Skip to main content

How to setup Manual or Automatic Carry Forward Daily Reports

This article outlines the process on how to manually carry forward your Daily Report to a future date, or how to automatically carry forward your Daily Report to the current date

Updated over 2 months ago

⛔ Alert: Be aware that skipped dates will not contain data and cannot be edited

Step-by-Step Process

Manually Carry Forward Daily Report

💡 Tip! Use the Manual Carry Forward method if you need to preserve editability for all report dates

  1. Access CStore Essentials Web Account

    • Use your account credentials to access the PDI CStore Essentials platform

    • You can access CStore Essentials by clicking here

2. Navigate to Day Closing

  • From the menu on the left side of the screen, click on Day Closing

  • Next Click on Store

3. Start and Save Day Report

  • Click Start Day Report

  • Next click the Save Report button

4. Use the + Next Day Report Button

  • On the next screen, click the + Next Day Report button

5. Repeat Steps 3 and 4

  • Continue to click Save Report and click + Next Day Report as blank until you reach the required date

Automatically Carry Forward Daily Report

✅ Note: You may choose the Auto Carry Forward Daily Report option. Please be aware that this option skips past dates and sets the report to the current date. Skipped dates will not contain data and will no longer be editable

  1. Access CStore Essentials Web Account

  • Use your account credentials to access the PDI CStore Essentials platform

  • You can access CStore Essentials by clicking here

2. Navigate to Day Closing

  • From the menu on the left side of the screen, click on Day Closing

  • Next Click on Store

3. Access the Auto Carry Forward Option

  • Click on the ⚠️ icon at the top of the page

4. Set the Required Date

  • Under the Carry forward day report to field, enter the date you want the report to restart on

  • Click Update to save the changes

⛔ Alert: With the Auto Carry Forward option, skipped dates and data will no longer be editable.

Frequently Asked Questions

What is the difference between Manual Carry Forward and Auto Carry Forward for Daily Reports?

  • The Manual Carry Forward method allows you to move your Daily Report to a future date while preserving the option to save and edit the data for each date.

  • The Auto Carry Forward option, however, skips past dates and only sets the report to the current date.

  • Be aware that skipped dates will not contain data and cannot be edited.

Which option is best for you?

  • Auto Carry Forward: Use this option if the retailer does not plan to complete any past entries.

  • Manual Carry Forward: Choose this option based on the retailer's specific goals or needs.

How do I access the Manual Carry Forward feature for my Daily Report?

  • To access the Manual Carry Forward feature, log in to your CStore Essentials account, navigate to Day Closing in the main menu, and select your store.

  • Then follow the steps to start and save the report manually for each desired date.

Why is the Auto Carry Forward feature not saving data for past dates?

  • The Auto Carry Forward option is designed to skip past dates and only set the report to the current date.

  • This means that any skipped dates will not contain data and cannot be edited once the report is set to the current date.

Can I edit data for previous dates after using the Auto Carry Forward option?

  • No, once the Auto Carry Forward feature skips past dates, those dates are locked and cannot be edited.

  • To maintain editability for each date, use the Manual Carry Forward method instead.

What happens if I forget to manually save a report on a specific date?

  • If you miss manually saving the report on a particular date, that date will not have saved data, and you’ll need to manually save each subsequent date until you reach the current date.

Did this answer your question?