Originally written by John Hardwick, last updated Aug 25, 2023, on the Swan Retail knowledge base (FRS).
These reports are not specifically related to operational activities, however they provide useful information for administration and maintenance of the system.
Authorised Actions
A report detailing all the ‘supervisor’ authorisation activity within the system.
Customer Deliveries Mail Shot
This report is designed to be used in partnership with a spreadsheet or mail shot routine and provides a list of products delivered to a customer within a given timescale.
Customer Event Audit
This report is designed to provide a list of customers with notes matching the selected keyword recorded against a specific event. For example, all customers with the word ‘upset’ added to a note.
Delivery Slot KPI
This audit produces utilisation statistics for delivery planning.
Duplicate Customer Addresses
This audit helps identify customers with duplicate data.
Enterprise Structure
A mapping report enabling a mini audit of system configuration.
Lapsed Customer Report
This report is designed to show customers who have not purchased for a specified number of months and is designed to provide an output suitable to be sent to a third party mail merge or spreadsheet.
Operator Access Log
This report lists per user login times by date and provides overall login activity for a specified date range.
Price Change Audit History
The report provides a history of cost / selling price changes for selected suppliers / ranges within the system within a specified date range (which can be into the future). The report will provide information useful for trading standards and price establishment.
Product Extract
This report generates a data output file which can be used to populating the SwanFRS Product Creator Spreadsheet.
Report Access Map
An audit showing which users have access to which reports and which menu subfolder the report resides within.
Sales Calendar
The report is an audit of the sales calendar definitions. It enables the viewer to review the settings to ensure the data corresponds is correct.
Sales Number Audit
This report provides a list of order numbers and the customer associated with it.
Sales Related Emailing
SwanFRS can be configured to email the client when a sales order is acknowledged, customer payments are received, or by when instigated by the operator.
User Security
This report shows which processes a specific role provides and which users have the role.
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