Running Reports in RSA

For most reports RSA's MyPos Report Generator should be able to provide you with what you need.

To get to this go to Manage > Reports > MyPos Report Generator

To look at monthly purchases by all Suppliers:

1. Under Data Set choose Supplier Transactions

2. You will be prompted to show Transaction Totals (total purchases per supplier), or Transaction History (individual purchases per supplier)

3. Put start date as start of the month and end date as end of the month

4. Click Run Report

5. To look at this in Excel - select Text file as output then copy and paste to Excel

6. Delete the top row "Report generated: Supplier Transactions"

7. Add a filter to the data by selecting the data and clicking Filter in Sort & Filter

8. Sort on Description

9. Delete the field rows with ATO fields

10. This will then provide all individual purchases by supplier

Process Complete

To run a report by Debtor:

1. Under Data Set choose Debtor Transactions

2. You will be prompted to show Transaction Totals (total purchases per debtor), or Transaction History (individual purchases per debtor)

3. Put start date as start of the month and end date as end of the month (or whatever time period you wish to look at

4. To look at an individual Debtor in the Filters field select Name, Comparison: Contains and enter the name of the debtor in the Value field

5. Click Run Report

6. To look at this in Excel - select Text file as output then copy and paste to Excel

7. Delete the top two rows "Report generated: Debtor Transactions" & "Debtor Transactions filtered by: Name Contains DEBTOR NAME"

8. Add a filter to the data by selecting the data and clicking Filter in Sort & Filter

Process Complete

How to Run Other Reports:

End of Day (manual report running)

How to Run a Negative Stock Report

How To Run A "Gift Packs" Department Stock On Hand Report

Past reports can be found by going to RSA - click Reports > View Reports Folder - each local computer has the local report. The main computer will have the combined report.