Department Sales Report Overview

1. How to generate the "Department Sales Report." 
   
2. How to apply the customer 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.
   

Figure 1.1

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

Figure 1.2

2. Generating the "Department Sales Report"

Please follow the steps below to generate the "Department Sales Report" that meets your requirements:  

1. Navigate to the Department Sales Report screen.
2. Select the date range and click "Generate Report" to view the Department Sales Report for the selected date range.
1. You can use the Filter Items (Custom Filters), Sort By, Date Range & Presets, Group By Location, Non-Tax, Include In Sales Reporting, Filter the Sales By, Group By, 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. 
   
3. When you click the "Generate Report" button after selecting the date range, the system will show the department-wise sales records, as Figure 2.1 shows.
   

 Figure 2.1

Report Fields: 

1. Department: This column shows the department's name and number. (Dept No. - Dept Name)
2. Qty Sold: This column shows the quantity that the department sells within the specified date range.
3. Total Retail: This column shows the total retail amount for the quantity sold by the department.
   
4. Reimbursable Discounts: This column shows the applied reimbursable discounts, if any.
   
5. Non Reimbursable Discounts: This column shows the applied non-reimbursable discounts, if any.
6. Discounts: This column shows the discounts applied to items belonging to the department during the transaction.
   
7. Adj Retail: After deducting the discount from the total retail, this column shows the adjusted retail value. [Adj Retail = Total Retail - Discount]
   
8. Avg Retail: This column shows the average retail amount for a single item quantity by dividing the total sold quantity. [Avg Retail = Total Retail / Qty Sold]
   
9. Total Cost: This column shows the total applicable cost for the department's quantity sold.
   
10. Buydowns: This column shows the amount applied to the items in the department.
    
11. Adj Cost: After deducting the buy-down value from the total cost, this column shows the adjusted cost. [Adj Cost = Total Cost - Buydown]
    
12. Avg Cost: This column shows the average cost for a single item quantity by dividing the total sold quantity. [Avg Cost = Total Cost / Qty]
    
13. $ Margin: This column shows the total margin of the sold quantity after calculating the buydowns and discounts. [$ Margin = Adj Retail - Adj Cost]
    
14. % Margin: This shows the margin that gains or losses in percentage. % Margin will calculate the margin against the Total Retail in percentage. [% Mgn = ($ Margin*100) / Adj Retail]
    

1. Click the department's name written in blue in the Department column.

Figure 2.2

Figure 2.3

3. Report Filter Options

FTx Cloud POS lets you view the Department Sales Report records according to your preferences using various filter options. You can configure the report with any single filter or a combination of multiple filters. Figure 3.1 shows various filters. Please read the description and details.

Figure 3.1

1: Report Filters: 

1. Filter Items: "Filter Items" lets you select the report data based on six parameters: Department, Category, Manufacturer, Tag, Vendor, and Department Tag. 3.1 Filter Items (Custom Filters) explains the further details.  
   
2. Sort By: This filter lets you arrange the report records according to two parameters: the ascending order of the department number and the alphabetical order of the department name. 3.2 Sort By explains the further details. 
3. Date Range & Presets: This filter lets you select the report's time interval. 3.3 Date Range & Presets explains further details.  
4. Group By Location: This filter lets you view the records organized by locations or location groups. 3.4 Group By Location explains the further details. 
   
5. Non-Tax: This filter lets you sort the report records by two parameters: taxable and non-taxable departments. 3.5 Non-Tax explains the further details.
6. Include in Sales Reporting: This filter lets you filter the department sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. 3.6 Include In Sales Reporting explains the further details.  
   
7. Filter the Sales By: This filter lets you filter the report records based on three parameters: All Sales, E-Commerce Sales, and In-Store Sales. 3.7 Filter the Sales By explains the further details.
8. Group By: Use the Group By drop-down to view the report based on three parameters: Department, Department Group & Department, and Department Group. 3.8 Group By explains the further details.

2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.9 Filter Store and Location Groups explains further details. 

3: Checkbox Filters: 

1. Group By Day: This checkbox allows you to view the sales data for each department group grouped by individual days.
2. Open Dept Sales Only: This checkbox lets you view the sales recorded under Open Department Sale.
   

Please refer to 4. Checkbox Filters to learn more about the checkbox filters.

1. Show All: The system defaults to "Show All." It considers all parameters to generate the Department Sales Report for the selected locations, and the "Manage" button is disabled for this option. 
   
2. Custom Filter: This option enables you to generate the report by selecting specific parameters such as Department, Category, Manufacturer, Tag, Vendor, and Department Tag. Once you choose "Custom Filter," the system will enable the "Manage" button to set up the filters. 
   

1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.
   

Figure 3.1.1

1. The Manage Filters screen will appear, as Figure 3.1.2 shows. 
   

Figure 3.1.2

1. 1: Manage Filters Drop-Down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Department Sales Report home screen: Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters. 
   
2. 2: Parameter Tabs: You will see six tabs: Department, Category, Manufacturer, Tag, Vendor, and Department Tag. Select the required tab, i.e., "Department," to create or apply a custom filter specific to the selected Departments.
   
3. 3: Search: Use this Search box for a specific result.
   
4. 4: Match All Filters drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters. 
   
5. 5: Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the "Department" tab, it will show the list of all departments. You can search for a specific department in the Search bar.
   
