Page Comparison

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Petland Corporate Reporting

1. Create a User in the POS for Petland Corporate/Dale Davis with an email of dale.davis@petlandinc.com. You can set any password that you want for this user, but you will need to remember it to log in as the user to schedule the End of Day report.

2. Now that the user has been created, open the Cash Register application and log in as the Petland Corporate user you just created.

3. Go to Reports, and select the End of Day Report.

4. Schedule the Weekly End of Day Report. (Repeat the remaining steps for each location.)

   1. Click on the Scheduled tab, and then click on the “Schedule Report” button.

   2. Choose your “Location” from the dropdown

   3. Choose “Last 7 Days” for the “Period”.

   4. Change “Repeat” at the bottom to “Weekly”.

   5. Set the “Select Days” to Monday.

   6. Click on the “+ Add” button.

5. Schedule the Monthly End of Day Report. (Repeat the remaining steps for each location.)

   1. Click on the Scheduled tab, and then click on the “Schedule Report” button.

   2. Choose your “Location” from the dropdown

   3. Choose “Last Month” for the “Period”.

   4. Change “Repeat” at the bottom to “Day of Month”.

   5. Set the “Select Days” to “1”.

   6. Click on the “+ Add” button.

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Petland Accounting Reporting

1. Create a User in the POS for Petland Accounting with an email of petlandsales@wssrcpa.com. You can set any password that you want for this user, but you will need to remember it to log in as the user to schedule the End of Day report.

2. Now that the user has been created, open the Cash Register application and log in as the Petland Accounting user you just created.

3. Go to Reports, and select the End of Day Report.

4. Schedule the Weekly End of Day Report. (Repeat the remaining steps for each location.)

   1. Click on the Scheduled tab, and then click on the “Schedule Report” button.

   2. Choose your “Location” from the dropdown

   3. Choose “Yesterday” for the “Period”.

   4. Change “Repeat” at the bottom to “Weekly”.

   5. Set the “Select Days” to Monday.

   6. Click on the “+ Add” button.

5. Schedule the Monthly End of Day Report. (Repeat the remaining steps for each location.)

   1. Click on the Scheduled tab, and then click on the “Schedule Report” button.

   2. Choose your location, and then click on the “Last Month”.

   3. Click on the “+ Add” button.

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