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| Note |
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Do not press the tab key or click on the next available blank row. This will automatically create a new tax row. If a new row is created, simply click on any field in the blank row and press the delete key on your keyboard to remove it. |
Tax
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Summary Report
There are multiple reports available in the eGenuity Software. The Tax Summary Report displays the Tax Description, Tax Rate and Total Taxes Collected for the specified Date Range, grouped by Store. The system also allows you to modify the report using the Data Explorer feature as detailed in the video below report contains store and tax information that can be filtered by date ranges and time periods. By using the report’s Data Explorer function, the report layout can be edited to create and save new layouts of the selected report.
Video
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Step-by-step
Data Explorer within Existing Reports
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Opening the Tax Summary Report
To open the Tax Summary report:
Select the Business Management tab.
Select the Reports icon.
Select a report from the available list.
Update the parameters for the report as needed, on the right-hand side.
Select the Explore button.
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Editing the Report Layout in Data Explorer
The top section of the Data Explorer window you have has the following layout editing options:
Choose Layout - If any layouts have been saved, they can be selected here.
Show All Columns - Includes all fields in the report.
Hide All Columns - Removes all fields from the report.
Visible (checkboxes to the right of the field names) - excludes specific fields by unchecking the visible box.
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In the The bottom section of the Data Explorer window, you can change the order of the columns as well as group the report data by a specific column.
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To reorder the columns click on a column header and has the following report layout editing options:
Reorder columns - Columns can be reordered by clicking on the column header and, without releasing the click,
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dragging it to the left or right
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to new position and then releasing the click.
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Group columns - Column data can be grouped by clicking on the column header and
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, without releasing the click, dragging it to the gray area as pictured below:
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Once the report
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You also have the option to Delete an existing layout that is no longer needed. To Delete:
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Select the layout from the layout drop down menu.
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Click on the Delete Icon.
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layout has been modified, the following options are available:
Save the layout to use later.
Print the report with selected layout.
Delete the layout.
Export the report with selected layout to Excel.
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| Info |
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To delete a layout that is not currently open, choose it from the layout dropdown box in the top section of the Data Explorer window and click on the Delete Layout icon. |