Broad Count Report Overview

Broad Count is a newly added inventory count sub-module that allows the customer to save the counts at a very broad level and also allows them to save time as compared to existing detailed inventory counts.

The Broad Count Report shows a summary of the broad count in the system. You are able to filter the report by completed or pending counts as well as see the system vs. user-entered values in variances. 

Broad Counts do not use existing inventory definitions but rather new broad count definitions.

1. Reaching the Broad Count Report

To reach the Broad Count Report, follow the below steps:

Step 1: Log into Control Center

Step 2: Choose Point of Sale

Step 3: Choose Reports

Step 4: Choose Inventory Reports

Step 5: Choose Broad Count Report

See Figure A. You will see many types of sales reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of sales reports.

                                                                                     Figure A

You will see the "Report Data is Empty" message initially. You need to select the date range to check the Broad Count Report. See Figure B.

                                                                             Figure B

2. Generating the Broad Count Report

When you navigate to the page, you will see the options pre-selected by default. You can generate the Broad Count Report for the selected date range.

                                                                                               Figure C

Fields:

1. Definitions Name: Broad Count Definition are added to support the Broad Counts (under inventory counts) and are defined either based on a single department or category only. So, this column displays the Broad Count Definitions that are used in the process.
2. Broad Count Filter: This is the Dept / Category Name used as the filter for the definition.
3. Employee: This is the name of the user/employee who entered the count.
4. User Entered Count: This is the value of the Broad Count submitted by the employee.
5. System Count: This field will be a system-calculated count and will be visible to the user only if the setting for Show System Count to Employee flag in the Broad Count Module is set to Yes. Otherwise, this field will be displayed with a value of N/A.
6. Variance: This is the value of the variance field calculated as Variance = System Count - User Entered Count (as highlighted in Figure D, the value turns out to be 348 - 300 = 48).
   

                                                                              

                                                                                        Figure D

1. Status: This column displays one of the 5 statuses: In Progress, Never Counted, Submitted, Reviewed, and Reviewed with Variance.

3. Status:

1. All: If this option is selected, the report will display all the broad counts irrespective of their specific status.
   
2. In Progress: If this option is selected, the report will display the broad counts that are in progress.
3. Never Counted: When this option is selected, the report will display the broad counts that have never been counted.
   
4. Submitted: If this option is selected, the report will display the broad counts that have been submitted.
5. Reviewed: When this option is selected, the report will display the broad counts that were counted, submitted, and even reviewed.
6. Reviewed with Variance: If this option is selected, the report will display the broad counts that are reviewed with variance.

4. Group By Location:

Let's see how to check the Broad Count Report by grouping it by location.

See Figure E.

                                                                                       Figure E

1. None: You will see a "Group By Location" drop-down from which you can select either "Location" for grouping the invoice summary data. By default, "None" will be selected, which implies the report data will be displayed without any grouping.
   

1. Location: If you select "Location," the data in the Broad Count Report will be displayed location-wise (stores) for each store. Once the "Location" specific report is generated.
   

5. Order By:

1. Date Ascending: If this sorting option is chosen, the Broad Count Report is sorted in ascending order of the dates (from earliest to latest).
   
2. Date Descending: If this sorting option is chosen, the Broad Count Report is sorted in descending order of the dates (from latest to earliest).
3. Name Ascending: If this option is chosen, the Broad Count Report is sorted in ascending order of names (ascending alphabetical order).
   
4. Name Descending: If this sorting option is chosen, the Broad Count Report is sorted in descending order of names (descending alphabetical order).
5. Location Ascending: When this sorting option is selected, the Broad Count Report is sorted in ascending order of location (ascending alphabetical order).
6. Location Descending: If this sorting option is chosen, the Broad Count Report is sorted in descending order of location (descending alphabetical order).
7. Status Ascending: If this sorting option is chosen, the Broad Count Report is sorted in ascending order of status (ascending alphabetical order).
8. Status Descending: If this sorting option is chosen, the Broad Count Report is sorted in descending order of status (descending alphabetical order).

6. Date Range & Presets:

7. Checkbox Filters:

1. Count with variance greater than (X): Checking this option will display the broad count in the report having a variance greater than the entered value.
   

1. Only Mandatory Counts: Checking this option will display only mandatory broad counts.