12 Week Sales Report Overview

1. Reaching the "12 Week Sales Report" 

1. Step 1: Log into Control Center
2. Step 2: Choose Location
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose 12 Week Sales
   

2. Generating the "12 Week Sales Report"

1. Navigate to the 12 Week Sales Report screen.
   
2. Select the date range and click "Generate Report" to view the 12 Week Sales Report for that date range. When you select a date in the Date field, the system considers the last full 12 weeks from that date and automatically populates the Start Date and End Date fields with the corresponding dates. Section 3.2 Date explains more about 
   
1. You can use the Filter Items (Custom Filters), Date, and Include In Sales Reporting filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to section 3 Report Filter Options, to learn more about these filters.
   
2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
   
3. When you click the "Generate Report" button after selecting the date range, the system will show the report, as Figure 2.1 shows. 
   

Report Fields: 

1. Item: This column displays the item's name sold in the 12-week course.
2. Part #: This column displays the vendor part number provided by the vendor.
3. 12 Week Sales Columns: The 12 columns in the 12 Week Sales Report display the units sold during the week. 

3. Report Filter Options

1. Filter Items (Custom Filters): The Filter Items filter lets you view the report based on a selected parameter from five options: Department, Category, Manufacturer, Tag, and Department Tag. This means you can access the report for the selected parameter, i.e., departments, categories, or any other parameter. For further details, refer to Section 3.1, Filter Items (Custom Filters).
2. Date: This filter lets you select the report's time interval. Section 3.2, Date Range & Presets explains further details. 
   
3. Include in Sales Reporting: This filter lets you filter the crosstab sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. Section 3.3 Included in Sales Reporting, explains further details.   
   
4. Checkbox Filters:
   
1. Rollup Links: If you tick this checkbox and generate the report, the system will roll up the parent item and the child item's quantity and show them in the same row, as Figure 3.2 shows. 
   

Figure 3.2

3.1 Filter Items (Custom Filters)

Figure 3.1.1

1. The Manage Filters screen will appear, as shown in Figure 3.1.2.
   

Figure 3.1.2

1. 1: Saved Filters Drop-Down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the 12 Week Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Clicking this button will also open the Manage Saved Filters screen. Section 3.1.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see five tabs: Department, Category, Manufacturer, Tag, and Department Tag. Select the required tab, i.e., "Department," to create or apply a custom filter specific to the selected departments.
   
4. 4. Search: Use this Search box to find a specific result.
   
5. 5: Match All Filters Drop-Down: This filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filters screen data matches all applied filters. This drop-down is useful when you use multiple parameter tabs. For example, you choose a few manufacturers from the "Manufacturer" tab and a few departments from the "Department" tab. 
   
6. 6: Results: This section shows the list of relevant items in the selected tab. For example, if you have chosen the "Department" tab, it will show the list of departments. You can use the "Search" bar for a specific department. 
7. 7: Selection Checkboxes: Select the required departments by checking the corresponding checkboxes.
   
8. 8: Arrow: Click the green Arrow button to move the selected records to the "Selected Area."
   

1. The Manage Filters screen will appear as shown in Figure 3.1.3.

Figure 3.1.3

1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.
   
1. Include: Select "Include" to include all specified parameters in the report generation process.
2. Exclude: Selecting "Exclude" will cause the system to exclude all specified parameters from generating the report.
2. 2 Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove a single record from the list, click the Remove (x) icon next to the record.
3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the 12 Week Sales Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. Section 3.1.1 Save and Manage Custom Filters explains the details.
   

3.1.1 Save & Manage Custom Filters

1. Click the "Save Filters" button shown in Figure 3.1.3.
   
2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
   

Figure 3.1.1.1

Figure 3.1.1.2

1. 1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list and click "Apply."
2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click it, a list of saved custom filters will appear in the "Manage Saved Filters" pop-up screen.
3. 3. Filter Names: The Filter Names section lists all saved custom filters. Click on a filter name to select it.  
4. 4: Select Filter: Use the "Select Filter" button to select any filter from the list.
   
4. Click on the filter's name, and then click on the "Select Filter" button. The system will close the "Manage Saved Filters" pop-up screen. Next, click the "Apply" button on the "Manage Filters" screen. The system will navigate you to the 12 Week Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
5. 5. Delete: Use the "Delete" button to remove the filter that is no longer required from the list.
6. Similarly, you can filter and set up the records for other tabs (parameters).
   

Figure 3.1.1.3

3.2 Date

1. Click in the Date field.
   
2. As shown in Figure 3.2.1, a drop-down calendar will appear. Select the desired date from the calendar and click "Generate Report." The system will designate your selected date as the "End Date," while the date 12 weeks prior will be set as the "Start Date."
   

 Figure 3.2.1

3.3 Include In Sales Reporting

What is "Include in Sales Reporting?" 

When creating or editing a Department, the corporate employee can use the "Include in Sales Reporting" feature to determine whether to include the department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.

1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.
   

1. All Departments: By default, the system selects this option, displaying items from all departments.  
   
2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
   
3. Not Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled. 
   

1. Select the option that best suits your requirements to generate the report.
   
2. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.