How To: Running the Today’s Sales by Store Report (05-18-01)

Overview

This tutorial describes how to run the Today’s Sales by Store 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.
    NOTE: This field cannot be changed if you are using a POS Terminal.

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

    NOTE: This field cannot be changed if you are using a POS Terminal.

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

  1. In the ‘Written/Deliverd’ section, specify whether the report should include Written or Delivered Sales.

  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.
    NOTE: This option is only available on Non-Point of Sale terminals.

  1. Click Refresh. The report results appear.
    • Any time you change the report criteria, you will need to click Refresh to update the report results.

Click image to enlarge.

  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: If you will be using Microsoft Excel to open this tab delimited file, save it with a ‘.txt’ extension. If you will be opening the file with another spreadsheet program, save it with either a ‘.csv’ or ‘.txt’ extension.
    NOTE: This option is only available on Non Point of Sale terminals.

  1. To view a detail report for a particular store, click on one of the lines (optional).

    2. Click image to enlarge.

    The detail report opens in a new window. Click on a transaction number to view details for that ticket.

  1. Click Export File to download the detail information 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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