Excise Tax Report Overview

1. How to generate the "Excise Tax 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 "Excise Tax 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 Excise Tax Report 
   

 Figure 1.2

2. Generating the "Excise Tax Report"

1. Navigate to the Excise Tax Report screen.
   
2. Select the date range and click "Generate Report" to view the "Excise Tax Report" for the selected date range. 
   
1. You can use the Filter Items (Custom Filters) and Date Range & Presets 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. 
   
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. Store #: This column displays the store number.
   
2. Store Name: This column displays the name of the store location.
   
3. Total Cost: This displays the total cost incurred for the excise tax item to the store.
   
4. Adj Cost: This displays the adjusted cost against the Total Cost of the sold item with excise tax, i.e., Adj Cost = Total Cost—Buydown (if any applied). The system calculates it automatically.
   
5. Total Retail: This displays the total retail for that transaction, excluding the discounts. 
   
6. Adj Retail: This is the adjusted retail amount for the transaction, including excise tax on the sold items. The system calculates it as Adj Retail = Total Retail—Discount (if any applied).
   
7. Excise Tax Collected: This column displays the excise tax the cashier collects at the store location in the selected date range. 
   

3. Report Filter options  

Figure 3.2

3.1 Filter Items (Custom Filters) 

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 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 Excise Tax 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 four tabs: Department, Manufacturer, Vendor, 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 for a specific result.
   
5. 5: 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 Filter 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 departments from the "Department" tab and a few vendors from the "Vendor" tab. 
   
6. 6: Results: Here, you see the relevant list of data on the Manage Filter screen for the selected tab. For example, if you have chosen the Department tab, it will show the list of all departments. You can use the "Search" bar for a specific department. You will see the data accordingly if you have applied the 4 or 5 filters.
   
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 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 Excise Tax 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 again and use the steps shown 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 Excise Tax 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.
   

3.2 Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.2.1.
   

 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 3.2.2, 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

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites