Having your favourite reports in one convenient spot makes using your POS system much easier—you won't have to hunt around for them.
The Power of Personalisation
The ability to customise reports into a favourite area is a game-changer.
Why Customisation Matters
-Time-saving: No more sifting through menus to find the report you commonly use.
-Efficiency: It is much faster as you have them all in one spot.
Creating Your Smart List of Favourite Reports
Now, let's set up your personalised report dashboard. Trust me, it's simple.
Step-by-Step Guide
You've created a dashboard of your go-to reports in one convenient place.
The Beauty of the Favourites Section
Picture this:
-It's Monday morning.
-You've just walked into your shop.
-You want to check last week's sales figures.
Instead of clicking through multiple screens, you open your POS software, and there it is - your Weekly Sales Report in your favourites Section. It's that simple!
The beauty of this is that it grows and adjusts with you. Your favourite dashboard can change as you learn more and want different things. You're not just saving time; you're creating a tool that gives instant insights into your business performance.
Common ones that people put in there frequently are:
-Debtor trial balance
-Quick retail sales comparison
Conclusion: Your Business, Your Reports
Make sure your POS software is as you want it to be. Setting up your Favourites Section only takes a few minutes.
FAQ
Q: Where do I find my Favourites folder?
A: See here at the green arrow.
Q: How do I add favourites to the toolbar?
A: Highlight the report you want to favourite and then right-click.
