52 Weeks High & Low Report Overview

1. You can view the report using four report types: By items, By Department, By Department Group, or By Manufacturer. If you view the report using By Department, the system will show the highest and lowest number of units a department sold in any week over the past 52 weeks.  

1. How to generate the 52-week high and low report for the selected date range. 
   
2. How to apply the filter options to customize the report.
   
3. How to automate (schedule) or print a report.
   
4. How to mark the report as a favorite report.
   

1. Reaching the "52 Weeks High & Low Report"

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 52 Weeks High & Low

2. Generating the "52 Weeks High & Low Report"

1. Navigate to the 52 Weeks High & Low Report screen.
   
2. In the Date field, select the date from which you want the system to calculate the last 52 weeks for the report. 3.3 Date explains more about this selection.  
3. Click "Generate Report."
   
1. You can use the Report Type, Filter Items (Custom Filters), Store, Date, and Group By Location filters to create the report that meets your requirements. These filters can be used in combination for a more tailored report. Please refer to point 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. 
   
4. When you click the "Generate Report" button after selecting the date range, the system will show the report, as Figure 2.1 shows.

 Figure 2.1

Understanding the 52 Weeks High & Low Report:

1. The report shows the highest and lowest number of units of an item sold in any single week over the past 52 weeks in the 52 Weeks High and 52 Weeks Low columns, respectively. Additionally, it shows the weekly sales units for the item in the past ten weeks from the chosen date. 

Report Fields:

1. Item: This column shows the item's name. 
   
2. UPC: This column shows the item's UPC. 
   
3. Week 1 to Week 10: These columns show the sale quantity of items for each respective week. The system considers the last ten weeks from the date you entered in the Date field and shows the data accordingly.
4. 52-Week High: This column indicates the maximum quantity of an item sold in a single week during the past 52 weeks. For instance, if the column lists 200 for an item, it signifies that the highest sale quantity for that item in a single week was 200 units in the last 52 weeks.
5. 52 Weeks Low: This column indicates the minimum quantity of an item sold in a single week during the past 52 weeks. For instance, if the column lists 0 for an item, it signifies that the lowest sale quantity for that item in a single week was 0 units in the last 52 weeks.

1. Report Type: The Report Type filter lets you generate the report based on four parameters: By Item, By Department, By Department Group, and By Manufacturer. Please read 3.1 Report Type to learn more about this filter. 
   
2. Filter Items: The Filter Items filter enables you to view the report based on a selected parameter from twelve available options: UPC, Department, Category, Manufacturer, Tag, Department Tag, Campaign, Commission, Discount, Uplift, Buydown, and Vendor. This means you can access the 52 Weeks High & Low Report for the selected parameter, i.e., items (UPCs), departments, or any other parameter. 3.2 Filter Items (Custom Filters) explains the further details. 
3. Store: The Store filter lets you access the selected store's 52 Weeks High & Low Report. Using the Store drop-down, you can view the report for all stores or select any specific store. 
   

Figure 3.2

1. Date: The Date field allows you to choose the date from which you want the system to calculate the last 52 weeks for the report. 
   
1. Start Date-End Date: The system automatically selects these dates based on the date you enter in the Date field. It will consider the last ten weeks. 
   
2. Group By Location: This filter lets you view the records organized by Locations or Location Groups. 3.2 Group By Location explains the further details.
   

1. Rollup Links: If you check the Rollup Links checkbox and generate the report, the system will merge the child item sales data into parent items and show it in the report, as Figure 3.2 shows.
   

 Figure 3.2

3.1 Report Type

1. Click the Report Type drop-down, and four options will appear: By Item, By Department, By Department Group, and By Manufacturer, as Figure 3.1.1 shows. Select the required option, select other filters appropriately, and click "Generate Report."

Figure 3.1.1

1. By Item: If you select the By Item option, the system will generate a report based on items, as Figure 3.1.2 shows. 
   

Figure 3.1.2

2. By Department: If you select the By Department option, the system will generate a report based on departments, as Figure 3.1.3 below shows. 
   

