Monthly Sales Report Overview

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
   

2. Generating the "Monthly Sales Report"

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

3.1 Report Type

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)

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.
   

Figure 3.2.1.1

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.

Figure 3.2.1.3

3.3 Date and Sales Month Range

 Figure 3.3.1

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

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

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.
   

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.