Sales Trend/Comparison Report - Store Employee

Sales Trend/Comparison Report - Store Employee

Sales Trend/Comparison Report Overview

The "Sales Trend/Comparison Report" provides a comprehensive overview of sales performance over a selected date range. It combines multiple reports into one, displaying key trends and comparisons based on quantities sold, total sales amounts, and profit margins. This report helps users identify patterns, evaluate item performance, and make data-driven decisions by analyzing how sales have varied across different time periods.  

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

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

Figure 1.2

2. Generating the "Sales Trend/Comparison Report"

You can generate the "Sales Trend/Comparison Report" using two report types: Sales Trends and Sales Comparison.  

Figure 2.1
Please follow the steps below to generate the "Sales Trend/Comparison Report" with the Sales Trends report type: 
  1. Navigate to the Sales Trend/Comparison Report screen.
  2. Ensure the Report Type drop-down shows the Sales Trends option.  (The system selects "Sales Trends" by default.)
  3. Make the appropriate selections in the Filter By and Select Trend Axis filter drop-downs.
    1. These two filters will be available only when the Report Type is "Sales Trends."
    2. Section 2.1.1 Filter By and 2.1.2 Select Trend Axis explain further details.  
  4. Select the date range and click "Generate Report" to view the "Sales Trend/Comparison Report" for the selected date range. 
    1. You can use the Date Range & Presets, Include In Sales Reporting, and Vendor Name 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. 
  5. When you click the "Generate Report" button after selecting the date range, the system will show the report records, as Figure 2.1.1 shows. 

Figure 2.1.1

By default, the system selects "Sales Trend" as the Report Type option and "Manufacturer Trends by Qty Sold" as the Filter By parameter. Please look at 3.1 Report Type to learn more about the Report Type options and the Filter By parameters. 
Report Fields:
  1. 1: Chart: The chart visually represents the report.
    1. X-Axis: The x-axis represents the time range.
      1. Select Trend Axis will show the day, week, or month, depending on the option you select.
      2. The time range will be based on the dates you have selected in the Start Date and End Date fields. 
    2. Y-Axis: The y-axis represents the sales quantity. 
  2. 2. Report:
    1. Date Header: The report will include the date header for each day that falls in the selected date range.  
    2. Report Table: This section includes all manufacturers whose products made a sale on that specific day.
      1. UPC: This is the Universal Product Code for the item.
      2. Description: This column describes the item.
      3. QTY Sold: The quantity of the items that were sold in the selected date range is mentioned in this column.
      4. Total Cost: This column displays the total cost, i.e., the price at which they were bought.
      5. Total Retail: Here, the total retail, i.e., the total price of the items, is he price at which they are sold at the store. 
      6. Total Profit: The profit value is calculated as Total Profit = Total Retail – Cost of Items Sold. 

2.1.1 Filter By

The Filter By filter lets you generate the report based on three options: Manufacturer Trends by Qty Sold, Manufacturer Trends by Amount Sold, and Department Trends by Profit. The report table will be the same for all three options. However, the system will plot the graph based on your selection.
  1. Manufacturer Trends by Qty Sold: This option lets you view the report graph based on the manufacturer names and the quantity of their products sold. By default, the system selects the Manufacturer Trends by Qty Sold option and generates the report, as Figure 2.1.1 shows.   
  2. Manufacturer Trends by Amount Sold: The Manufacturer Trends by Amount Sold option lets you view the report graph based on the manufacturer names and the amount of their products sold.  
Figure 2.1.1.1
Report Fields:
  1. 1: Chart: The chart visually represents the report. 
    1. X-Axis: The x-axis represents the time range.
      1. Depending on the option you select under Select Trend Axis, it will show the day, week, or month.
      2. The time range will be based on the dates you have selected in the Start Date and End Date fields. 
      1. Y-Axis: The y-axis represents the sales amount in dollars. 
  1. 2. Report: This section will be the same as explained under Figure 2.1.1.
  1. Department Trends by Profit: The Manufacturer Trends by Amount Sold option lets you view the report graph based on the department names and the profit made. 
Figure 2.1.1.2

Report Fields:
  1. 1: Chart: The chart visually represents the report. 
    1. X-Axis: The x-axis represents the time range.
      1. Depending on the option you select in the "Select Trend Axis," it will show the day, week, or month.
      2. The time range will be based on the dates you have selected in the Start Date and End Date fields. 
    2. Y-Axis: The y-axis represents the total profit amount. 
  2. 2. Report:
    1. Date Header: The report will include the date header for each day that falls in the selected date range.  
    2. Report Table: This section lists all departments that made sales on that specific day.

      1. UPC: This is the Universal Product Code for the item.
      2. Description: This column describes the item.
      3. QTY Sold: The quantity of the items that were sold in the selected date range is mentioned in this column.
      4. Total Cost: This column displays the total cost, i.e., the price at which they were bought.
      5. Total Retail: Here, the total retail, i.e., the total price of the items, is the price at which they are sold at the store. 
      6. Total Profit: The profit value is calculated as Total Profit = Total Retail – Cost of Items Sold.  

