Uncounted Definitions Report

Uncounted Definitions Report

Uncounted Definitions Report Overview

The Uncounted Definitions Report displays a comprehensive list of all inventory definitions — whether or not they were used during a cycle count. It helps identify which definitions were utilized and which remained unused throughout the cycle count process. It also helps organize cycle count definitions by location and includes details such as the last count date, variance, and counter.

This article provides a detailed overview of how to access, interpret, and filter the "Uncounted Definitions Report" to identify gaps in the cycle counting process and improve inventory accuracy.

1. Reaching the "Uncounted Definitions Report"  

To reach the "Uncounted Definitions Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Uncounted Definitions                                                                                       
 See Figure 1.1, you will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.
                                                                                             Figure 1.1

2. Understanding the "Uncounted Definitions Report"

By clicking "Uncounted Definitions," you will be redirected to the "Uncounted Definitions Report," where you can see relevant filtering and sorting options. 
                                                                                                                                                                         
                                                                                             Figure 2.1                                                                                                                                

3. Generating the "Uncounted Definitions Report"

To generate the "Uncounted Definitions Report," follow the steps below. 
  1. From the "Inventory Reports" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Scroll and search for and click on "Uncounted Definitions Report."

                                                                                                Figure 3.1

The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Uncounted Definitions Report" will be displayed for the fields selected by default, as highlighted in Figure 3.1.

Column Information:

  1. Definition Name: Displays the name of the cycle count definition.
  2. Location: Shows the corresponding store location.
  3. Last Counter: Indicates the name of the employee who performed the most recent cycle count for the definition.
  4. Last Count Date: Shows the date when the last cycle count was conducted.
  5. Last Count Variance: Displays the dollar value of the variance recorded during the last cycle count.

3.1. Date:

By default, the date field displays the current day's date.
You can select a specific date, and the report will show only those records where the last counted date is on or after the chosen date. Any items counted prior to the selected date will be excluded from the report.

                                                                                                                                     Figure 3.1.1

3.2 Filter Items:

  1. Use this filter to customize the report view based on specific criteria:
  1. Show All: Displays all available inventory definitions across all locations, whether or not they were included in a recent cycle count.
  2. Cycle Count Definition: Filters the report to show only definitions that were part of a cycle count process.  

                                                                                                                            Figure 3.2.1
                                                                                          
Manage Filter:
  1. Click on the "Manage" button to apply filters to get the customized results.

                                                                                                           Figure 3.2.2
Manage Filter Screen Information:

1. Search: Use this search box for a specific result.
2: Results: Here, you see the relevant list of data for the selected discount. You can search for a specific discount in the Search bar as well.
3: Select the required products by checking the appropriate checkboxes.
4: Arrow: Click the green Arrow button to move the selected records to the Selected List area as highlighted in Figure 3.2.3.


                                                                                              Figure 3.2.3
1. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
2: Apply or save action buttons.
  1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Uncounted Definitions Report home screen.
  2. Close: Click to close the Manage Filters window.
Click "Generate Report." The system will generate reports based on your selection, and the filtered report output is displayed as highlighted in the figure below:

                                                                              Figure 3.2.4

3.3 Order By:

This field allows you to organize and view the uncounted definition report based on your preferred sorting criteria. You can choose from the following options:

                                                                      Figure 3.3.1

  • Definition Name: Selecting this option will sort the report alphabetically by the name of each cycle count definition. This is useful when you want to quickly locate or review specific definitions in the list, especially when dealing with a large number of entries. See Figure 3.3.2 below.

                                                                                                                                         Figure 3.3.2

  • Last Counted: This option sorts the report based on the date the items were last counted, either in ascending or descending order. It helps prioritize which definitions have been uncounted for the longest time, enabling better planning and focus for inventory teams during upcoming cycle counts.

                                                                    Figure 3.3.3

3.4. Group By:

This option allows you to view uncounted definitions in a more organized manner by grouping the report data based on your selection. In the "Group By" drop-down menu, you can choose one of the options explained below.


                                                                                     Figure 3.4.1

  1. None: By default, the option "None" will be selected, which means the data will be displayed without any grouping.

  • Location: Groups the uncounted definition data by store or site location, allowing you to analyze which locations have pending counts more efficiently. This helps in identifying areas that may require immediate attention.


                                                                           Figure 3.4.2

  • Inventory Definition: Groups the data based on inventory definitions, giving you a consolidated view of which definitions remain uncounted across all locations.


                                                                        Figure 3.4.3
                                                         

4. Checkbox Filters

These filters help you tailor the Uncounted Definition Report to suit specific analysis needs — whether it’s focusing on long gaps between counts or excluding entries with no count history altogether.


                                                                         Figure 4.1
  1. Exclude Counted in Last X Days: This checkbox allows you to filter out records that have been recently counted. When enabled, and a specific number of days (X) is entered, the report will exclude any definitions that were counted within that time frame. This is useful when you want to focus only on older or long-overdue uncounted definitions, helping prioritize areas that haven't been reviewed recently.


                                                                                    Figure 4.2

  2. Exclude Never Counted: When this checkbox is selected, the report will omit any inventory definitions that have never been counted. This allows you to narrow the report to only those definitions that have a recorded counting history.
                           
                                                                                                                           Figure 4.3 
                                                                                                                                                 

5. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email addresses at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

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

6. 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. 

7. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

    • Related Articles

    • Inventory Definitions

      Inventory Definitions Overview "Inventory Definitions" lets you create definitions for stock verification processes such as cycle counts and spot checks. "Inventory Definitions" is available to corporate or store employees with relevant rights. They ...

    • Broad Count Definitions

      Broad Count Definitions Overview Broad counts are similar to cycle counts, which do not use existing inventory definitions but rather use Broad Count Definitions. These broad count definitions support filters based on a single department or single ...

    • Category List Report

      Category List Report Overview The "Category List Report" will list all the categories of the products. 1. Reaching the "Category List Report" To reach the "Category List Report," follow the below steps: Step 1: Log into Control Center Step 2: Choose ...

    • Broad Count Report

      Broad Count Report Overview Broad Count is a newly added inventory count sub-module that allows the customer to save the counts at a very broad level and also allows them to save time as compared to existing detailed inventory counts. The Broad Count ...

    • Cycle Count Totals Report

      Cycle Count Totals Report Overview Reports -> Inventory Reports -> "Cycle Count Totals" The store admin/executive needs to count the inventory of the store using a handheld POS device. It is the definitive way to accurately perform inventory counts ...