CrossTab Sales Report Overview
CrossTab Sales Report will display a report with quantities of different products that are sold in different regions and their sales totals within a specific date range.
You can use the drop-down filter labeled “CrossTab Report Type” to generate the sales data report for each store within a specifically selected date range, either for all 7 days of a week or for each department. Select the option labeled “Sales by Department and Store” to see the department-wise sales data for each store location.
Select the option labeled “Sales by Day of Week and Store” to see the day-wise sales data for each store location. The system will also display the name of each department and store location, along with the total sales value for each store location, the total sales value on each day, and the total sales value for each department.
1. Reaching the CrossTab Sales Report
To reach the "CrossTab Sales Report," follow the below steps:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
- Step 4: Choose Sales Reports
- Step 5: Choose CrossTab Sales
See Figure A. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.
Figure A
By clicking "CrossTab Sales," you will be redirected to the "CrossTab Sales Report" page with relevant filtering and sorting options.
Figure B
2. Generating the CrossTab Sales Report
When you navigate to the page, you will see the options pre-selected by default. You can generate the CrossTab Sales Report for the selected date range.
Figure C
Fields to be Filled:
- CrossTab Report Type: This column displays the CrossTab Report type:
- Sales by Day of Week and Store: This report type, if selected, will display the sales crosstab sales report by day of week and store. See Figure C.
- Sales by Day of Week and Hour: This report type, if selected, will display the sales crosstab sales report by day of week and hour.
Figure D
- Sales by Department and Store: This report type, if selected, will display the sales crosstab sales report by department and store.
Figure E
- Add To Stores: This field lets you choose three categorical filters that would display the CrossTab Sales Report differently.
Fields Description:
- Location: This column displays the name of the physical location for which the report is displayed.
- Week Days: Crosstab Sales Report is displayed for the 7 days of the week in a separate column.
- Total: This column displays the total sales for the location mentioned in the adjacent column.
3. Date Range for the CrossTab Sales Report
You can filter your CrossTab Sales data for the CrossTab Sales Report by selecting a date in the Date field.
3.1 Start Date: This field lets you choose the start date to select the time range.
3.2 End Date: This field lets you choose the end date to select the time range.
3.3 Presets: The Presets label is provided to select the specific duration/interval to generate the data in the reports with that. See Figure H.
Figure H
4. Add to Sales:
See Figure I below. There are three categorical filters that would display the location sales report differently.
Figure I
4.1: All Departments:
The department is to classify the products into specific tax groups, age restrictions, and other such options.
If the "All Departments" option is chosen from the drop-down option, the report will display the product from all the departments, irrespective of the "Add to Sales" flag in the Department of Products module.
Figure J
For all departments, the report will be shown in Figure D above.
4.2: Only Add to Sales
As highlighted in Figure J, if the "Add to Sales" flag is turned ON while assigning a department to a product, the report will display only those items for which the "added to the sales" flag is on.
Figure K
4.3: Not Added to Sales
As highlighted in Figure J, if the "Add to Sales" flag is turned OFF while assigning a department to a product, the report will display only those items for which the "added to the sales" flag is off.
Figure L