2.1.2 Select Trend Axis

The Select Trend Axis lets you choose how to plot the graph and view the report based on three parameters: Plot by Day, Plot by Week, and Plot by Month. 
  1. Plot by Day: This option lets you plot the graph and view the report based on the days, as Figure 2.1.1 shows. 
  2. Plot by Week: This option lets you plot the graph and view the report based on weeks, as Figure 2.1.2.1 shows. 
Figure 2.1.2.1
  1. Plot by Month: This option lets you plot the graph and view the report based on months. See Figure 2.1.2.2. 
Figure 2.1.2.2

2.2 Sales Comparison

The Sales Comparison report type lets you compare the sales between the selected date range based on six parameters: All Items, Department, Manufacturer, Category, Discounts, and Discounts with Details.   

Please follow the steps below to generate the Sales Trend/Comparison Report using the Sales Comparison report type. 
  1. Navigate to the Sales Trend/Comparison Report screen.
  2. Choose "Sales Comparison" in the Report Type drop-down. 
  3. Make the appropriate selections in the Select Group to Compare and Select Period to Compare filter drop-downs.
    1. These two filters will be available only when the Report Type is "Sales Comparison."
    2. Section 2.2.1 Select Group to Compare and 2.2.2 Select Period to Compare explain further details.   
  4. Select the date range and click "Generate Report" to view the "Sales Trend / Comparison Report" for the selected date range. 
    1. You can use the Date Range & Presets, Include In Sales Reporting, and Vendor Name 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. 
  5. When you click the "Generate Report" button after selecting the date range, the system will show the report records, as Figure 2.2.1 shows.
Figure 2.2.1
  1. Name: This section will show "All Items" because of the Select Group to Compare filter selection.
  2. Date Columns: This section shows date-wise sales. It shows dates because of the Select Period to Compare filter selection. 

2.2.1 Select Group to Compare

The Sales Comparison report type lets you compare the sales between the selected date range based on six parameters: All Items, Department, Manufacturer, Category, Discounts, and Discounts With Details.

Figure 2.2.1.1
  1. All Items: This option generates a sales comparison report for all items combined. The system selects this option by default and generates the report, as shown in Figure 2.2.1. 
  2. Department: This option generates a department-wise sales comparison report, as Figure 2.2.1.2 shows.  
Figure 2.2.1.2
  1. Manufacturer: This option generates a manufacturer-wise sales comparison report, as Figure 2.2.1.3 shows.  
Figure 2.2.1.3
  1. Category: This option generates a category-wise sales comparison report, as Figure 2.2.1.4 shows.   
Figure 2.2.1.4
  1. Discounts: This option generates a discount-wise sales comparison report, as Figure 2.2.1.5 shows.  
Figure 2.2.1.5
  1. Discounts with Details: This option generates a comparison report that includes discount names along with the amount details, as Figure 2.2.1.6 shows.  
Figure 2.2.1.6

2.2.2 Select Period to Capture 

The Select Period to Capture filter has four options: Days, Weeks, Months, and Years. 
 Figure 2.2.2.1
  1. Days: This option breaks down sales data by individual days. The system selects this option by default and generates the report, as shown in Figure 2.2.1.
  2. Weeks: This option groups sales data based on week, as Figure 2.2.2.2 shows.
Figure 2.2.2.2
  1. Months: This option summarizes sales data for the months, as Figure 2.2.2.3 shows.
Figure 2.2.2.3
  1. Years: This option provides a year-over-year sales comparison, as Figure 2.2.2.4 shows.
Figure 2.2.2.4

3. Report Filter Option 

FTx Cloud POS lets you view the Sales Trend/Comparison Report records according to your preferences using various filter options. As highlighted in Figure 3.1, you can configure the report with any single filter or combination of multiple filters. 
Info
The Filter By and Select Trend Axis filters are available only when the Report Type is "Sales Trends."
When the Report Type is Sales Comparison, the Select Group to Compare and Select Period to Compare filters appear. 

Please take a look at sections 2.1 Sales Trends and 2.2 Sales Comparison to learn more about it. 

Figure 3.1
  1. Date Range & Presets: The Date Range & Presets filter lets you select the report's time interval. 3.1 Date Range & Presets explains further details.  
  2. Include In Sales Reporting: The Include In Sales Reporting filter lets you filter the report 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 3.2, which is included in the sales report.
  3. Vendor Name: The Vendor Name filter lets you generate the Sales Trend/Comparison Report for a specific vendor. For further details, please refer to section 3.3 Vendor Name. 

3.1 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval: 
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.1.1.
Figure 3.1.1
  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."

Presets

The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps I've included below to choose the report's required date range using Presets. 
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.1.2, 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 3.1.2

3.2 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 3.2.1. 

Figure 3.2.1
  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. 
Please select the option that works best for you to generate the report.  
The report will show the records based on your selection. However, based on your Report Type selection, the report format will be the same as shown in Figure 2.1 and Figure 2.2.1. 

3.3 Vendor Name

The Vendor Name filter lets you view the report for the specific vendor. By default, the system chooses "All Vendor" and shows the report records for all vendors. If you select a particular vendor from the drop-down and generate the report, the system will show you only items from that vendor. 


Figure 3.3.1

The report will show the records based on your selection. However, based on your Report Type selection, the report format will be the same as shown in Figure 2.1.1 and Figure 2.2.1. 

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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