Weekly Sales Report Overview

1. How to generate the "Weekly 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 "Weekly Sales Report"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Weekly Sales 

2. Generating the "Weekly Sales Report"

1. Navigate to the Weekly Sales Report screen.
2. Select the report's time interval using the Date and Sales Week Range fields. 
   
1. When you select a date in the Date field and the number of weeks in the Sales Week Range field, the system automatically selects the dates for the Start Date and End Date fields and generates the report for your selected time frame. For instance, if the Date is set to 06/05/2024 and the Sale Week Range is chosen as 9 Weeks, the system will calculate and assign the Start and End Dates for the preceding 9 weeks from the given date.
   
2. 3.3 Date and Sales Week Range explains further details. 
   
3. Click "Generate Report" to view the Weekly Sales Report for the selected date range.
1. You can use the Report Type, Filter Items (Custom Filters), Date, Sale Week Range, Group By Location, and Store & Location Groups filters to create the report that meets your requirements. These filters can be used in combination for a more tailored report. 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. 
   
4. When you click the "Generate Report" button after selecting the date range, the system will show the report, as Figure 2.1 shows.
   

Figure 2.1

Report Fields: 

1. 1: Chart: The Chart shows the graphical representation of the report.  
   
1. X-Axis: The x-axis represents the weeks. The number of weeks is shown based on the selection made in the Sales Week Range fields.  
2. Y-Axis: The y-axis represents the sales amount in dollars. 
2. 2: Report Table: The Report Table shows the report in tabular form. 
   
1. Item: This column shows the item's name. 
2. Week-1 to Week-12:  Each week's column shows the total price of the item sold. The number of weeks is shown based on the selection made in the Sales Week Range fields.  
   

Please refer to 3.1 Report Type to learn more about the report type.

3. Report Filter Options

1: Report Filters: 

1. Report Type: The Report Type filter lets you generate the report based on four parameters: By Item, By Department, By Department Group, and By Manufacturer. Please read 3.1 Report Type to learn more about this filter. 
2. Filter Items: The Filter Items filter enables you to view the report based on a selected parameter from ten available options: UPC, Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, and Vendor. This means you can access the Weekly Sales Report for the selected parameter, i.e., items (UPCs), departments, or any other parameter. 3.2 Filter Items (Custom Filters) explains the further details. 
   
3. Date and Sales Week Range: This filter lets you select the report's time interval.
   
1. When you select a date in the Date field and the number of weeks in the Sales Week Range field, the system automatically selects the dates for the Start Date and End Date fields. 3.3 Date and Sales Week Range explains further details. 
   
4. Show Value As: The Show Value As filter lets you view the report based on two types of values: total sales (dollars) and total quantity. 3.4 Show Values As explains in further detail.
5. Group By Location: This filter lets you view the records organized by locations or location groups. 3.5 Group By Location explains the further details. 
   

2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. Please refer to point 3.6 Filter Store and Location Groups, to learn more about it.

3.1 Report Type

1. Click the Report Type dropdown, and four options will appear: By Item, By Department, By Department Group, and By Manufacturer, as Figure 3.1.1 shows. Select the required option, select other filters appropriately, and click "Generate Report."

1. By Item: If you select the By Item option, the system will generate a report based on items, as Figure 3.1.2 shows. 
   

Figure 3.1.2

2. By Department: If you select the By Department option, the system will generate a report based on departments, as Figure 3.1.3 below shows. 
   

Figure 3.1.3

3. By Department Group: If you select the By Department Group option, the system will generate a report based on department groups, as Figure 3.1.4 shows. 
   

Figure 3.1.4

4. By Manufacturer: If you select the By Manufacturer option, the system will generate a 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

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 Weekly Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Clicking on this button will also open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see ten tabs:  UPC, Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, and Vendor. Select the required tab, i.e., "UPC," to create or apply a custom filter specific to the selected UPCs.
   
4. 4: Search: Use this Search box for a specific result.
   
5. 5: All Items: Use the All Items drop-down to filter the Manage Filter screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the UPC tab.
   
6. 6: Active Only: Use this filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the UPC tab.
   
7. 7: Match All Filters Drop-Down: The Match All Filters filter has two options: Match All Filters and Match Any Filters. Use this filter to decide whether or not the Manage Filter screen data matches all applied filters.
   
8. 8: 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 UPC tab, it will show the list of all UPCs. You can use the "Search" bar for a specific UPC. You will see the data accordingly if you have applied the 4, 5, 6, or 7 filters.
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
   
10. 10: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 
    

Figure 3.2.3

1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.

1. Include: If you select "Include," the system will include all the specified parameters to generate the report.
   
2. Exclude: If you select "Exclude," the system will exclude all the specified parameters to generate the report.
   

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

3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Weekly Sales Report home screen. Click "Generate Report." The system will generate reports based on your selection. 

4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.2.1 Save and Manage Custom Filters explains the details.