 Figure 3.1.3

3. By Department Group: If you select the By Department Group option, the system will generate a report based on department groups, as Figure 3.1.4 shows. 

Figure 3.1.4

4. By Manufacturer: If you select the By Manufacturer option, the system will generate a report based on manufacturers, as Figure 3.1.5 shows. 

Figure 3.1.5

3.2 Filter Items (Custom Filters)

1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.
   

Figure 3.2.1

Figure 3.2.2

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 52 Weeks High & Low 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. 3.2.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see twelve tabs: UPC, Department, Category, Manufacturer, Tag, Department Tag, Campaign, Commission, Discount, Uplift, Buydown, and Vendor. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
   
4. 4: Search: Use this Search box for a specific result.
   
5. 5: All Items: Use the Item filter to filter the Manage Filters screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the "UPC" tab. 
   
6. 6: Active Only: Use this filter to filter the Manage Filters screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the UPC tab. 
   
7. 7: Match All Filters Drop-Down: The Match All Filters filter has two options: Match All Filters and Match Any Filters. Use this filter to decide whether or not the Manage Filter screen data matches all applied filters.
   
8. 8: Results: Here, you see the relevant list of data on the Manage Filters screen for the selected tab. For example, if you have chosen the "UPC" tab, it will show the list of all UPCs. You can use the Search bar for a specific UPC. You will see the data accordingly if you have applied the 4, 5, 6, or 7 filters. 
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
   
10. 10: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 
    

Figure 3.2.3

1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters in generating the report.
   
1. Include: If you select "Include," the system will include all the specified parameters to generate the report.
   
2. Exclude: If you select "Exclude," the system will exclude all the specified parameters to generate the report.
   
2. 2: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
   
3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the 52 Weeks High & Low Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
   
4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.2.1 Save and Manage Custom Filters explains the details.
   

3.2.1 Save & Manage Custom Filters

1. Click the "Save Filters" button shown in Figure 3.2.3.
   
2. The Name pop-up will appear, as shown in Figure 3.2.1.1. 
   
3. Enter the name of the custom filter and click "OK." The system will save the filter.
   

Figure 3.2.1.1

1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Open the Manage Filters screen again and use the steps shown in Figure 3.1.1.2 according to your requirements.   

Figure 3.2.1.2

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 for the report.
   
2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. A list of the saved custom filters will appear in the Manage Saved Filters pop-up screen when you click on it.
3. 3: Filter Names: The Filter Name list shows 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.

1. 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. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the 52 Weeks High & Low Report home screen. Click "Generate Report" to generate the report for the selected filter.
   

1. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list.

1. Similarly, you can filter and set up the records for other tabs (parameters).
   
2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The selected filter details are available under the Selected Filters label, as Figure 3.1.1.3 shows.
   

Figure 3.1.1.3 

Figure 3.3.1

1. The system will automatically display the dates for the Start Date and End Date fields based on the date you enter in the Date field. When selecting these dates, the system will consider the last ten weeks from that date and show the sales data for these weeks along with the 52 Weeks High and 52 Weeks Low data, as shown in Figure 2.1. The user cannot edit the Start Date and End Date fields. 

3.4 Group By Location

The Group By Location filter lets you view the report records segregated by Locations or Location Groups. 

When you click the Group By Location drop-down, three options appear: None, By Location, and By Location Group, as Figure 3.4.1 shows. By default, the system selects "None." You can change it based on your requirements.

Figure 3.4.1

1. By Locations: If you select "By Location" to generate the report, the system will display records grouped based on locations, as Figure 3.4.2 shows.
   

 Figure 3.4.2

1. By Location Groups: If you select "By Location Group" to generate the report, the Include Location Group(s) drop-down will appear. Please select the required location groups from it. The system will consider only selected location groups when generating the report. 
   

Figure 3.4.3