(continued from Historical Reports)

PDF Reports

RM Monitor v 1.3 now offers the capability of downloading any report available in the RM Report in a PDF format. This added capability allows the end user to view up to the minute data offered in the powerful report module to make precise and critical business decision. The PDF Reports function requires an RM version 17 build dated 17.0.2010.03110 or later and RMAlertd (exe) dated 3/11/10 or later. Some additional setup is required and is covered in the section Upgrading RM Monitor for PDF Reports. PDF reports must be set up in the RM Report module. After setup, you will be amazed by the ease to retrieve the pre-configured reports.

Setting Up PDF Reports In BackOffice (RMReports)

Reports to be displayed on the PDF Report list must be configured in the RM Report Module of the host computer (at store location). Reports cannot be added from the RM Monitor interface. When first installed or upgraded, by default, a “RM Monitor” folder is created. In this folder you can add or delete reports for the folder using standard report procedures. More information on creating report groups can be found in the document: RM Reports Guide. Note that report specific filters do not have to be entered if retrieving data for the current session. RM Monitor will intuitively fill in the filter and convert the selected reports to a PDF format when the “View” command is used from RM Monitor. Report filters are only needed when data from previous sessions or date are required.

Reports will be added to all viewing devices at next login or when the system “Update” option is implemented.

Retrieving PDF Reports

Once in the stores default data screen, select the “PDFReports” option found in the default report list, The PDF Reports default screen differs depending which device you are using. The following sections will detail how you can view, update and change the default PDF Reports shown using both mobile and desktop options.

PDF REPORT data on a Mobile Device

Changing Default Reports on Screens for Mobile Devices

With RM Monitor you can adjust the default reports shown on a mobile device by adding or deleting the reports made available with the RM Report Module.

Note: Refreshing or Adding reports will cause some activity (brief) on the host computer while the RM repot Modules generates reports.

Deleting Default Reports for Mobile Devices

You can delete default reports using the following steps:

  1. Select the “Edit” function button at the top right of the PDF Reports screen

  1. Click on the symbol next to the report name. The symbol should change to ;
  2. Click on the “Delete” button on the report row to remove the report from the default screen.

  1. Answer “OK” to the deletion confirmation prompt.
  2. Repeat steps 1-5 if you are deleting several reports.
  3. Click on the “Done” button (pictured above) when finished. Reports will not be accessible until the “Done” button is selected.
Adding Default Reports for Mobile Devices

Occasionally the need may arise to add PDF reports to the default PDF Report screen. Perhaps you have added reports in the RM Monitor folder in the RM Reports or you want to add previously deleted reports. Regardless the reason, adding reports is a simple process using the following steps:

  1. Click on the “New…” option located in the upper left corner of the default PDF Report screen.

  1. Select the reports from the list. A check mark will appear next to the report name after being selected.

  1. Repeat step two if choosing multiple reports.
  2. Clicking on the “Submit” button (pictured in step 2) when finished with selections.
  3. You will receive the message below: answer “OK”  to return to the default PDF report screen.

Viewing PDF Reports on Mobile Devices

Current available reports are listed in order of last refreshed. Each row list the report name in addition to the time and date the report was last refreshed.

You can view the report by using the greater than (>) image on the report row. Pictured below is a sample Cash Tray report:

From the report viewing screen you can view or refresh (update) the report. The “Refresh” button on the top of the report view screen is used to update the report. Immediately after the using the “Refresh” button in the upper right corner of the viewing screen you will receive the following message:

The I phone / IPod Touch device will automatically push the information and send the following message when the report has been updated:

 

Viewing PDF Reports on Desk Top

Changing Default PDF Reports on Desktops

With RM Monitor you can adjust the default reports shown for viewing on a desktop computer by adding or deleting the reports.

Note: Refreshing or Adding reports will cause some activity (brief) on the host computer while the RM repot Modules generates reports.

Deleting Default Reports on Desktops

You can delete default reports using the following steps:

  1. Click on the “Delete” in the PDF default report screen. Toy will move transported to the next screen showing the current list of viewable reports.
  2. Place a check in the box next to the report(s) you wish to remove from the view list.

  1. Click on the “Submit” button.
  2. Click “OK” on the confirmation prompt.
  3. You will receive the message pictured below: answer “OK”  on the prompt.

Adding Default Reports on Desktops

Occasionally the need may arise to add PDF reports to the default PDF Report screen. Perhaps you have added reports in the RM Monitor folder in the RM Reports or you want to add previously deleted reports. Regardless the reason, adding reports is a simple process using the following steps:

  1. Click on the “New” button on the PDF default report screen. You will be transferred to the new report screen with a list of reports made available in the RM Reports module.
  2. Place a check mark in one or several boxes next to the reports you wish to include on the default PDF Report screen.

  1. Hit the “Submit” button located under the New Reports list.
  2. Hit “OK” in the confirmation prompt (pictured below). The reports may take a few minutes to download. You will be returned to the PDF Reports default screen

  1. Click on the system “Update” button to refresh the screen and view the newly added reports.
The Desktop Default PDF Report (Viewing Reports)

Viewing PDF reports in RM Monitor is accomplished by using the report grid. The two active areas are the cells found under the View and Refresh Columns. The cells under the Name and Date columns are both static. The report grid is broken down into four columns.

Name- this column list all the current available reports

Date- lists the last time and date the report on the corresponding row was run (viewed) or refreshed. The date will not appear on reports run on the current day.

View- Press the icon in the grid cell to view the corresponding report. The report will show data from the last time shown in the date column.

Refresh- Pressing the icon in the grid cell associated with a report to update the report with up to date information. After pressing this option, you will receive the message pictured below on screen:

Once the “refresh” process is complete you may view the report. Refresh times may vary depending on bandwidth. You will have to use the RM Monitor system “Refresh” function to update the screen with the current time before viewing the report.

Sample Desktop Report Grid

Note: Reports are listed in the order they are last refreshed.

 

(continued in Upgrading RM Monitor version for PDF Reports)