Department Sales Comparison Report

Department Sales Comparison Report

Department Sales Comparison Report Overview

A "Department Sales Comparison Report" takes the sales data from two defined date ranges and provides the information. 

FTx Cloud POS provides the department's specific comparison sales report with custom filter options to help the retail business check the department's particular sales. As sales manager/superadmin users, you can compare the department sales data by selecting the specific date range or the time interval (Presets: This Week, Last Week, etc.).

In this technical document, you will see:
  1. How to check the department sales comparison by setting up the date range
  2. How to apply the customer filter options to filter the department sales report data
  3. Sorting and grouping options to get the sales comparison data in a specific manner

1. Reaching the "Department Sales Comparison 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 Department Sales Comparison
Figure 1.1 below will help you understand the navigation better.


Figure 1.1
                         
When you click "Department Sales Comparison," the Department Sales Comparison 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 "Department Sales Comparison Report" 

Please follow the steps below to generate the "Department Sales Comparison Report" that meets your requirements: 
  1. Navigate to the Department Sales Comparison Report screen.
  2. Select the Start and End dates for Range 1. Select the Start and End dates for Range 2. The system will use these dates to compare the sales data and show the sales comparison between Range 1 and Range 2.

Figure 2.1

For example, suppose you select 09/01/2023 and 09/30/2023 as start and end dates, respectively, for Range 1 and 02/01/2024 and 09/29/2024 as start and end dates, respectively, for Range 2. The system will show the sales comparison between September 2023 and February 2024. Selecting the date range according to the month or week is not mandatory. You can choose any date range. 
  1. Click "Generate Report" to view the Department Sales Comparison Report for the selected date ranges. 
    1. You can use the Filter Items (Custom Filters), Sort By, Group By Location, 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.
    1. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  1. When you click the "Generate Report" button after selecting the date ranges, the system will show the department-wise sales records, as Figure 2.2 shows.

Figure 2.2

Understanding the Report:
The description below explains how to understand the Department Sales Comparison Report using the example of Figure 2.2.
  1. 1: This section shows the sales comparison of the products falling in the 46 - FULL PRICE PACK department for the specified date range.
    1. The Date Range field shows the date range you selected for Range 1 and Range 2. 
    2. The Difference field shows the difference in sales and other parameters during the specified date range. 
  2. 2: This section shows the sales comparison of the products falling in the 95 - INCENSE department for the specified date ranges.
    1. The Date Range field shows the date range you selected for Range 1 and Range 2. 
    2. The Difference field shows the difference in sales and other parameters during the specified date range. 
  3. 3: Report Grand Totals This section shows the total sales of all/selected departments during the specified date range. This section will appear at the end of the report. If there are a hundred departments, this section will appear at the end of the comparison section of those hundred departments.
    1. This section also has the Date Range and Difference fields. It will show the values for all or selected departments.  
Report Fields:
  1. Date Range: This column represents the selected Date Range 1 and Date Range 2 in two rows to compare the departments' sales data.
  2. Qty Sold: This column represents the quantity sold from the department within the specified date range.
  3. Total Retail: This column represents the total retail amount for the quantity sold by the department.
  4. Discounts: This column represents the discounts applied to items belonging to the department during the transaction.
  5. Adj Retail: This column represents the adjusted retail value after deducting the discount from the total retail. [Adj Retail = Total Retail - Discount]
  6. Total Cost: This column represents the total applicable cost for the department's quantity sold.
  7. Buydowns: This column represents the buydown amount applied to the items in the department.
  8. Adj Cost: This column represents the adjusted cost after deducting the buy-down value from the total cost. [Adj Cost = Total Cost - Buydown]
  9. $ Margin: This column represents the total margin of the sold quantity after calculating the buydowns and discounts. [$ Margin = Adj Retail - Adj Cost]
  10. % Margin: This represents the margin that gains or losses in percentage. % Margin will calculate the margin against the Total Retail in percentage. [% Mgn = ($ Margin*100) / Adj Retail]

3. Report Filter Options

FTx Cloud POS lets you view the Department Sales Comparison 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
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. Date Range & Presets: This filter lets you select the report's time interval. Since this is a sales comparison report, you need to specify two date ranges for the system to compare the sales data.
    1. Range 1: Here, you select the first time interval.
    2. Range 2: Here, you select the second time interval.
3.2 Date Range & Presets explains how to select the date range.  
  1. Sort By: This filter lets you arrange the report records based on two parameters: ascending order of the department number and alphabetical order of the department name. 3.3 Sort By explains the further details. 
  2. Group By Location: This filter lets you view the records organized by Locations or Location Groups. Point 3.4 Group By Location explains the further details. 
  3. 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. Point 3.5 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. 3.6 Filter Store and Location Groups explains further details. 

