Pinogy POS Training Guide: House Accounts - Reports

 

  1. This report provides information on Customer accounts with a current balance. What is shown in the list above may vary by user role and whether or not reports from other modules have been selected to display in this one (see 4).

  2. From this tab, you can select the report and press ‘Generate Report’.

  3. All reports can be scheduled. Reports can only be scheduled by the person logged in on the module, and that user has to have a valid email address associated with their Pinogy POS account.

  4. Settings can be configured to control which reports are available to a user based on their user role, as well as what modules will display the report.