Uplift Sales Report Overview 

1. How to generate the "Uplift 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 "Uplift 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 Uplift Sales

2. Generating the "Uplift Sales Report" 

1. Navigate to the Uplift Sales Report screen.
   
2. Select the date range and click "Generate Report" to view the "Uplift Sales Report" for the selected date range. 
   
1. You can use the Report Type, Filter By, Filter By Employee, and Date Range & Presets 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. 
   
3. When you click the "Generate Report" button after selecting the date range, the system will show the store-wise report records, as Figure 2.1 shows.  
   

 Figure 2.1

Report Fields: 

1. Name: This column displays the names of the Uplifts. 
2. Usage: This column displays the number of times the particular Uplift is triggered during any purchase.
3. Won: This column displays the number of times the Uplift is triggered and the sales are successfully generated.
4. Lost: This column displays the number of times the Uplift is triggered, and no sales are generated.
5. Win Rate: The win rate is calculated by dividing won (column value) by usage (column value) x 100.
6. Spiffs Earned: The value of spiffs describes the commissions earned by the cashier (employee) for selling the items selected for that Commission Campaign. 
   

What Is a Spiff? 

1. In the FTx Cloud POS system, a spiff is a short-term sales incentive or bonus given to employees for selling specific products or services. It is typically part of a commission campaign to boost targeted item sales. Spiffs are time-bound and help motivate staff to prioritize certain products during promotions. The POS tracks these incentives, showing which employees earned commissions and how much, making it an effective sales-driving tool.

3. Report Filter Options 

1. Report Type: The Report Type filter lets you generate five types of reports: Uplift Results Summary, Uplift Results Detailed, Uplift Results Grouped by Store, Uplift Results Grouped by Employee, and Uplift Results Grouped by Store and Employee. 3.1 Report Type explains further details. 
2. Filter By: The Filter By filter lets you generate the report based on three parameters: Show All, Filter By Uplift, and Filter By Discount. 3.2 Filter By explains further details. 
3. Filter By Employee: The Filter By Employee filter lets you generate the report for the selected employees. 3.3 Filter By Employee explains further details. 
4. Date Range & Presets: This filter lets you select the report's time interval. 3.4 Date Range & Presets explains further details.  
   
5. Checkbox Filters: 
   
1. Exclude Empty Spiff: If you tick this checkbox and generate the report, the system will exclude the records with empty spiff. 
   
2. Show Unique Uplifts Per Receipt Only: The system ticks this checkbox by default and generates that report, as Figure 2.1 shows. If you untick this, the system will show all the multiple uplift records. 
   

This checkbox means that only one instance of each Uplift item will be counted per receipt, even if it was sold multiple times in that transaction.

Why Is This a Helpful Checkbox?

1. This option prevents the over-counting of Uplifts when analyzing promotion effectiveness or employee performance. 

The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.

3.1 Report Type

1. Uplift Results Summary: This report type generates a summary report. The system selects it by default and displays the report, as shown in Figure 2.1. 
   
2. Uplift Results Detailed: This report type shows the detailed information, as Figure 3.1.2 shows. Each column title indicates the type of information in it. 

Figure 3.1.2

1. Uplift Results Grouped by Store: This report type organizes the report records based on store. This option is valuable for corporate employees because they can access all company locations. As a store employee, you will view the store's name in the Top bar, selected in the left panel.

 Figure 3.1.3

1. Uplift Results Grouped by Employee: This report type organizes the report records based on the employee names of those who carried out the sales, as Figure 3.1.4 shows. 
   

 Figure 3.1.4

1. Uplift Results Grouped by Store and Employee: This report type organizes the report records based on the store and the employee. Again, as a store employee, you will see the name of the selected store in the top bar and employee-wise segregation of the report records, as Figure 3.1.5 shows. 
   

 Figure 3.1.5

3.2 Filter By

1. Show All: The system selects this option by default and shows all records, as Figure 2.1 shows. 
   
2. Filter By Uplift: This option lets you view the report for the selected Uplifts. Please follow the steps below to select specific Uplifts. 
1. Select the Filter By Uplift option in the Filter By drop-down and click the "Manage" button.
2. The Manage Filters screen will appear, showing the Uplift list, as Figure 3.2.2 shows.
   

Figure 3.2.2

1. 1: Search: Use this Search box to search for a specific Uplift.
   
2. 2: Results: This section shows the list of all Uplifts. 
   
3. 3: Selection Checkboxes: Select the required Uplifts by checking the appropriate checkboxes.
   
4. 4: Arrow: Click the green Arrow button to move the selected records to the Selected Area.
   

1. The Manage Filters screen will look like the one in Figure 3.2.3.
   

Figure 3.2.3

1. 1: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Apply: Click "Apply" to apply the selection. 
   

1. As Figure 3.2.4 shows, the names of the selected Uplifts are displayed under "Selected Filter Types." When you click "Generate Report," the system generates the report only for the Uplifts available in the Selected Filter Types. 
   

 Figure 3.2.4

1. Filter By Discount: This option lets you view the report for the selected discounts. Please follow the steps below to select specific discounts. 
1. Select the Filter By Discount option in the Filter By drop-down and click the "Manage" button.
2. The Manage Filters screen will appear, showing the discount list, as Figure 3.3.5 shows.
   

Figure 3.3.5

1. 1: Search: Use this Search box to search for a specific discount.
   
2. 2: Active Only: Use this filter to filter the Manage Filters screen data based on four parameters: Active Only, Active & Current Only, Inactive Only, and All Records.
3. 3: Results: This section shows the list of all discounts. 
   
4. 4: Selection Checkboxes: Select the required discounts by checking the appropriate checkboxes.
   
5. 5: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 
   

1. The Manage Filters screen will look like the one in Figure 3.2.6.
   

Figure 3.2.6

1. 1: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Apply: Click "Apply" to apply the selection. 
   

1. As Figure 3.2.7 shows, the names of the selected discounts are displayed under "Selected Filter Types." When you click "Generate Report," the system generates the report only for the selected discounts. Figure 3.2.7

3.3 Filter By Employee

1. Show All: The system selects "Show All" by default. It considers all employees when generating reports for selected locations. The "Manage" button is disabled for this option. 
2. Filter By Employee: This option generates the report by selecting specific employees. Once you choose this option, the system will enable the "Manage" button to set up the filters. 

1. Select the Filter By Employee option in the Filter By drop-down and click the "Manage" button.
   
2. The Manage Filters screen will appear, showing the employee list, as Figure 3.3.2 shows.
   

Figure 3.3.2

1. 1: Search: Use this Search box to search for a specific employee.
   
2. 2: Results: This section shows the list of all employees. 
   
3. 3: Selection Checkboxes: Select the required employees by checking the appropriate checkboxes.
   
4. 4: Arrow: Click the green Arrow button to move the selected records to the "Selected Area." 
   

1. The Manage Filters screen will look like the one in Figure 3.3.3.
   

Figure 3.3.3

1. 1: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Apply: Click "Apply" to apply the selection.
   

1. As Figure 3.3.4 shows, the names of the selected employees are displayed under Selected Filter Types. When you click "Generate Report," the system generates the report only for the selected employees. 
   

 Figure 3.3.4

3.4 Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.4.1.
   

 Figure 3.4.1

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."
   

1. Hover over the "Presets" button. 
   
2. As shown in Figure 3.4.2, 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. After making the appropriate selections for other filters, click on "Generate Report."
   

 Figure 3.4.2

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites