Monthly Sales Report - Store Employee

Monthly Sales Report - Store Employee

Monthly Sales Report Overview


The "Monthly Sales Report" provides sales data for the past three, six, nine, or twelve months from the selected date. You can filter the report by various item classifications and organize it by different parameters, such as items, departments, department groups, and manufacturers. 

This article includes information about: 
  1. How to generate the "Monthly Sales 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 "Monthly 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 Monthly Sales
Figure 1.1 below will help you better understand the navigation. 

Figure 1.1

When you click "Monthly Sales," the Monthly Sales Report screen will open. As shown in Figure 1.2, it provides relevant filtering and sorting options.

Figure 1.2

2. Generating the "Monthly Sales Report"

Please follow the steps below to generate the "Monthly Sales Report" that meets your requirements: 
  1. Navigate to the Monthly Sales Report screen.
  2. Select the date range and click "Generate Report" to view the "Monthly Sales Report" for the selected date range. 
  1. You can use the Report Type, Filter Items (Custom Filters), Date, Sales Month Range, Show Value As, and Include In Sales Reporting filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to point 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. 
  1. When you click the "Generate Report" button after selecting the date range, the system will show the report records, as Figure 2.1 shows. 

Figure 2.1

Report Fields: 
1: Chart: The chart provides a graphical representation of the report. 
      1. X-Axis: The x-axis represents the months, with the number of months displayed based on the selection made in the Sales Month Range fields. 
      2. Y-Axis: The y-axis represents the sales amount in dollars. 
2. Report Table: The Report Table presents the report in a tabular format. 
      1. Item: This column shows the item's name. 
      2. Months: The column for each month shows the total price of the item sold. The number of months is displayed based on the selection made in the Sales Month Range fields.  

3. Report Filters

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

Report Filters:
  1. Report Type: The Report Type filter lets you generate the report based on five parameters: By Item, By Department, By Department Group, By Category, and By Manufacturer. Please read section 3.1, Report Type, to learn more about this filter.
  2. Filter Items: The Filter Items (Custom Filters) filter enables you to view the report based on a selected parameter from nine available options: Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, and Department Tag. This means you can access the Monthly Sales Report for the selected parameter, i.e., departments, tags, or any other parameter. For further details, refer to Section 3.2 Filter Items (Custom Filters). 
  3. Date and Sales Month Range: This filter lets you select the report's time interval.
    1. When you select a date in the Date field and enter the number of weeks in the Sales Month Range field, the system automatically populates the Start Date and End Date fields with the corresponding dates. For further details, refer to section 3.3 Date and Sale Month Range.
  4. Show Value As: The Show Value As filter lets you view the report based on four parameters: Total Sales (Dollars), Total Quantity, Margin (Dollars), and Margin%. For further details, refer to Section 3.4, Show Values As.
  5. Include In Sales Reporting: The Include In Sales Reporting drop-down allows you to filter department sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. For further details, please refer to section 3.5 Include In Sales Reporting.
  6. Checkbox Filter: 
    1. Show Chart: This checkbox filter lets you view the report's graphical representation. The system selects this checkbox by default and displays it, as Figure 2.1 shows. You can untick it to hide the report's graphical representation if necessary.  

3.1 Report Type

The Report Type filter lets you generate the report based on five options: By Item, By Department, By Department Group, By Category, and By Manufacturer.
Figure 3.1.1
  1. By Item: The system selects this option by default and generates the report based on items, as Figure 2.1 shows. 
  2. By Department: When you choose this option to generate the report, the system generates the report based on departments, as Figure 3.1.2 shows. 



Figure 3.1
  1. By Department Group: When you choose this option to generate the report, the system generates the report based on department groups, as Figure 3.1.3 shows. 

Figure 3.1.3
  1. By Category: When you choose this option to generate the report, the system generates the report based on categories, as Figure 3.1.4 shows. 

 Figure 3.1.4
  1. By Manufacturer: When you choose this option to generate the report, the system generates the report based on manufacturers, as Figure 3.1.5 shows. 

Figure 3.1.5

3.2 Filter Items (Custom Filters)

The Filter Items filter lets you view the report based on a selected parameter from nine available options: Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, and Department Tag. Thus, you can access the report for specific manufacturers, departments, or other parameters.

The Filter Items drop-down menu has two options: Show All and Custom Filters. By default, the system selects "Show All" and considers all parameters to generate the report. "Custom Filter" lets you view the report based on a specified parameter from nine available options: Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, and Department Tag.

Please follow the steps below to make the required selections:   
  1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.

Figure 3.2.1
  1. The Manage Filters screen will appear, as shown in Figure 3.2.2.

