Crosstab Sales Report

Crosstab Sales Report

Crosstab Sales Report Overview

The "Crosstab Sales Report" shows sales across different regions within a specified date range.

FTx Cloud POS provides the flexibility to generate reports using combinations like Sales by Day of the Week and Store, Sales by Day of the Week and Hour, and Sales by Department and Store.

This technical document includes information about the following:
  1. How to generate the "Crosstab Sales Report" using different combinations
  2. How to apply the customer filter options to filter the report data

1. Reaching the "Crosstab Sales 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 Crosstab Sales
Figure 1.1 below will help you understand the navigation better: 


Figure 1.1

When you click "Crosstab Sales," the "Crosstab Sales Report" screen will open with relevant filtering and sorting options, as Figure 1.2 shows.

Figure 1.2

The report data will be empty initially. You must choose a date range, select the appropriate filters, and click "Generate Report" to generate a report. 

2. Generating the "Crosstab Sales Report"

Please follow the steps below to generate the "Crosstab Sales Report" that meets your requirements:  
  1. Navigate to the Crosstab Sales Report screen.
  2. Select the location(s) or location group(s) for which you want to view the report. 3.4 Filter Stores and Location Groups explains how to make the selection.
  3. Select the date range and click "Generate Report" to view the Crosstab Sales Report for the selected date range.
    1. You can use the Crosstab Report Type, Date Range & Preset, Include In Sales Reporting, and Stores and Location Groups filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. 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 location and date range, the system will show the report records, as Figure 2.1 shows.

 Figure 2.1

Report Fields: 
The report fields depend on the report type you select from the Crosstab Report Type drop-down. Please refer to 3.1 Crosstab Report Type to read the field description for each report type.   

3. Report Filter Options

FTx Cloud POS lets you view the "Crosstab Sales Report" records to your preferences using various filter options. You can configure the report with any single filter or combination of multiple filters. The filters are highlighted in Figure 3.1.

 Figure 3.1
1: Report Filters: 
  1. Crosstab Report Type: This filter lets you view the report based on three combinations: Sales by Day of Week and Store, Sales by Day of the Week and Hour, and Sales by Department and Store. The system selects "Sales by Day of Week and Store" by default. 3.1 Crosstab Report Type explains the further details.  
  2. Date Range & Preset: This filter lets you select the report's time interval. 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. 3.3 Include In Sales Reporting explains the further details.  
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. Point 3.4 Filter Store and Location Groups explains further details. 

 3.1 Crosstab Report Type

The Crosstab Report Type drop-down lets you view the report using three combinations: Sales by Day of Week and Store, Sales by Day of Week and Hour, and Sales by Department and Store. 


Figure 3.1.1

Sales by Day of Week and Store

The "Sales by Day of Week and Store" option allows you to examine the sales data in conjunction with the specific store and the corresponding day of the week.
  1. When you select this option while generating the report, the system will show the report records in combination with the days of the week and selected stores, as Figure 3.1.2 shows.

Figure 3.1.2
Report Fields:
  1. Location: This column shows the names of the selected locations. 
  2. Weekdays: The Crosstab Sales Report is displayed for the seven days of the week in a separate column.
  3. Total: This column shows the total sales for the location mentioned in the adjacent column.
  4. Total Row: This row shows the total sales of all locations for each day at the end of the day column and for the selected time duration at the end of the Total column.   

Sales by Day of Week and Hour

The "Sales by Day of Week and Hour" option allows you to examine sales data segmented by hour and day of week.
  1. When you select this option while generating the report, the system will show the report records in combination with the days of the week and hours, as Figure 3.1.3 shows.

Figure 3.1.3
Report Fields: 
  1. Hours of Day: This column shows the hours.
  2. Weekdays: Crosstab Sales Report is displayed for the seven days of the week in a separate column.
  3. Total: This column shows the sales for the hour mentioned in the adjacent column.
  4. Total Row: This row shows the total sales of all hours for each day and the selected time duration.   
  5. Total Row: This row shows the total sales of all hours for each day at the end of the day column and for the selected time duration at the end of the Total column.   
Sales by Department and Store

The "Sales By Department and Store" option lets you view the sales records in combinations of the departments and stores. 
  1. When you select this option while generating the report, the system will show the report records in combination with departments and selected stores, as Figure 3.1.4 shows.
    1. The system will consider all departments sold in selected locations during the selected date range. 

