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 Store
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Weekly Sales 
   

Figure 1.1

Figure 1.2

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 01/04/2025 and the Sale Week Range is 12 Weeks, the system will calculate and assign the Start and End Dates for the preceding 12 weeks from the given date. 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.
   
4. You can use the Report Type, Filter Items (Custom Filters), Date, Sale Week Range, Show Value As, and Include In Sales Reporting 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.
   
5. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
   
6. When you click the "Generate Report" button after selecting the date range, the system displays the report, as shown in Figure 2.1.
   

Figure 2.1

1. 1: Chart: The chart visually represents the report. 
   
1. X-Axis: The x-axis represents the weeks, with the number of weeks displayed 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 presents the report in a tabular format. 
   
1. Item: This column shows the item's name. 
   
2. Dates of Week 1 to Week 12: The column for each week shows the total price of the item sold. The number of weeks is displayed based on the selection made in the Sales Week Range fields.  
   

3. Report Filter Options

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 twelve available options: UPC, Department, Category, Manufacturer, Tag, Department Tag, Campaign, Commission, Discount, Uplift, 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. For further details, refer to Section 3.2 Filter Items (Custom Filters). 
   
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 enter the number of weeks in the Sales Week Range field, the system automatically populates the Start Date and End Date fields with the corresponding dates. For further details, refer to section 3.3 Date and Sales Week Range.
   
4. Show Value As: The Show Value As filter allows you to view the report based on two values: total sales (in dollars) and total quantity. For further details, refer to Section 3.4 Show Values As.
   
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 3.5 Include In Sales Reporting.

3.1 Report Type

1. By Item: If you select the By Item option, the system generates a report based on items, as shown in Figure 2.1
   

1. By Department: If you select the By Department option, the system generates a report based on departments, as shown in Figure 3.1.2 below.

Figure 3.1.2

1. By Department Group: If you select the By Department Group option, the system generates a report based on department groups, as shown in Figure 3.1.3.

Figure 3.1.3

1. By Manufacturer: If you select the By Manufacturer option, the system will generate a report based on manufacturers, as Figure 3.1.4 shows. 
   

Figure 3.1.4

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

1. The Manage Filters screen will appear, as Figure 3.2.2 shows.
   

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 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 twelve tabs: UPC, Department, Category, Manufacturer, Tag, Department Tag, Campaign, Commission, Discount, Uplift, 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 to find 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." Select either option to determine whether the Manage Filter screen data matches all applied filters. This drop-down is particularly useful when you use multiple parameter tabs, such as selecting a few UPCs from the UPC tab and a few manufacturers from the Manufacturers tab.
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: Check the corresponding checkboxes to select the required parameters, i.e., UPCs.
   
10. 10: 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: 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: Selecting "Exclude" will cause the system to exclude all specified parameters from generating the report.
   
2. 2: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
3. 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" to have the system generate reports based on your selection.
   
4. 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 needed and delete it when no longer required. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.2.1.2 according to your specific 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 lists 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.
   

 Figure 3.2.1.3

3.3 Date and Sale Week Range

Figure 3.3.1

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

1. 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 field.
   

Figure 3.3.3

1. 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

1. After selecting the appropriate filters, click "Generate Report."

3.4 Show Value As

Figure 3.4.1

1. Total Sales (Dollars): If you select "Total Sales (Dollars)" to generate the report, the system displays the sales records based on the item's total sales in dollars, as shown in Figure 2.1

1. Total Quantity: If you select "Total Quantity" to generate the report, the system displays the sales records based on the item's total sold quantity, as shown in Figure 3.4.2.
   

Figure 3.4.2

3.5 Include In Sales Reporting 

What is "Include In Sales Reporting?" 

In the FTx Cloud POS, the "Include in Sales Reporting" feature allows corporate employees to determine whether to include their 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 turns off the "Include In Sales Reporting" button for those departments.