52 Weeks High & Low Report 

1. You can view the report using four report types: by items, By Department, By Department Group, or By Manufacturer. For example, 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 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. Step 1: Log into Control Center
   
2. Step 2: Choose Store
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose 52 Weeks High & Low
   

Figure 1.1

 Figure 1.2

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

Please follow the steps below to generate the 52 Weeks High & Low Report that meets your requirements:  

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 displays the report, as shown in Figure 2.1.

 Figure 2.1

1. The report displays the highest and lowest numbers 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. 
   

1. Item: This column shows the item's name. 
   
2. UPC: This column displays the item's Universal Product Code (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 displays 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 zero units in the last 52 weeks. 
   

Figure 3.1

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

3.1 Report Type

Figure 3.1.1

1. By Item: If you select the By Item option, the system generates a report based on items, as shown in Figure 3.1.2.
   

Figure 3.1.2

1. By Department: If you select the "By Department" option, the system generates a report based on departments, as shown in Figure 3.1.3 below.
   

Figure 3.1.3

1. By Department Group: If you select the By Department Group option, the system generates a report based on department groups, as shown in Figure 3.1.4. 
   

Figure 3.1.4

1. By Manufacturer: If you select the "By Manufacturer" option, the system will generate a report based on manufacturers, as shown in Figure 3.1.5. 
   

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

1. The Manage Filters screen will appear, as Figure 3.2.2 shows. 
   

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: Click this button to 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 Filter 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 Filter 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. Select either option to determine whether the Manage Filter screen data matches all applied filters. This drop-down is particularly useful when you use multiple parameter tabs, such as when you choose a few UPCs from the UPC tab and a few vendors from the "Vendors" tab. 
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 corresponding checkboxes.
   
10. 10: 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 3.2.3

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 from generating the report.
   
2. 2: Clear Selection: 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" 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. 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.
   
5. 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 3.2.1.3 shows.
   

Figure 3.1.1.3 

3.3 Date - Start Date - End Date

1. Click inside the Date field. The drop-down calendar will appear, as shown in Figure 3.3.1. Select the required date from this calendar. You can manually enter the date in the MM/DD/YYYY format. The system will consider this date and calculate the last 52 weeks from this date to generate the report.
   

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.
   
2. You cannot edit the Start Date and End Date fields.  
   

3.4 Group By Location

1. The Group By Location filter is valuable for corporate employees because they can access all company locations. This filter lets them view report records organized by location or location group, making it easier to analyze the data. 
   
2. Considering future possibilities, the Group By Location filter is also available to store employees. However, using this filter will not affect the organization of the report records for now. 
   

1. None: By default, the system selects this option and generates the report, as shown in Figure 2.1.
   
2. Location: When you select this option to generate the report, a top bar will appear, displaying the location name you have chosen from the left panel for the report, as shown in Figure 3.4.2.
   

 Figure 3.4.2

1. Location Group: When you select this option to generate the report: 
   
1. The Include Location Group(s) drop-down will appear. This will display all the location groups that you have access to. [If you have access to the four stores in the "Current Location" drop-down on the left panel, the Include Location Group(s) drop-down will display all location groups that include those four locations.]
   
2. A top bar will appear, displaying the location group name to which your selected location belongs. 
   

 Figure 4.2.3

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites