How To: Defining New Columns (05-41-08)

Overview

By default, the Sales by Sales Associates report displays columns for the following:

  • Sales Associate
  • Sales Dollars
  • Tickets
  • Avg Ticket Dollars
  • GM Percentage
  • Return Percentage

To add your own columns, complete the steps in this tutorial.

NOTE: This option is only available on Non-POS terminals.

Step-by-Step

  1. Click the Define Columns and Job Class button at the bottom of the screen.

Click image to enlarge.

  1. The Definable Columns and Job Class setup box appears. In the ‘Title’ field, specify a name for the new column.

  1. In the ‘Prod/Dept’ column, specify whether you want the new column to report on a specific product type or a specific department.

  1. Depending on your choice in Step 3, select a product type or department from the ‘Product Types to Select’ or ‘Departments to Select’ drop-down menus, respectively.

  1. Click the arrow button to add the selected product type/department to the Value column.

  1. Repeat steps 2-5 until all columns are set up.
    • To delete a column, clear the ‘Title’ field and press Tab.

  1. Click OK.

  1. Click Refresh to update the report information. The column(s) you just created now appear on the screen.
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