Item Ranking Report Overview

1. How to generate the "Item Ranking Report." 
   
2. How to apply the customer 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 "Item Ranking Report" 

1. Step 1: Log into Control Center
   
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Item Ranking
   

Figure 1.1

When you click "Item Ranking," the Item Ranking Report screen will open, which offers relevant filtering and sorting options, as Figure 1.2 shows.

Figure 1.2

2. Generating the "Item Ranking Report"

Please follow the steps below to generate the "Item Ranking Report" that meets your requirements:  

1. Navigate to the Item Ranking Report screen.
   
2. Select the date range and click "Generate Report" to view the "Item Ranking Report" for the selected date range.
   
1. You can use the Filter Items (Custom Filters), Date Range & Presets, and Rollup filters to create the report that meets your requirements. These filters can be used in combination for a more tailored report. 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 sales data, ranking items from the highest to the lowest at all locations, as Figure 2.1 shows.  
   

Figure 2.1

Report Fields:

1. Location: This column shows the store name and store number where the item was sold.
2. UPC: This column shows the item's UPC (Universal Product Code). 
3. Item Name: This column shows the item's name. 
4. Part #: This column shows the item's vendor part number. 
5. QOH: This column shows the item's QOH (Quantity On Hand) at the location.
6. Qty Sold: This column shows the quantity of items sold at the location during the selected date range.
   

3. Report Filter Options

FTx Cloud POS lets you view the report according to your preferences using various filter options. As highlighted in Figure 3.1, you can configure the report with any single filter or a combination of multiple filters.

Figure 3.1

1. Filter Items: Filter Items lets you select the report data based on six parameters: UPC, Department, Category, Manufacturer, Vendor, and Tag. This means you can access the Item Ranking Report for the selected parameter, i.e., items (UPCs), departments, or any other parameter. 3.1 Filter Items (Custom Filters) explains the further details. 
2. Date Range & Presets: This filter lets you select the report's time interval. 3.2 Date Range & Presets explains further details. 
   
3. Rollup: The Rollup filter lets you view the parent and child products' quantity based on three parameters: As Separate, As Decimal, and As Parent | Child. 3.3 Rollup explains further details. 
4. Checkbox Filter:
   
1. Show Top: The Show Top checkbox lets you specify how many top-ranking items you want to view. When you tick the checkbox, a field will appear to enter the required number. For instance, if you enter 3, the system will show the top-selling three items in the report, as Figure 3.2 shows.
   

Figure 3.2

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 Item Ranking Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Clicking this button will also open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see six tabs: UPC, Department, Category, Manufacturer, Vendor, and 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 All Items drop-down to filter the Manage Filter 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: Use the Match All Filters filter to decide whether or not the Manage Filters screen data matches all applied filters.
   
8. 8: 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 "UPC" tab, it will show the list of all UPCs. You can use the "Search" bar for a specific UPC. 
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
   
10. 10: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 
    

1. The Manage Filters screen will look like the one 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.
   
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 a single record from the list, click the Remove (x) icon next to it. 
   
3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Item Ranking Report home screen. Click "Generate Report." The system will 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. 
   

Figure 3.1.1.1

1. Enter the name of the custom filter and click "OK." The system will save the filter.
   
2. 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.
   
5. 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 Item Ranking Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
6. 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 system will generate the report based on your specific choice, and the selected filter details will be 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 3.2.1.
   

 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

3.3 Rollup

1. As Separate: The system selects this option by default and shows the parent and child items in separate rows along with their respective details, as Figure 2.1 shows. 
   
2. As Decimal: When you choose this option to generate the report, the system will combine the parent product and the child product's quantity and show them in the decimal values, as Figure 3.3.2 shows. 
   

Figure 3.3.2

1. As Parent | Child: When you choose this option to generate the report, the system will place the parent and child product's quantity in the same row but separated by the pipe symbol, as Figure 3.3.3 shows.
   

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 Figure 3.3.3

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites