Export Templates

  1. Export templates can be created in the Export templates module. In the Resolut Online Back office portal, go to Configuration > Export templates. Click + to create a new template.

  2. In the Export Template configuration window, fill in the following:

Name: Name of the Export template

Data type: Choose “Turnover” (item report) or “Payments” from the drop-down menu

Export type: CSV file

Date grouping: no/hourly/daily/weekly/monthly

Grouping:

  • For turnover:
    • Item
      • (Item external reference)
      • Item group
      • (Item group external reference)
      • Location
      • (Location external reference)
      • Device
      • Vat group
      • (Vat group external reference)
    • For payments:
      • Location
      • (Location external reference)
      • (Device)
      • Payment type
      • Payment type ext reference
      • Payment type option

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Fields: The user can choose which fields will be displayed in the report. They can also change the order of shown fields.

  • For turnover
    • RowId – incremented row ID number
    • FixedValue – set some fixed string
    • LocationNumber
    • LocationName
    • LocationExternalReference – new field
    • Date – day when sale was created, define format in string (for example “yyyymmdd”)
    • Year, Month, Day as separate fields
    • Time – wit format (for example “hh:mm”)
    • ItemNumber
    • ItemName
    • ItemExternalReference
    • ItemGroupNumber
    • ItemGroupName
    • ItemGroupExternalReference
    • Amount – Negative value optional
    • (AmountExclVat)
    • Qty – Negative value optional
    • VatAmount – Negative value optional
    • VatNumber
    • VatExternalReference
  • Fields (for payments):
    • RowId – incremented row ID number
    • FixedValue – set some fixed string
    • LocationNumber
    • LocationName
    • LocationExternalReference – new field
    • Date – day when sale was created, define format in string (for example “yyyymmdd”)
    • Year, Month, Day as separate fields
    • Time – wit format (for example “hh:mm”)
    • Amount – Negative value optional
    • PaymentTypeName
    • PaymentTypeNumber
    • PaymentTypeExternalReference

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  1. For every template, you can choose to generate the file manually for a selected period by clicking Execution. You can select multiple locations.
    J11 fig4

  2. Reports can then be downloaded through the notifications button.
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