose from a drop-down menu for which period to display your transactions. Works by creation date of operation. The possible options are: – Today – Yesterday – The last 7 days – Last 30 days – The last 365 days – Current month – Previous month – Current quarter – Previous quarter – Current year – Previous year – To date- shows all transactions to date, from the first entered into the system, regardless of date. |
| From date – to date | Filter by specific dates or period to display your transactions. |
| Show by | You specify what you want the Result to look like: – Operations ( will show columns with individual operations) – Groups of operations ( will merge individual operations into Sales, Orders, Logistics, Warehouse, Finance and Cash Flow) |
| Disable operations without movement | Removes all operations on which there is no movement. |
| Exclude employees without operations | Removes all employees from the list who have not made a single transaction. |
Result (3)
You can see the documents/series of documents found according to the criteria set by the Filter in the List (3). The table changes the information according to the Result type.
- When Operations View is selected, the result contains the number of operations performed by a specific user. Each line containing numbers is a link to a list of operations that form it.
- When View Rows of Operations is selected, the result contains the number of rows from the created operations. Each row containing numbers is a link to a list of rows and the operations that form it.
- When Quantity View is selected, the result shows the summed quantities in the transactions made. Each line containing numbers is a link to a list of operations that form it.