Figure 3.1.4
Report Fields: 
  1. Department: This column shows the names of the departments sold during the selected date range at the selected stores. 
  2. Location Name: This column shows the names of the selected locations. 
  3. Total: This column shows the sales for the department mentioned in the adjacent column.
  4. Total Row: This row shows the total sales of all locations for each day and the selected time duration.   

3.2 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval: 
  1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 3.2.1.
  2. Select the specific date and time. You can also manually enter the date in MM/DD/YYYY format.
  3. Click inside the End Date field and follow the same process. 
  4. After selecting other filters appropriately, click "Generate Report."

Figure 3.2.1
Presets

Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the report as shown in Figure 3.2.2.
  1. Please click on the required timeframe and click "Generate Report." The system will generate and show the report based on your selection. 

Figure 3.2.2

3.3 Include in Sales Reporting 

The Include In Sales Reporting drop-down lets you filter the crosstab sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. 
Info
What is "Include In Sales Reporting?"

Include in Sales Reporting is a preference available at the department level managed by the Include In Sales Reporting button. 
  1. If you activate it, the system will include the department in sales reporting.
  2. If you deactivate it, the system will not include the department in sales reporting. 
You can activate or deactivate this preference from the respective "Options" tab in "Departments." (Department >> Add/edit a department>> the "Options" tab >> the Include In Sales Reporting button). Please refer to Departments to learn more about this preference. 
  1. Click the Include In Sales Reporting drop-down menu. It has three options: All Departments, Only Include In Sales Reporting, and Not Include In Sales Reporting. The system selects "All Departments" by default. 

Figure 3.3.1
  1. Choose "Only Include In Sales Reporting" to view the crosstab sales records with the activated "Include In Sales Reporting" option at the product's department level.
  2. Choose "Not Include In Sales Reporting" to see the crosstab sales records where the "Include In Sales Reporting" option is deactivated at the product's department level.  

3.4 Filter Stores and Location Groups 

The Store and Location Group filter lets you view the report for selected stores (locations) and location groups. Please follow the steps below to apply the Store & Location Group filter.
  1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.4.1.

Figure 3.4.1
  1. The Manage Filters screen will appear, as Figure 3.4.2 shows. 

Figure 3.4.2
  1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters if there are any. Select the required filter from the drop-down and click the "Apply" button to apply it. The Manage Filters button next to this drop-down helps you open the Manage Saved Filters screen. Point 3.4.1 Save and Manage Location Filters explains more details.
  2. 2: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., "Store," to create or apply a custom filter specific to the selected stores.
  3. 3: Use this Search box to search for a specific location.
  4. 4: Use this drop-down to view the results (stores or location groups) based on Pricebook Zone.
  5. 5: Use this drop-down to view the products based on three parameters: All Locations, Only Active, and Only Deleted.
  6. 6: Results: This section shows the list of selected parameters. For example, if you have chosen the "Store" tab, it will show a list of stores.
  7. 7: Selection Checkboxes: You must select the required stores by ticking the checkbox. 
  8. 8: Arrow: Click the green Arrow button to move the selected stores to the Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.4.3.

Figure 3.4.3
  1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. Point 3.4.1 Save and Manage Location Filters explains the details.

3.4.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.4.3.
  2. The Name screen will appear as shown in Figure 3.4.1.1. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.4.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed and delete it when you no longer need it. Open the Manage Filters screen again and follow the steps shown in Figure 3.4.1.2 according to your requirements.   

Figure 3.4.1.2
  1. 1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply."
  2. 2: Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The Manage Saved Filters pop-up screen will appear when you click the "Manage Filters" button.
  3. 3: Filter Name: The list shows all saved custom filters. Click on a filter's name to select it. 
  4. 4: Click "Select Filter" or "Delete."
    1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
    2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."
  1. Similarly, you can filter the records by selecting the location group(s). When you set up the filters for locations (stores) and location groups, you can see the details chosen by hovering the mouse cursor over the Filter button, as shown in Figure 3.4.1.3.

 Figure 3.4.1.3
​

4. 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 defined frequencies (Daily, Weekly, Bi-weekly, Monthly, Quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

5. 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. 

6. 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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