6. 6: Select the required departments by checking the appropriate checkboxes.
   
7. 7: Click the green Arrow button to move the selected records to the Selected Area. 
   

1. The Manage Filters screen will look like the one in Figure 3.1.3.
   

Figure 3.1.3

1. 1: When generating the Department Sales Report, you can decide whether to include or exclude.
   
1. Include: If you select Include, the system will include all the specified parameters to generate the report.
   
2. Exclude: If you select Exclude, the system will exclude all the specified parameters to generate the report.
   
2. 2: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
   
3. 3: Apply or save the custom filter:
   
1. Apply: Click the "Apply" button to apply the selected parameters. The system will navigate you to the Department Sales Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
   
2. Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.1.1 Save and Manage Custom Filters explains the details.
   

1. Click the "Save Filters" button shown in Figure 3.1.3.
   
2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
   
3. Enter the name of the custom filter and click "OK." 
   

Figure 3.1.1.1

1. You can use the saved custom filter whenever you need it and delete it when you no longer need it. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your requirements.   
   

Figure 3.1.1.2

1. 1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the report.
   
2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. A list of the saved custom filters will appear in a pop-up when you click on it.
   
3. 3: The Filter Name list shows the list of all saved custom filters. Click on the filter's name to select it.   
   
4. 4: Click "Select Filter" or "Delete."
   
1. Select Filter: Use the "Select Filter" button to select any filter from the list.
   
1. Click on the filter's name, and then click on the "Select Filter" button. The system will close the "Manage Saved Filters" pop-up screen. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Department Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. Delete: Use the "Delete" button to remove the no longer required filter from the list.
   
1. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK" to delete the filter. 
   

1. Similarly, you can filter and set up the records for other tabs (parameters).

1. To generate the Department Sales Report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The selected filter details are available under the Selected Filters (All) label, as Figure 3.1.1.3 shows.
   

Figure 3.1.1.3

 Figure 3.2.1

1. If you select the "Department #" option to generate the report, the system will arrange the report records in ascending order of the department number, as highlighted in Figure 3.2.2.   
   

Figure 3.2.2

2. If you select the "Department Name" option to generate the report, the system will arrange the report records in alphabetical order of the department name, as highlighted in Figure 3.2.3. 
   

Figure 3.2.3

3.3 Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 3.3.1.
   
2. Select the specific date and time. You can also manually enter the date in the MM/DD/YYYY format.
   
3. Click inside the End Date field and follow the same process. 
   
4. After making the appropriate selections for other filters, click on "Generate Report."
   

Figure 3.3.1

1. 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 3.3.2.
   

1. Please click on the required time frame and click "Generate Report." The system will generate and show the report based on your selection. 
   

Figure 3.3.2

3.4 Group By Location

Figure 3.4.2

Figure 3.4.3

 Figure 3.4.4

The Location Groups are the collection of the location and can be created from "Manage Location Groups" from POS -> Maintenance -> Locations.

3.5 Non Tax

1. The Non-Tax filter has three options: "All Departments," "Non-Tax Only," and "Only Tax Departments," as Figure 3.5.1 shows. The system selects "All Departments" by default. 

Figure 3.5.1

1. Select "Non-Tax Only" to include only non-taxable departments' data in the report. 
2. Select "Only Tax Departments" to include taxable department data in the report. 

3.6 Include In Sales Reporting 

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 option). Please refer to Departments to learn more about this preference. 

1. The Include In Sales Reporting drop-down has three options: "All Departments," "Only Include in Sales Reporting," and "Not Include in Sales Reporting," as Figure 3.6.1 shows. The system selects "All Departments" by default.
   

 Figure 3.6.1

1. Choose "Only Include in Sales Reporting" to view the department 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 department sales records where the "Include in Sales Reporting" option is deactivated at the product's department level.

1. The Filter the Sales By drop-down has three options: "All Sales," "E-Commerce Sales," and "In Store Sales," as highlighted in Figure 3.7.1. The system selects "All Sales" by default.
   

Figure 3.7.1

1. Select "E-Commerce Sales" to include only e-commerce sales data in the report. 
   
2. Select "In Store Sales" to include only in-store sales data in the report. 

 Figure 3.8.1

1. If you select "Department Group & Department" to generate the report, the system will arrange the report records in a combination of department groups and departments, as shown in Figure 3.8.2. 

 Figure 3.8.2

2. If you select "Department Group" to generate the report, the system will show the department group-wise sales records, as Figure 3.8.3 shows. 

 Figure 3.8.3

1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.9.1.
   

Figure 3.9.1

1. The Manage Filters screen will appear, as Figure 3.9.2 shows. 
   

Figure 3.9.2

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 3.9.1 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 results (stores or location groups) 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 3.9.3.
   

Figure 3.9.3

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 3.9.1 Save and Manage Location Filters explains the details.

3.9.1 Save and Manage Location Filters

1. Click the "Save Filters" button shown in Figure 3.9.3.
   
2. The Name screen will appear as shown in Figure 3.9.1.1. 
   
3. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. 
   
1. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.9.1.1

1. You can use the saved custom filter from the Manage Filters drop-down whenever needed. You can delete the saved custom filters when you no longer need them. Open the Manage Filters screen again and use the steps shown in Figure 3.9.1.2 based on your requirements.
   

Figure 3.9.1.2

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."
   

 Figure 4.1.1

Figure 4.2.1