Employee Sales Report Overview 

1. How to generate the Employee Sales 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 "Employee Sales Report"

1. Step 1: Log into Control Center
2. Step 2: Choose Store
3. Step 3: Choose Reports
4. Step 4: Choose Sales Reports
5. Step 5: Choose Employee Sales

Figure 1.2

2. Generating the "Employee Sales Report"

1. Navigate to the Employee Sales Report screen.
   
2. Select the date range and click "Generate Report" to view the "Employee Sales Report" for the selected date range. 
   
1. You can use the Filter Items (Custom Filters), Date Range & Presets, Include In Sales Reporting filters, and the Open Dept Sales Only checkbox filter 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. 
   
3. When you click the "Generate Report" button after selecting the date range, the system will show the store-wise report records, as Figure 2.1 shows. 
   

Figure 2.1

Report Fields:

1. Employee: This field gives you the cashier/employee who handled the sale transaction.
2. Employee #: Every employee is assigned a code to be represented uniquely in the system. This field displays that.
3. Non-Loyalty Sales: This field gives the total number of non-loyalty sales transactions for the non-loyalty customers in the selected date range by the respective employee.
4. Loyalty Sales: This field gives the total number of sales transactions the respective employee has carried out for loyalty customers.
5. Total Sales: This is the total number of sales transactions combined - Non-Loyalty Sales + Loyalty Sales.
6. Loyalty/Total Sales%: This field gives the percentage of total loyalty sales: Total Loyalty Sales x Total Sales x 100.
7. Change of Loyalty Avg%: This field gives the change of loyalty percentage, which is calculated as (Loyalty Sales/Total Sales) - (Previous Day Loyalty Sales/Previous Day Total Sales) / (Previous Day Loyalty Sales/Previous Day Total Sales) *100.
8. Qty Sold: This field details the total quantities the selected employee sells.
9. Total Loyalty Retail: This field gives the total retail amount of the loyalty sales generated in the selected employee's name.
10. Total Non-Loyalty Retail: This field gives the total retail amount the non-loyalty sales have generated in the selected employee's name.
11. Total Retail: This field gives the total retail amount - Non-Loyalty Retail + Loyalty Sales.
12. Adjusted Retail: This is the adjusted retail amount of the sold item, i.e., Adj Retail = Total Retail - Discount (if any applied).
13. Total Cost: This field displays the total cost of the item in the sold quantity, excluding any cost changes within the selected date range. 
14. Adj Cost: This displays the adjusted cost against the Total Cost of the sold item, i.e., Adj Cost = Total Cost - Buydown (if any applied).

Figure 3.1.1

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

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 Employee Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Click this button to open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see seven tabs: UPC, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. Select the required tab, i.e., "UPC," to create or apply a custom filter specific to the selected UPCs.
   
4. 4: Search: Use this Search box for a specific result.
   
5. 5: All Items: Use the Item filter to filter the Manage Filters screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the "UPC" tab.
   
6. 6: Active Only: Use this filter to filter the Manage Filters screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the UPC tab.
   
7. 7: Match All Filters Drop-Down: The Match All Filters 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 particularly useful when you use multiple parameter tabs, such as when you choose a few UPCs from the "UPC" tab and a few vendors from the "Vendors" tab. 
   
8. 8: Results: Here, you see the relevant list of data on the Manage Filters screen for the selected tab. For example, if you have chosen the "UPC" tab, it will show the list of all UPCs. You can use the "Search" bar for a specific UPC. You will see the data accordingly if you have applied the 4, 5, 6, or 7 filters.
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the corresponding checkboxes.
   
10. 10: 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 in generating the report.
   
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 from generating the report.
   
2. 2: Clear Selection: 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: Click the "Apply" button for the selected parameters. The system will navigate you to the Employee Sales 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. 3.1.1 Save and Manage Custom Filters explains the details.
   

3.1.1 Save & Manage 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. 
   
3. Enter the name of the custom filter and click "OK." The system will save the filter.
   

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. Reopen the Manage Filters screen and use the steps 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. When you click on it, a list of the saved custom filters will appear in the Manage Saved Filters pop-up screen.
   
3. 3: Filter Names: The Filter Name list shows 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.
   
4. 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 Employee Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
5. 5: Delete: Use the "Delete" button to remove the filter no longer required 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. The selected filter details are available under the Selected Filters label, as Figure 3.1.1.3 shows.
   

Figure 3.1.1.3

3.2 Date Range & Presets

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."

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 Include In Sales Reporting 

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.
   

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.