Figure 3.2.2
  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 Monthly Sales 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. Section 3.1.1. Save and Manage Custom Filters explains the details.
  3. 3: Parameters Tabs: You will see nine tabs: Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, 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 to find a specific result.
  5. 5: Match All Filters Drop-Down: This 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 useful when you use multiple parameter tabs. For example, you choose a few manufacturers from the Manufacturers tab and a few tags from the "Tag" 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 Departments tab, it will show the list of all departments. You can use the "Search" bar for a specific manufacturer. 
  7. 7: Selection Checkboxes: Select the required manufacturers 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 3.2.3.

Figure 3.2.3
  1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.
    1. Include: Select "Include" to include all specified parameters in the report generation process.
    2. Exclude: Selecting "Exclude" will cause the system to exclude all 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 the record.
  3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Monthly 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. Section 3.2.1. Save and Manage Custom Filters explains the details.

3.2.1 Save & Manage Custom Filters

Please follow the steps below to save the configured custom filters for future use and manage the existing custom filters. 
  1. Click the "Save Filters" button shown in Figure 3.2.3.
  2. The Name pop-up will appear, as shown in Figure 3.2.1.1. 
Figure 3.2.1.1
  1. Enter the name of the custom filter and click "OK." The system will save the filter. 
  2. The system will save the filter. You can use the saved custom filter whenever needed and delete it when no longer required. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.2.1.2 according to your specific requirements. 

Figure 3.2.1.2
  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 it, a list of saved custom filters will appear in the Manage Saved Filters pop-up screen.
  3. 3. Filter Names: The Filter Names section lists 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. Next, click the "Apply" button on the Manage Filters screen. The system will navigate you to the Monthly Sales 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.
  3. The system will generate the report based on your specific choice, and the selected filter details will be displayed under the "Selected Filters" label, as shown in Figure 3.2.1.3. 

Figure 3.2.1.3

3.3 Date and Sales Month Range

The Date filter lets you select the desired month range in the report. 

 Figure 3.3.1

Please follow the steps below to choose the desired weeks in the report.  
  1. 1: Date: Click in the Date field. A drop-down calendar will appear. Select the desired date.
  2. 2: Sale Month Range: Select your preferred option from the Sale Month Range filter and click "Generate Report."
    1. 3: Start Date - End Date: The system will automatically set your chosen date in the Date field as the End Date. The Start Date will be determined based on your selection in the "Sales Month Range." For instance, if you select "12 Months," the date 12 months prior will be designated as the Start Date.
  1. The system will generate the report based on your selections. 

3.4 Show Value As

The Show Value As filter lets you view the report records based on four options: Total Sales (Dollar), Total Quantity, Margin (Dollar), and Margin (%).
  1. Total Sales (Dollars): The system selects this option by default and shows the product's total sales value in dollars in each respective column, as Figure 2.1 shows. 
  2. Total Quantity: When you select this option to generate the report, the system will show the product's total sold quantity in each respective column, as Figure 3.4.1 shows. 
 Figure 3.4.1
  1. Rollup: The Rollup filter will appear when you choose the Total Quantity option, as Figure 3.4.2 shows. You can view the product's quantity based on three options: As Separate, As Decimal, and As Parent | Child. 

 Figure 3.4.2
  1. As Separate: The system chooses this option by default and shows the parent and child products in separate rows. 
  2. As Decimal: If you choose this option to generate the report, the system will roll up the parent-child quantity of products and show it in a single row in decimal values.  
  3.  As Parent | Child: If you choose this option to generate the report, the system will add up the parent-child product quantity and show it in a single row using the | sign. For example, the 2 | 3 value in the row indicates that two parent products and three child products were sold during the specified week.  
  1. Margin (Dollar): When you select this option to generate the report, the system will show the total profit margin value in each respective column, as Figure 3.4.3 shows. 

Figure 3.4.3
  1. Margin (%): When you select this option to generate the report, the system will show the total profit margin percentage in each respective column, as Figure 3.4.4 shows.

Figure 3.4.4

3.5 Include In Sales Reporting

The Include In Sales Reporting drop-down allows you to filter the report records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. 
Info
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.

When generating the report, you or the corporate employee can view the report records based on three options: all departments, departments with the "Include In Sales Reporting" button enabled, and departments with the "Include In Sales Reporting" button disabled. 

These options are available via the menu selections "All Departments," "Only Include in Sales Reporting," and "Not Include In Sales Reporting," as shown in Figure 3.5.1. 

Figure 3.5.1
  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. 
Select the option that best suits your requirements to generate the report.  
The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1. 

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to "Scheduling a Report" to learn how to schedule a report.

5. 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. 

6. Manage Favorites 

FTx Cloud POS provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen 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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