Department Sales Comparison Report - Store Employee

Department Sales Comparison Report - Store Employee

Department Sales Comparison Report Overview

The "Department Sales Report" in the FTx Cloud POS system summarizes sales data categorized by different departments or product groups within the store. It helps you understand which departments are performing well, identify slow-moving categories, and make decisions about inventory, promotions, or staff allocation.

This article includes information about:
  1. How to generate the "Department Sales Comparison 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 "Department Sales Comparison Report"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Location
  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

2. Generating the "Department Sales Comparison Report" 

Please follow the steps below to generate the "Department Sales Comparison Report" for the selected date ranges: 
  1. Navigate to the Department Sales Comparison Report summary screen. 
  2. Select the Start and End Dates for Range 1.
  3. 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
    1. For example, suppose you select 01/11/2025 and 02/11/2025 as start and end dates, respectively, for Range 1 and 08/11/2025 and 09/11/2025 as start and end dates, respectively, for Range 2. The system will show the sales comparison between January 2025 and May 2025. 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, 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 Section 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. 
  2. 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: This section compares the sales of the products in the "1 - Beer" department for the specified date range.
  1. The Date Range rows show the date range you selected for Range 1 and Range 2. 
  2. The Difference row shows the difference in sales and other parameters during the specified date range. 
2: This section compares the sales of the products in the "2 - Cigar Dep" department for the specified date ranges.
  1. The Date Range rows show the date range you selected for Range 1 and Range 2. 
  2. The Difference row shows the difference in sales and other parameters during the specified date range. 
Similarly, the system will compare all sold departments during the selected date ranges.

3: Report Grand Totals: This section shows the total sales of all/selected departments during the specified date range. It will appear at the end of the report. If there are a hundred departments, it 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 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 amount applied to the items in the department.
  8. Adj Cost: This column represents the adjusted cost. (The 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. As highlighted in Figure 3.1, you can configure the report with any single filter or combination of multiple filters.


 Figure 3.1

Report Filters:
  1. Filter Items: Filter Items lets you select the report data based on five parameters: Department, Category, Manufacturer, Tag, 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. 3.2 Date Range & Presets explains how to select the date range.  
  3. Sort By: This filter lets you arrange the report records based on two parameters: the department number in ascending order and the department name in alphabetical order. 3.3 Sort By explains the further details. 
  4. 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 3.4 Include In Sales Reporting explains the further details.   

3.1 Filter Items (Custom Filters) 

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, 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 shown in Figure 3.1.2.

Figure 3.1.2
  1. 1: Saved 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.
  2. 2: Manage Filters: Clicking this button will also open the Manage Saved Filters screen. Section 3.1.1 Save and Manage Custom Filters, explains the details.
  3. 3: Parameters 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.
  4. 4. Search: Use this Search box to find a particular result.
  5. 5: Match All Filters Drop-Down: This filter has two options, Match All Filters and Match Any Filters. Select either option to determine whether the Manage Filters screen data matches all applied filters. This drop-down is useful when you use multiple parameter tabs. For example, you choose a few manufacturers from the Manufacturers tab and a few departments from the Department tab. 
  6. 6: Results: This section shows the list of relevant items in the selected tab. For example, if you have chosen the Department tab, it will show the list of departments. You can use the "Search" bar for a specific department. 
  7. 7: Selection Checkboxes: Select the required departments by checking the corresponding checkboxes.
  8. 8: Arrow: Click the green Arrow button to move the selected records to the "Selected Area."
  1. The Manage Filters screen will appear as shown in Figure 3.1.3.

Figure 3.1.3
  1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.
    1. Include: Select "Include" to include all specified parameters in the report generation process.
    2. Exclude: Selecting "Exclude" will cause the system to exclude all specified parameters from generating the report.
  2. 2 Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove a single record from the list, click the Remove (x) icon next to the record.
  3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Department Sales Comparison Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
  4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. Section 3.1.1, Save and Manage Custom Filters explains the details.

3.1.1 Save & Manage Custom Filters

Please follow the steps below to save the configured custom filters for future use and manage the existing custom filters. 
  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. Enter the name of the custom filter and click "OK." The system will save the filter. 

Figure 3.1.1.1
  1. The system will save the filter. You can use the saved custom filter whenever needed and delete it when no longer required. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your specific 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 and click "Apply."
  2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click it, a list of saved custom filters will appear in the "Manage Saved Filters" pop-up screen.
  3. 3. Filter Names: The Filter Names section lists all saved custom filters. Click on a filter name to select it.  
  4. 4: 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. Next, 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.
  5. 5. Delete: Use the "Delete" button to remove the no longer required filter from the list.
  1. Similarly, you can filter and set up the records for other tabs (parameters).
  2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button.
  3. The system will generate the report based on your specific choice, and the selected filter details will be displayed under the "Selected Filters" label, as shown in Figure 3.1.1.3. 

 Figure 3.1.1.3

3.2 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval for Range 1 and Range 2: 
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.3.1.

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 use presets to choose the report's required date ranges for Range 1 and Range 2. 
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.3.2, 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.
  3. After making the appropriate selections for other filters, click on "Generate Report."


 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. 

The Sort By filter has two options: Dept # and Dept Name, as shown in Figure 3.3.1.


Figure 3.3.1
  1. Dept #: The system generates the report by default selecting the "Dept #" option and arranges the report records in ascending order of the department number, as shown in Figure 2.1.
  2. Dept Name: 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 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?" 
When creating or editing a Department, the corporate employee can use the "Include In Sales Reporting" feature to determine whether to include the 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 3.4.1. 

Figure 3.4.1
    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. 
    4. Select the option that best suits your requirements to generate the report. 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.  

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