Employee Sales Report

Employee Sales Report

Employee Sales Report Overview

The "Employee Sales Report" helps identify the employees who made maximum/minimum sales in the selected date range. These reports work with different types of filters that can be configured depending on the requirements, and the system will display the records of sales data for each employee according to the selected filter options.

Reaching the "Employee Sales Report" 

To reach the "Employee Sales Report":     
  1. Log into Control Center
  2. Choose Point of Sale
  3. Choose Sales Reports

                                                                                        Figure 0.0
  1. Choose Employee Sales 

Understanding the "Employee Sales Report" Layout 

See Figure 0.1. You will see many types of inventory reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.
From the associated drop-down, select "Employee Sales." 


                                                                                     Figure 0.1

1. Generating the "Employee Sales Report"

To generate the "Employee Sales Report," follow the steps below. (See Figure 0.1 above.).
  1. From the Employee Sales Report page, you will see the Choose Report drop-down selection.
  2. By clicking the drop-down selection, you will see different types of sales reports in alphabetical order.
  3. Search for "Employee Sales Report" from the list and click on it.
  4. Fill in the Date Range to fetch the report.
You will see the Report Data is Empty message initially. You need to select the date range to generate the report. See Figure 1.0.

                                                                                                                                        Figure 1.0

When you click on the "Generate Report" button in the top right corner, the Employee Sales Report will be displayed, as highlighted in Figure 1.1.

                                                                             Figure 1.1
Report Labels:
  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 in the system uniquely. 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 respected employee.
  4. Loyalty Sales: This field gives the total number of sales transactions that are carried out for loyalty customers by the respected employee.
  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 gives details about the total quantities sold by the selected employee.
  9. Total Loyalty Retail: This field gives the total retail amount of the loyalty sales that are generated in the name of the selected employee.
  10. Total Non-Loyalty Retail: This field gives the total retail amount that the non-loyalty sales have generated in the name of the selected employee.
  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).

2. Filter Items

This section lets you custom select the items for the Employee Sales Report. It is explained under the Manage Filter part.


                                                                              Figure 2.0
  1. Show All: It considers all the data (criteria) to generate the report. By default, this option will be pre-selected.
  1. Custom Filter (Manage): To customize the items for the report, you need to select the "Custom Filter" option. Once you select it, the "Manage" button will be enabled to set up the filters. 
Manage Filters:
You will see the different tabs to filter the items for the item "Employee Sales Report." You can choose the required filter category.
  1. You can select the saved custom filter from the drop-down selection.
  2. The "Manage Filters" button will open the list of the saved custom filters.

                                                                                 Figure 2.1
Manage Filter Tabs:
  1. UPC: Selecting UPC will fetch the items along with their UPC in the results section.
  2. Department: If you select "Department," you will see a report of items that are sold department-wise.
  3. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report of the items that are sold.
  4. Category: If you select "Category," you will see the product's category-wise inventory data in the report. You can check the inventory data in the report at the category level. You need to select the level from the "Category" drop-down selection.
  5. Tag: If you select "Tag," you will get the tags-wise inventory data for the group that is entered in the product details. When you select "Tag," the specific tag group will be enabled.
  6. Vendor: If you select "Vendor," you will get the vendor-wise inventory data for the group that is entered in the product details.
  7. Department Tag: If you select "Department Tag," you will get the department tag inventory data for the group that is entered in the product details.
By clicking the "Manage" button, a Manage Filters window will pop up. You will see the following details: (See Figure 2.2 below.)
  1. You will see the different tabs to filter the items for the Employee Sales Report. You can choose the required records by navigating the tabs individually to generate Employee Sales Report.
  2. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of the saved custom filters.
  3. You will find the checkbox along with all the records. You need to select the items from the list and move to the Selected List area on the right side.
  4. Once you select the records from the list, click on the green right-sided arrow (Move button) to move the records to the Selected List area.
  5. By clicking the Move button, the selected records will be moved to the Selected List. So, the Employee Sales Report will be generated with the selected records only.
1. Selected List: You will have one flag to decide whether you want to Include or Exclude the selected records when Figure 2.2 is generated.
                                                                   Figure 2.2
  1. Include: If the flag is selected as Include, it means the Employee Sales Report will be generated by applying the selected records. See Figure 2.2 above.
  2. Exclude: If the flag is selected as Exclude, it means the Employee Sales Report will be generated without including the selected records. See Figure 2.2 above.
2. Clear Selection: You can remove any record from the list by clicking the Remove (x) icon. If you want to remove the whole selection, click the "Clear Selection" button.

2.1. Manage "Saved Filters"

  1. You can select the saved custom filter from the drop-down selection.
  2. The "Manage Filters" button will open the list of the saved custom filters.

                                                                       Figure 2.1.0
  1. Select Filter: You can select any filter from the list to generate the desired Employee Sales Report. Select the filter from the list, and then click on the "Select Filter" button.
  2. Close: This button will close Manage Saved Filters.
  3. Delete: This button will delete the selected custom saved filter.

3. Date Range

  1. You can filter your data in the report between the dates and select a specific time from the Start Date and End Date drop-down calendars.
  2. By clicking the edit box, you will get the drop-down calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.
  3. You can also generate a report with a specific time duration (till morning/evening), and you can select the particular time (hour & minutes) from the date selection. See Figure 3.0.
  1. Start Date: This option lets you set the start date for the selected date range.

                                                                             Figure 3.0
  1. End Date: This option lets you set the end date for the selected date range.

                                                                         Figure 3.1
  1. Presets: Presets label is provided to select the specific duration/interval to generate the Employee Sales Report according to the selected time period.

                                                                                 Figure 3.2

4. Include in Sales Reporting

This section lets you select and apply a filter to get the filtered results for the Employee Sales Report department-wise. 

                                                                           Figure 4.0
  1. All Departments: This option is pre-selected by default. displays the employee sales data for all the departments.
Notes
For the other two options, the results are dependent on the Only Include in Sales Reporting toggle, whether it is set to YES or NO.

                             Figure 4.1

2. Only Include in Sales Reporting: If the Only Include in Sales Reporting option is selected, the Employee Sales Report will include only those departments in which the toggle (See Figure 4.1) is set to YES. 
See Figure 4.2 for results:


                                                                       Figure 4.2

3. Not Include in Sales Reporting: If the Not Include in Sales Reporting option is selected, the Employee Sales Report will include only those departments in which the toggle (See Figure 4.1) is set to NO.  
See Figure 4.3 for results:
​

                                                                            Figure 4.3

5. Checkbox Filters:

  1. Open Department Sales Only: This is another filter that will give the details of the sales of the products that are not added to the Pricebook Zones and do not have a proper inventory displayed with this Open Department Sales filter. Check the filter, click on "Generate Report" and the Employee Sales Report for this filter will have the data, as highlighted in Figure 5.0 below.            
                                                          Figure 5.0 

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. 

8. 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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