How To: Running the Daily One Liner Report (05-41-02)

Overview

This tutorial describes how to run the Daily One Liner report.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.
    NOTE: If territories and/or markets are set up in 30-02-06, you can select one from this list instead of selecting a region.

  1. From the ‘Store’ drop-down menu, select a store for the report. Select ‘All’ to include data from all stores on the report.

  1. From the ‘Dept’ drop-down menu, select a department for the report. Select ‘All’ to include data from all departments on the report.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

  1. If you want to include information for only one brand, select a brand from the ‘Brand’ drop-down menu. Select ‘All’ to include all brands.

  1. Specify whether the report should include Written or Delivered Sales.

  1. Click the ‘Do by Brand Totals’ box to group the report’s sales by brands instead of organizing them by individual items.

  1. Specify the type of costs to include. Click the ‘Unit Cost’ radio button to base gross margins and variances on the Unit Cost. Click the ‘Vendor Price’ button to base these calculations on the Vendor Price.

  1. If you want to show a comparison to last year’s sales, check the ‘Last Year’ box, then enter the dates for the comparison (from last year) in the ‘From’ and ‘To’ fields.

  1. In the ‘Service Branches’ field, select ‘Include’ to include service branches, ‘Exclude’ to not include service branches or ‘Only’ to include only service branches on the report.

  1. To view only items sold in the same store when using the Last Year comparison option, check the ‘Comparable-Store’ box.
    NOTE: You must have the ‘Last Year’ box checked to use the Comparable-Store feature.

  1. Click Refresh and the report results appear. Click on an individual line for additional information.
    • Any time you change the report criteria, you will need to click Refresh to update the report results.

  1. Click the Print button to print a paper copy of the report (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file. If printing to a PDF, accept the pre-prompted save location on your computer, or enter a new one.

  1. Click Export File to download the report to your computer (optional). Accept the pre-prompted save location, or enter a new one. Then click Ok.
    IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt’ extension
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