12 Week Sales Report

12 Week Sales Report

12 Week Sales Report Overview

The "12 Week Sales Report" will display the sales data of the products only that were sold in the previous 12 weeks from the date entered in the field labeled Date.

Many types of filters can also be configured, depending on your requirements. The system will display the sales data of the products sold in the past 12 weeks only according to the selected filter options. The system will display the product name and the vendor part number on your screen, along with the number of sales for each product in 12 consecutive weeks from the selected date.

1. Reaching the "12 Week Sales Report"

To reach the "12 Week Sales Report," follow the below steps: 
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose 12 Week Sales
See Figure 1.1. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.

Figure 1.1

By clicking "12 Week Sales," you will be redirected to the 12 Week Sales Report page with relevant filtering and sorting options.


Figure 1.2

You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized sales data in the report.

2. Generating the "12 Week Sales Report"

When you navigate to the page, you will see the options pre-selected by default. You can generate the "12 Week Sales Report" for the selected date range.

Figure 2.1

Fields:
  1. Item: This column displays the item name and its units that have been sold in the 12-week course.
  2. Part #: This column displays the vendor part number, a unique number provided by the vendor for the product listed in the backorder. (The product's UPC is observed differently in the vendor's system; it is assigned to the vendor, is unique, and can't be used anywhere else other than with the associated product.) 
  3. 12 Week Sales Columns: In the 12 Week Sales Report, the rest of the 12 columns display the 12 week sales data, as seen in Figure 2.1 above.

3. Filter Items

  1. Show All: This option displays the items sold in the past 12 weeks at the selected store locations.
  2. Custom Filter (Manage): This button lets you apply some filters and generate filter-specific reports.

 Figure 3.1
  1. By clicking the "Manage" button, a Manage Filters window will pop up. You will see the following details:

Figure 3.2
  1. Department: If you select "Department," you will see a list of all departments to choose from.
  2. Category: If you select "Category," you will see the categories that are in the system to choose from; you can also dip down into subcategories to choose from.
  3. Manufacturer: If you select "Manufacturer," you will see a list of manufacturers to choose from.
  4. Tag: If you select "Tag," you will get the tag-wise sales data for the group that is entered in the product details. When you select "Tag," the specific tag group will be enabled. 
  5. Department Tag: If you select "Department Tag," the system will show the department tag list for you to select.
After selecting and moving the records under the "Selected List":

Figure 3.3 

1. You can decide whether you want to "include" or "exclude" when the 12 Week Sales Report is generated. See Figure 3.3.
  1. Include: If the flag is selected to "Include," it means the sales report will be generated by applying the selected records.
  2. Exclude: If the "Exclude" flag is selected, the sales report will be generated, but the selected records will be ignored. It will consider the selected records that need to be excluded and the left-side records for reports.

Save Filters

You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.

Figure 3.4

4. Date Range for 12 Week Sales 

You can filter your 12 week sales data in the report for 12 weeks by selecting a date in the Date field.

Figure 4.1

By clicking the drop-down box, select a date  that will create a report for the previous 12 weeks. You can also manually enter the date in mm/dd/yyyy format.

When you enter/select the date in the Date field, the adjacent Start Date and End Date fields will calculate the starting date of the first week and the end date of the 12th week for the 12-week sales data. 

Once you select Date from the date field, the Start Date and End Date fields become non-editable.

Figure 4.2

5. Include In Sales Reporting

See Figure 5.1 below. There are three categorical filters that would display the 12 Week Sales Report differently.  

Figure 5.1

All Departments:

  1. If the "All Departments" option is chosen from the drop-down option, the report will display the product from all the departments, regardless of the "Include In Sales Reporting" flag in the "Departments" module.

Figure 5.2
For all departments, the report will be shown in Figure 5.3.

Figure 5.3
Only Include In Sales Reporting
  1. As highlighted in Figure 5.2, if the "Include In Sales Reporting" flag is set to YES while assigning a department to a product, the report will display only those items for which the "Include In Sales Reporting" flag is set to YES.

Figure 5.4
Not Include In Sales Reporting
  1. As highlighted in Figure 5.2, if the "Include In Sales Reporting" flag is set to NO while assigning a department to a product, the report will display only those items for which the "Include In Sales Reporting" flag is set to NO.

Figure 5.5
For more information on the subject, refer to the Departments article.

6. Checkbox Filter

  1. Rollup Links: This checkbox will display the linked parent-child items in the 12 Week Sales Report. 

Figure 6.1

7. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

8. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

9. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through Favorite Reports. You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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