Reading the report
Choose the days and how to group them: by Day, Product, Category, Cashier, Payment, Hour, Store (on an edition with several stores) or Register. The totals are gross sales, net sales, VAT, discounts, returns and the average sale, with cost of goods sold and margin for somebody who may see costs. Figures are net of returns and leave out voided sales.
A sale is a transaction that sold something. Beside the sales the totals say how many of them were exchanges, and how many refunds there were: a transaction that only took goods back is a refund, not a sale, and the average sale leaves it out.
Grouped by payment, a row is how much was paid that way and in how many payments. Grouped by hour, the hours are on your company's own clock, from the time zone under Retail setup. Grouped by register, each row names the store and the register, as Main Street · Till 1, since two stores may each have a till of that name. A report covers up to a year at a time.
Download CSV saves the report on the screen as a file a spreadsheet opens. It needs the permission to export Retail data, which Accountants, Retail Administrators, Store Managers, Inventory Managers and Retail Analysts hold, and each download is written to the Audit Trail.
Management reports
On the Organizational and Enterprise editions the page has a second view, Management reports. Choose a Report; the dates and the store at the top of the page apply to it. Each report answers one question as a table, read from the records as they stand. Nothing is stored for a report, and nothing in one is a forecast.
| Report | What it answers |
|---|---|
| Best and slowest sellers | What sold, how fast, and how long what is on the shelf will last. |
| Stock that is not selling | Products with stock on hand that sold nothing in the period. |
| Stock turnover | How many times each category's stock was sold through, at cost. For whoever may see costs. |
| Losses and corrections | What was written off or corrected, and why. |
| Sales by brand | What each brand sold. |
| Month by month | Each month against the same month a year before. |
| Returns | What came back, how much of it, and why. |
| What offers did | How often each offer was used, what it took off, and the sales it was on. On an edition with promotions. |
| Online and in store | Sales at the tills against orders, by where the order came from. On an edition with online orders. |
| Order fulfilment | Orders taken, handed over, cancelled, picked short and failed, and how long they took. On an edition with online orders. |
| Cashiers | Sales, returns, voids, discounts and drawer openings, cashier by cashier. |
| Cash over and short | Every closed drawer: what was expected, what was counted, and what was said. |
| Card settlements | What card providers paid the bank, what they kept, and what is still owed. |
| How suppliers deliver | Orders that came in full and on time, supplier by supplier. On an edition with purchase orders. |
| What suppliers charge | The cost of each product from each supplier, first delivery to latest. For whoever may see costs. |
Some reports have Show, a second way to cut the same figures: best sellers or slowest first, every session or only those with a difference. Returns can be shown by product, by reason, week by week or month by month, each period with what was sold in it and how much of it came back. A row that leads somewhere opens it: the product, the offer, the register session, the settlement or that month's sales. Where a report has totals they are its last row, and the notes under the table say how a figure was reached. A report lists up to 500 rows and says when it was cut.
In the other reports, cost and margin columns are left out for somebody who may not see costs. Somebody assigned to some stores is given those stores' figures. Download CSV in this view saves the report on the screen, on the same permission, and is written to the Audit Trail.
What reaches the books
Nothing. The report reads the sales; it changes nothing.