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 by the employee with the individual transactions that they stemmed from.

1. Reaching the Employee Detailed Variances Report 

To reach the "Employee Detailed Variances Report," follow the below steps:
  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 
See Figure A. 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 A

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


                                                                                           Figure B

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 C


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.
 
                                                                               Figure 1

When you click any of the above-highlighted fields, the details of the variance are highlighted in Figure 2.

                                                                                                       










                                                                               Figure 2

Fields:
Location Summary Report
  • Location: This column displays the name of the store location.
  • # of Transactions: This column displays the number of transactions 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

    1. Cashier Name: The name of the cashier present at that register number during a particular shift on a particular date.
    2. Reg #: This column displays the register number that is used in the transaction by the 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 D2 highlighted below.

                                                                                  Figure D1
     You will be redirected here:

                                                                                             Figure D2
    1. Employee Name: Here is the name of the employee in whose name the transaction with variance happened.
    2. Store: This column displays the name of the store location.

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

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

                                                                                             Figure G

    4. Variance Filter

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

                                                                                             Figure H

    3.1. 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 I for reference. Here, the entered value for variance is $4000, thus the report will display the result for variance greater than $4000.


                                                                                               Figure I

    3.2. 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 J for reference. Here, the entered value for variance is $4000, thus the report will display the result for variance lesser than $4000.


                                                                                             Figure J 

    3.3. 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 K for reference. Here, the entered value for variance is $510.33, thus the report will display the result for a variance equal to $510.33.


                                                                                                  Figure K 

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