3.1 Custom Filters for Items

The Filter Items drop-down lets you select the report data using specific parameters. It has two selection options:
  1. Show All: The system selects "Show All" by default. It considers all parameters to generate the Department Sales Comparison Report for the selected locations. 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. 
Please follow the steps below to create and apply a custom filter: 
  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 Comparison 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 five tabs: Department, Category, Manufacturer, Tag, 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 Comparison 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. Click the "Apply" button to apply the selected parameters. The system will navigate you to the Department Sales Comparison Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
    2. Click the "Save Filters" button to save the custom filter for future use. 3.1.1 Save and Manage Custom Filters explains the details.

3.1.1 Save & Manage Custom Filters

You can also save the configured custom filters for future use.
  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 don't need it anymore. Open the Manage Filters screen again and use 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 to generate the Department Sales Comparison 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. 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 Comparison 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. 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 Comparison 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

3.2 Date Range & Presets


Date Range

You must choose two necessary date ranges for the sales comparison in order to compare the sales. Please follow the steps below to select the report's required date range and time interval for both Range 1 and Range 2:
  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 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 3.2.1

Presets
  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 3.2.2.
  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 Sort By

The Sort By filter lets you arrange the report records based on two parameters: the ascending order of the department number and the alphabetical order of the department name. 
  1. The Sort By filter has two options: "Dept #" and "Dept Name," as shown in Figure 3.3.1.

Figure 3.3.1
  1. If you select the "Dept #" option to generate the report, the system will arrange the report records in ascending order of the department number, as Figure 3.2.2 shows.
  2. If you select the "Dept Name" option to generate the report, the system will arrange the report records alphabetically by the department name, as highlighted in Figure 3.3.2. 

Figure 3.3.2

3.4 Group By Location

The Group By Location filter lets you view the report records segregated by locations or location groups. By default, the system selects "None." Click the Group By Location drop-down highlighted in Figure 3.4.1 to change it.

Figure 3.4.1

1. Location: If you select "Location," the system will display records grouped according to locations, as Figure 3.4.2 shows.

Figure 3.4.2
2. Location Group: If you select "Location Group," the system will display records grouped according to location groups.
  1. The Include Location Group(s) drop-down will appear when you select "Location Group," as Figure 3.4.3 shows. Please select the required locations from it. 

Figure 3.4.3
  1. The system will sort the report based on location groups, and the Include Location Group(s) drop-down will show the selected location groups, as Figure 3.4.4 shows.

Figure 3.4.4

3.5 Include In Sales Reporting 

The Include In Sales Reporting drop-down lets you filter the department 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" option. 
  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 3.5.1 shows. The system selects "All Departments" by default.

 Figure 3.5.1
  1. Choose "Only Include in Sales Reporting" to view the department sales records with the activated "Include In Sales Reporting" option.
  2. Choose "Not Include in Sales Reporting" to see the department sales records where the "Include In Sales Reporting" option is deactivated.  

3.6 Filter Stores & 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 3.6.1.

Figure 3.6.1
  1. The Manage Filters screen will appear, as Figure 3.6.2 shows. 

Figure 3.6.2
  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. 3.6.1 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 the 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 3.6.3.

Figure 3.6.3
  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. 3.6.1 Save and Manage Location Filters explains the details.

3.6.1 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 3.6.3.
  2. The Name screen will appear as shown in Figure 3.6.1.1.
  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 3.6.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed, and you can delete it when you no longer need it. Open the Manage Filters screen again and use the steps shown in Figure 3.6.1.2 according to your requirements.

Figure 3.6.1.2
  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." 
  1. 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. 
  2. 3: Filter Name: The list shows all saved custom filters. Click on a filter's name to select it.     
  3. 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 3.6.1.3.

Figure 3.6.1.3

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 the 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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