3.2.1 Save & Manage Custom Filters

1. Click the "Save Filters" button shown in Figure 3.2.3.
   
2. The Name pop-up will appear, as shown in Figure 3.2.1.1. 
   
3. Enter the name of the custom filter and click "OK." The system will save the filter.
   

Figure 3.2.1.1

1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Open the Manage Filters screen again and use the steps shown in Figure 3.2.1.2 according to your requirements.   
   

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 on it, a list of the saved custom filters will appear in the Manage Saved Filters pop-up screen.
   
3. 3: Filter Names: The Filter Name list shows 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.
   
1. 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. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Weekly Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
5. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list.

1. Similarly, you can filter and set up the records for other tabs (parameters).
   
2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The system will generate the report based on your specific choice, and the selected filter details will be available under the Selected Filters label, as Figure 3.2.1.3 shows.
   

Figure 3.2.1.3

3.3 Date and Sale Week Range

1. 1: Date: Click inside the Date field. The drop-down calendar will appear, as shown in Figure 3.3.2. Select the required date from this calendar. You can also manually enter the date in the MM/DD/YYYY format. The system will consider this date and calculate the weeks from this date to generate the report. 
   

Figure 3.3.2

2. 2: Sale Week Range: The Sale Week Range drop-down menu offers four options: 12 Weeks, 9 Weeks, 6 Weeks, and 3 Weeks. Choose the desired number of weeks to generate the report. For instance, selecting "9 Weeks" will prompt the system to produce a report covering the past 9 weeks from the date specified in the Date fields.

Figure 3.3.3

3. 3: Start Date and End Date: The system automatically determines the Start Date and End Date based on the Date and Sale Week Range inputs provided. These fields are not editable by the user. For instance, as shown in Figure 3.3.4, if the Date is set to 06/05/2024 and the Sale Week Range is chosen as 9 Weeks, the system will calculate and assign the Start and End Dates for the preceding 9 Weeks from the given date.

Figure 3.3.4

3.4 Show Value As

The Show Value As filter allows you to display the report data according to two value types: Total Sales (Dollars) and Total Quantity. 

The Show Value As drop-down has two options: Total Sales (Dollars) and Total Quantity. By default, the system selects "Total Sales (Dollars)."  You can change it based on your requirements.

Figure 3.4.1

1. Total Sales (Dollars): If you select "Total Sales (Dollars)" to generate the report, the system will display the weekly sales data based on the item's total sales in dollars, as Figure 3.4.2 shows.

Figure 3.4.2

Figure 3.4.3

What is "Include in Sales Reporting?"

"Include in Sales Reporting" is a preference available at the department level managed by the "Include in Sales Reporting" button. 

1. The system will include the department in sales reporting if you activate it.
   
2. If you deactivate it, the system will not include the department in sales reporting. 
   

You can activate or deactivate this preference from the respective "Options" tab in "Departments." (Department >> Add/edit a department>> the "Options" tab >> the "Include In Sales Reporting" option). Please refer to Departments to learn more about this preference. 

Figure 3.5.1

1. Choose "Only Include in Sales Reporting" to view the department sales records with the activated "Include in Sales Reporting" option at the product's department level.
   
2. Choose "Not Include in Sales Reporting" to see the department sales records where the "Include in Sales Reporting" option is deactivated at the product's department level.
   

Figure 3.6.1

Figure 3.6.2

1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters, if there are any. You can select the required filter from this drop-down and click the "Apply" button to apply it.
   
2. 2: Manage Filters Button: This button helps you open the Manage Saved Filters screen. Point 3.6.1 Save and Manage Location Filters explains more details.
   
3. 3: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., "Store," to create or apply a custom filter specific to the selected stores.
   
4. 4: Search: Use this Search box to search for a specific location.
   
5. 5: Pricebook Zone: Use this drop-down to view the results (stores or location groups) based on pricebook zone.
   
6. 6: Only Active: Use this drop-down to view the results (stores or location groups) based on three parameters: All Locations, Only Active, and Only Deleted.
   
7. 7: Results: This section shows the list of selected parameters. For example, if you have chosen the Store tab, it will show a list of stores. 
   
8. 8: Selection Checkboxes: You must select the required stores by ticking the checkbox.
   
9. 9: Arrow: Click the green Arrow button to move the selected stores to Selected List. 
   

Figure 3.6.3

1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Click "Apply" to apply the selection for generating the report.
   
3. 3: You can click the "Save Filters" button to save the custom filter for future use. Point 3.6.1 Save and Manage Location Filters explains the details.
   

1. 1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply."
   
2. 2: Manage Filters: View and manage the saved filters using this button. The Manage Saved Filters pop-up screen will appear when you click the "Manage Filters" button.
   
3. 3: Filter Name: The list shows all saved custom filters. Click on a filter's name to select it.     
   
4. 4: Select Filter: Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
   
5. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."
   

Figure 3.6.1.3