Broad Count Report

Broad Count Report

Broad Count Report Overview

The Broad Count is a submodule within the Inventory Count feature that enables customers to record item counts at a higher, more generalized level. This approach significantly reduces the time and effort required compared to traditional detailed inventory counts.

The "Broad Count Report" provides a summary of all broad counts recorded in the system. Users can filter the report by Completed or Pending counts and view system vs. user-entered values to identify any variances. Unlike standard inventory counts, Broad Counts use their own set of broad count definitions rather than existing inventory definitions.

This article explains how to access, create, and review broad counts, as well as how to generate and interpret the "Broad Count Report."

1. Reaching the "Broad Count Report"

To reach the "Broad Count Report," follow the steps below:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Broad Count 
See Figure 1.1 to understand the navigation better.

                                                                            Figure 1.1

2. Understanding the "Broad Count Report" Layout

See Figure 2.1, and 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 2.1

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 2.2.
                                                                      Figure 2.2

3. 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 by clicking on the "Generate Report" button.

                                                                                     Figure 3.1
Fields:
  1. Definitions Name: Broad Count Definition is added to support the Broad Counts (under inventory counts) and is defined based on either 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 around system count to employees 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.                                                                        
                                                                          Figure 3.2                                                              
  1. Status: This column displays one of the 5 statuses: In Progress, Never Counted, Submitted, Reviewed, and Reviewed with Variance.

3.1. Filter Items

The Filter By Items filter works with two options described below:
  1. Show All: This option displays all the records of the broad count in the selected date range, for the selected location, order, and status.
  2. Broad Count Definition: This option allows you to choose a specific broad count definition in the selected date range.

                                                                         Figure 3.1.1

By clicking the "Manage" button, a "Manage Filters" window will pop up as highlighted in Figure 3.1.2.

                                                                                                   Figure 3.1.2
  1. You will see different records to select the items for the Broad Count Report. 
  2. You will find the checkbox along with all the records. You need to select the items from the list and move them to the Selected List area on the right side.
  3. Once you select the records from the list, click on the green right-sided arrow (Move/Next button) to move the records to the Selected List area.
  4. By clicking the Move button, the selected records will be moved to the Selected List. So, the Broad Count Report will be generated with the selected records only.
  5. Click on "Clear Selection" or (X) to delete the one item or the entire selected list. 

                                                                         Figure 3.1.3
  1. Once done, click on "Apply" and generate the report with the selected broad count definition. See Figure 3.1.4 below.
  2. Use the “Clear Selection” option to clear all selected items and the Remove icon to delete a single selected item.

                                                                                    Figure 3.1.4

3.2. Status

This field indicates the current progress of the Broad Count, such as Never Counted, In Progress, Submitted, etc., showing whether the count has been initiated or completed.
                                                                              Figure 3.2.1
  1. All: If this option is selected by default, the report will display all the broad counts irrespective of their specific status.

                                                                   Figure 3.2.2
  2. In Progress: If this option is selected, the report will display all broad counts that are currently marked with the status "In Progress," along with the details shown in the report.
                                                                  Figure 3.2.3
  1. Never Counted: If this option is selected, the report will display the broad counts and their details that are never counted.

                                                                   Figure 3.2.4

  2. Submitted: If this option is selected, the report will display all broad counts that are currently marked with the status "Submitted," along with the details shown in the report.

                                                                               Figure 3.2.5

  3. Reviewed: If this option is selected, the report will display all broad counts that are currently marked with the status "Reviewed," along with the details shown in the report.

                                                                                    Figure 3.2.6

  4. Reviewed with Variance: If this option is selected, the report will display the broad counts and their details that are reviewed with variance.

                                                                               Figure 3.2.7

3.3. Group By Location

Let's see how to check the Broad Count Report by grouping it by location. You will see a "Group By Location" drop-down from which you can select "Location" for grouping the broad count report data or "None." See Figure 3.3.1.

                                                                                       Figure 3.3.1
  1. None: By default, "None" will be selected, which implies the report data will be displayed without any grouping.
  2. Location: If you select "Location," the data in the Broad Count Report will be displayed location-wise (stores) for each store. 

                                                                             Figure 3.3.2

3.4. Order By

This field allows you to sort the Broad Count Report in various ways for easier viewing and analysis. You can organize the report by Definition Name, Location, or other available parameters, and choose to display the data in either ascending or descending order based on your preference.

                                                                                 Figure 3.4.1
  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).

                                                                                        Figure 3.4.2      

  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).

                                                                               Figure 3.4.3

  3. Name Ascending: If this option is chosen, the Broad Count Report is sorted in ascending order of names (ascending alphabetical order).  

                                                                                 Figure 3.4.4

  4. Name Descending: If this sorting option is chosen, the Broad Count Report is sorted in descending order of names (descending alphabetical order).

                                                                                   Figure 3.4.5

  5. Location Ascending: When this sorting option is selected, the Broad Count Report is sorted in ascending order of location (ascending alphabetical order).

                                                                                         Figure 3.4.6

  6. Location Descending: If this sorting option is chosen, the Broad Count Report is sorted in descending order of location (descending alphabetical order).
                                                                                                                                                       Figure 3.47                                                         
  1. Status Ascending: If this sorting option is chosen, the Broad Count Report is sorted in ascending order of status (ascending alphabetical order).

                                                             Figure 3.4.8

  1. Status Descending: If this sorting option is chosen, the Broad Count Report is sorted in descending order of status (descending alphabetical order).

                                                                              Figure 3.4.9

3.5. Date Range & Presets

You can filter your broad count data in the report by selecting the date range as well as specific times.
 
                                                                       Figure 3.5.1

  1. By clicking the Edit box, you will be taken to a tiny calendar where you can select a specific date range. You can also manually enter the date in mm/dd/yyyy format.

                                                                          Figure 3.5.2

Notes
Similarly, select End Date from the associated drop-down calendar of the End Date field.

  1. The Presets label is provided to select the specific duration/interval to generate the report with that. See Figure 3.5.3.

                                                                                           Figure 3.5.3

4. Checkbox Filters

These options allow you to filter the Broad Count Report to display only counts with a variance greater than a specified value or to show only mandatory counts as defined in the settings.
  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.

                                                                                             Figure 4.1
  1. Only Mandatory Counts: Checking this option will display only mandatory broad counts.

                                                                                       Figure 4.2

5. 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.

6. 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. 

7. 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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