Summary Sales Report - Store Employee

Summary Sales Report - Store Employee

Summary Sales Report Overview

A "Summary Sales Report" in the FTx Cloud POS system provides a concise overview of sales activity over a selected time period. 

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

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

 Figure 1.2

2. Generating the "Summary Sales Report"

Please follow the steps below to generate the "Summary Sales Report": 
  1. Navigate to the Summary Sales Report Summary screen.
  2. Select the desired date range and click "Generate Report" to view the Summary Sales Report for that specific date range.
    1. Based on your requirements, you can use the Report Type, Department Groups, Sort By, Date Range & Presets, and Include In Sales Reporting filters. You can use multiple filters to make the report more specific. For more information, please refer to Section 3. "Report Filter Options."
    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 displays the summary of sales, as shown in Figure 2.1.
 Figure 2.1

Report Fields
  1. Location: This column represents the locations (stores) where the sales occurred.
  2. Sales: This column represents the total sales amount at the locations.
  3. Profit: This column represents the overall profit amount for the location.
  4. Cash/Checks: This column shows the total amount paid in cash and checks. 
  5. Credit Cards: This column represents the total amount paid by credit cards. 
  6. MFG Coupons: This column represents the amount paid using the manufacturer's coupons. 
  7. Store Coupons: This column represents the value of store coupons used during the payment.
  8. Misc Tender: This column represents the value of store coupons used during the payment.
  9. Buydowns: This column represents the total amount applied to the items during sales.
  10. Average Transaction Amount: This column represents the average transaction amount for the selected date range.
  11. Avg Items Per Transaction: This column displays the average quantity of items sold per transaction, calculated as: Total Quantity Sold/Total Transactions.
  12. Transaction Count: This column represents the transaction counts for the selected date range.
  13. Customer Count: This column represents how many customers appeared for the checkout of their items.

2.1 Department Groups

The Department Groups filter drop-down lets you select the specific department groups to view the report. It lists all location groups available to the store you have selected in the Left Panel. The system shows all departments by default. However, you can click the drop-down menu, select the required department group, and click "Generate Report" to view the report only specific to that group(s). For instance, Figure 2.1.1 below displays the report specifically for the CIGARETTES department group.

 Figure 2.1.1

3. Report Filters

FTx Cloud POS lets you view the Summary Sales 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.
 Figure 3.1

Report Filters:
  1. Report Type: The Report Type filter lets you generate the report based on two parameters: Dept Group Customized and Full Summary. 3.1 Report Type explains more details. 
  2. Department Groups: This filter is available only when the Report Type is "Dept Group Customized." 3.1 Report Type explains more details. 
  3. Sort By: This filter lets you sort by either store number or highest sales.
  4. Date Range & Presets: This filter lets you select the report's time interval. 3.3 Date Range & Presets explains further details.  
  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 3.3 Include In Sales Reporting.

3.1 Report Type

The Report Type filter lets you generate two types of reports: Dept Group Customized and Full Summary.
 Figure 3.1.1
  1. Dept Group Customized: The system selects this option by default and generates the report, as Figure 2.1 shows.
  2. Full Summary: This report type displays the full summary of your sales. Please follow the steps below to generate the report using the "Full Summary" report type. 
    1. Select "Full Summary" in the Report Type dropdown. 
    2. Tick the Group By Day checkbox and click "Generate Report." The system will generate the report, as Figure 3.1.2 shows. 
 Figure 3.1.2
  1. Location: This column represents the locations (stores) where the sales occurred.
  2. Gross Sales: This column represents the total location-specific sales.
  3. Discounts: This column represents the discounts applied to items belonging to the department during the transaction.
  4. Adj Gross Sales: This column represents the adjusted gross sales value after deducting the discount from the gross sales. [Adj Gross Sales = Gross Sales - Discount]
  5. Taxes: This column represents the applicable tax amount on the items.
  6. Adj Net Sales: This column displays adjusted net sales, excluding discounts and taxes. [Adj Net Sales = Gross Sales - Discount - Taxes]
  7. Payout: This column represents the adjusted cost after deducting the buydown value from the total cost. [Adj Cost = Total Cost - Buydown]
  8. The following five columns of information are the bifurcation of the Adj Net Sales:
    1. Cash Tendered: This column represents the payment in cash.
    2. Credit/Debit Tendered: This column represents the payments made with credit or debit cards. 
    3. Coupons Tendered: This column represents the coupon amount (Manuf and Store) used during the payment.
    4. Checks Tendered: This column represents the amount paid through checks. 
  9. Average Transaction Amount: This column represents the average transaction amount for the selected date range.
  10. Transaction Count: This column represents the transaction counts for the selected date range.
  11. Customer Count: This represents the margin that gains or losses in percentage. % Margin will calculate the margin against the Total Retail in percentage. [% Mgn= ($ Margin*100) / Adj Retail]
    1. After Midnight: The After Midnight checkbox lets you view the daily sales data for the sales that occurred after midnight.
Info
What is the "After Midnight" feature, and how is it useful?
The After Midnight feature in FTx Cloud POS includes sales made after midnight during the previous business day. This is especially helpful for businesses like restaurants, bars, and convenience stores that operate past midnight. It ensures accurate daily sales reporting, aligns with employee shifts, and simplifies end-of-day reconciliation.
  1. For example, a sale at 1:30 AM can be recorded under the prior day's report if the cutoff time is set accordingly. This feature helps maintain consistency in reports and operations.
  2. Typically, a day runs from 00:00 to 23:59. However, you can select a different end time to analyze sales data over a different time frame. 
    1. Tick the After Midnight checkbox. The Day Ends At drop-down will appear, as Figure 3.1.3 shows. Select the required end time and click "Generate Report."
 Figure 3.1.3
    1. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 3.1.2.

3.2 Sort By

The Sort By filter is valuable for corporate employees because they can access all company locations. This filter lets them view the report records organized by two parameters: Store Number and Highest Sale.
  1. Considering future possibilities, the Sort By filter is available to store employees. For now, this filter will not affect reports generated by store employees.  

3.3 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 3.3.1.
  2. Select the specific date and time. Alternatively, manually enter the date in MM/DD/YYYY format.
  3. Click inside the End Date field and follow the same process. 
  4. After selecting the appropriate filters, click "Generate Report."
 Figure 3.3.1

Presets

Use the Presets drop-down to select the specific duration or interval, such as Today, Yesterday, This Week, or Last Week, to generate the report as shown in Figure 3.3.2.
  1. Please click on the required timeframe and click "Generate Report." The system will generate and show the report based on your selection. 
 Figure 3.3.2

3.4 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 3.4.1. 
 Figure 3.4.1
  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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