Crosstab Sales Report - Store Employee

Crosstab Sales Report - Store Employee

Crosstab Sales Report Overview

The "Crosstab Sales Report" in FTx Cloud POS summarizes and compares sales data across multiple dimensions. It lets you analyze your sales patterns by parameters such as the day of the week, hours of operation, and departments during the chosen time frame.
Info
If you access stores in different time zones, note that the system displays the local time of the selected store in the Left Panel.
This article includes information about the following:
  1. How to generate the "Crosstab Sales 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. Reaching the "Crosstab Sales Report" 

  1. Step 1: Log into Control Center
  2. Step 2: Choose Store
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Report
  5. Step 5: Choose Crosstab Sales 
Figure 1.1 below will help you better understand the navigation.

Figure 1.1

When you click "Crosstab Sales," the Crosstab Sales Report screen opens, offering relevant filtering and sorting options, as shown in Figure 1.2. 
 Figure 1.2

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 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, and Include In Sales Reporting 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. 
  3. 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

The report above allows you to analyze sales data by day of the week for the selected time frame. It shows the total sales made each day of the week during the selected time frame. 

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

3. Report Filter Options

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

Figure 3.1

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.  

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. 
  1. Sales by Day of Week and Store: The "Sales by Day of Week and Store" report type allows you to analyze sales data by day of the week for the selected time frame. It shows the total sales made each day of the week during the selected time frame. The system selects this option by default and generates the report, as shown in Figure 2.1.
  1. Sales by Day of Week and Hour: The "Sales by Day of Week and Hour" option enables examination of sales data segmented by hour and day of the week. It displays the total sales made during each hour for the selected timeframe, as Figure 3.1.1 shows. 

Figure 3.1.1

Report Fields: 
    1. Hours of Day: This column shows the hours.
    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 sales for the hour mentioned in the adjacent column.
    4. Total Row: This row shows the total sales of all daily hours and the selected time duration.   
    5. Total Row: This row shows the total sales of all hours at the end of the respective day column for the selected time frame. 
  1. Sales by Department and Store: The "Sales By Department and Store" option lets you view the total sales by departments for the selected time frame. It displays the total sales made for each department for the selected time frame, as Figure 3.1.2 shows. 
    1. The system will consider all items sold in the department in selected locations during the selected date range. 
Figure 3.1.2

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.
 Figure 3.2.1
  1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."
Presets

The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using "Presets."
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.2.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection.
 Figure 3.2.2
  1. After making the appropriate selections for other filters, click on "Generate Report."

3.3 Include In Sales Reporting

The Include In Sales Reporting drop-down allows you to filter the report 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?" 

In the FTx Cloud POS, the "Include in Sales Reporting" feature allows corporate employees to determine whether to include their department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.
  1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.
When generating the report, you or the corporate employee can view the report records based on three options: all departments, departments with the "Include In Sales Reporting" button enabled, and departments with the "Include In Sales Reporting" button disabled. These options are available via the menu selections: "All Departments,​" "Only Include in Sales Reporting," and "Not Include in Sales Reporting," as shown in Figure 3.3.1.

 Figure 3.3.1
    1. All Departments: By default, the system selects this option, displaying items from all departments.  
    2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
    3. Not Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled. 
  1. Select the option that best suits your requirements to generate the report.
  2. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (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 provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report.  

    • Related Articles

    • 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, ...

    • Executive Comparison Crosstab Report

      Executive Comparison Crosstab Report Summary Overview The Executive Comparison Crosstab Report combines data from various areas such as sales, cycle counts, and the time clock to show an overview of a given location by weekly period. 1. Reaching the ...

    • Daily Sales Report - Store Employee

      Daily Sales Report Overview Various types of sales reports provide the most critical statistics for running a business efficiently. A daily sales report summarizes all sales made during the day at a company. FTx Cloud POS includes the "Daily Sales ...

    • Brand Sales Report - Store Employee

      Brand Sales Report Overview The "Brand Sales Report" displays all sales for the brand within a specified time frame. A brand sales report is essential for analyzing a brand's performance within a company. It’s a strategic tool for understanding, ...

    • Hourly Sales Report - Store Employee

      Hourly Sales Report Overview The "Hourly Sales Report" summarizes all sales by the hour for a specific date range. The system compiles sales data for each individual hour across all days within the selected date range. This allows for the ...