Employee Detailed Variances Report

Employee Detailed Variances Report

Employee Detailed Variances Report Overview

The "Employee Detailed Variances Report" lists variances determined by the Smart Till for the employee with the individual transactions that they stemmed from. Various types of filters can be applied to fetch the desired results reports.

1. Reaching the "Employee Detailed Variances Report" 

To reach the "Employee Detailed Variances Report," follow the steps below:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Smart Till Reports
  5. Step 5: Choose Employee Detailed Variances 



                                                                                     Figure 1.0

See Figure 1.1. 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 Smart Till Reports.


                                                                                            Figure 1.1

You will see the "Report Data is Empty" message initially. You need to select the options from the filter items, variance filter, and employee field data in the report.



                                                                                           Figure 1.2

2. Generating the "Employee Detailed Variances Report"

When you navigate to the "Employee Detailed Variances Report" page, you will get the options pre-selected by default. You can generate the "Employee Detailed Variances Report" by clicking the "Generate Report" button.
 

                                                                                      Figure 2.1

Info
If you wish to know more about the Lowest Variance Transaction Amount and Highest Variance Transaction Amount, you can click on the amount value highlighted in blue.
See Figure 2.1.1 "Amount"  label.

                                                                            Figure 2.1.1
                 
When you click any of the above-highlighted fields, the details of the variance are shown as highlighted in Figure 2.1.2.
                                                                                                                                                                                              Figure 2.1.2

 Location Summary Report Fields:

  • Location: This column displays the name of the store location where the smart till depicted the variance.
  • # of Transactions: This column displays the number of transactions with variance that happened at that store location in the selected date range.
  • # of Variance Transactions: This column displays the total number of transactions with variance.
  • Lowest Variance: This column displays the lowest variance amount found among all the transactions that happened at that store location in the selected date range.
  • Lowest Variance Transaction Amount: This column displays the transaction amount with the lowest variance.
  • Avg Variance: The average variance is calculated by the system based on the total variance amount and number of transactions in the selected date range.
  • Highest Variance: This column displays the highest variance amount found among all the transactions that happened at that store location in the selected date range.
  • Highest Variance Transaction Amount: This column displays the transaction amount with the highest variance.

    • Largest Variance Fields:

    1. Cashier Name: The name of the selected cashier present at that register number during a particular shift on a particular date when variance occurred.
    2. Reg #: This column displays the register number that is used in the transaction by the selected cashier.
    3. Receipt Number: The receipt numbers are generated for various transactions in the store, e.g., cash and carry transactions, return transactions, customer orders, quotations, and payments. 
    4. Store: This column displays the name of the store location.
    5. Sale Date: This column displays the date when the cashier carried out the transaction.
    6. Sale Total: Here, the total of a particular transaction is displayed in this column.
    7. System Drawer Value: The column will display the value of the currency that is now present inside the system drawer after the transaction that is showing variance.
    8. System Actual Value: Here, the actual value of the system that is entered by the cashier is displayed in this column.
    9. Action: This field has a View button that will redirect you to the E-Journal, where you will find Figure 2.2 highlighted below.


                                                                                  Figure 2.2
    This will open up the E-Journal to the receipt attached to that transaction.                                                           
                                                                             Figure 2.2

    3. Employee

    This field allows you to choose the employee name from the attached drop-down employee list to display the detailed variance depicted by the Smart Till.
    Select the employee name and date range, and click on "Generate Report" to generate Employee Detailed Variances Report for that employee.


                                                                                   Figure 3.0                                                                                   

    4. Date Range & Presets

    You can filter your sales data in the report by selecting the date range as well as specific times.
    By clicking the edit box, you will get the tiny calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.
    1. Start Date: This field displays the associated calendar to pick the start date of the date range.

                                                                                           Figure 4.0
    1. End Date: This field displays the associated calendar to pick the end date of the date range.

                                                                                                   Figure 4.1
    1. Presets: A Presets label is provided to select the specific duration/interval to generate the report.

                                                                                             Figure 4.2

    5. Variance Filter

    This filter allows you to display the Employee Detailed Variances Report in filter-specific form. There are three options highlighted in Figure 5.0 in which reports can be displayed.


                                                                                             Figure 5.0

    5.1. Variance Greater Than: If this option is selected, it will take a numerical value as input to display the filter-specific report, i.e., the resultant report will display the result with a variance value greater than the entered value. See Figure 5.1 for reference. Here, the entered value for variance is $4000; thus, the report will display the result for variance greater than $4000.

                                                                                                   Figure 5.1

    5.2. Variance Less Than: If this option is selected, it will take a numerical value as input to display the filter-specific report, i.e., the resultant report will display the result with a variance value lesser than the entered value. See Figure 5.2 for reference. Here, the entered value for variance is $4000; thus, the report will display the result for variance lesser than $4000.


                                                                                             Figure 5.2

    5.3. Variance Equal To: If this option is selected, it will take a numerical value as input to display the filter-specific report, i.e., the resultant report will display the result with a variance value equal to the entered value. See Figure 5.3 for reference. Here, the entered value for variance is $10.00; thus, the report will display the result for a variance equal to $10.00.



                                                                                                  Figure 5.3 

    6. 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.

    7. 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. 

    9. 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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