Reports - Descriptive Overview

Reports - Descriptive Overview


Area Report Title Summary of Contents
Reporting Stock Valuation Detailed report showing value of stock on any date. Options include: - Branch / Total level, Department/Sub Department/Sku, Net realisable rules yes / no, exclude / include discontinued lines, show negative stock as zero, ignore items with zero quantity, 
Reporting Personalisation Report Report showing type of personalisation for any given period, broken down at transaction level, stock codes sold, value, quantity, and the report can be run at player level to look at popular players etc.
Reporting Product Extract A report which shows full product information for each item in the range - stock code, style code, description, colour, department structure, weight, cost, prices, margin, stock quantity, min / maxes
Reporting Sales and Margin Report Report to show the sales and margin financials for any given period - at total level, branch level, department, sub department, SKU or by Day. For Web Orders he report can be run for Demand sales or the order have been shipped.
Reporting VAT Report Report to show the output VAT on all sales for any given period - it can be run at product level, department, branch or total level and will show gross, net and VAT figures and summarise zero rate, exempt and standard rated sales for VAT return purposes. An option for Shipped or Demand for Web Orders has been added. 
Reporting Weekly Sales and
Stock Report
A report that shows the sales £'s and units for a given week, against the stock levels being held. It includes stock turn ratios - i.e. sales as a percentage of stock held at branch, i.e. the rate of sale.
Reporting Buyers Report The report can be run for a Supplier and will show the rate of sale and weeks cover for each ACTIVE product. As more sales history is on the system the more valuable this information will become for decision making. You enter the week that you want the sales period to refer to and the number of weeks that you want including to get an average rate of sale and weeks cover.
Reporting Transfer Report A report showing by product line, the quantity and value of stock transferred from one branch to another reporting what was requested to be sent and what was received, again this can be run for any given period
Reporting Stock Valuation
Reconciliation Report
On screen report which shows the breakdown of stock movements for a given period. The report shows opening stock value at total or branch level, and either product line or department level, and then separates out goods in, transfers in/transfers out (this should net to zero) and stock adjustments, returns to suppliers, sales, stocktake adjustments, and then the closing figures
Reporting Top Sellers Report The report is as it says the Top Selling lines at total, branch or department level for any given period, and can be ranked based on quantity, sell or margin
Reporting Stock Movements
Report
This report enables the user to drill down into the stock file to ascertain when a stock adjustment took place, what the reasons where, currently the users ID is missing but this is being added in.
Reporting Offers and Promotions
Analysis
When a promotion is run this report shows the total value of sales generated from the promotion, the value of discount given away, the items sold, margin achieved etc.
Reporting Stock Situation Report This report looks at total stock value, quantity, sell value, for a product line, department, sub department against sales generated for a previous period to generate average sales and weeks cover. 
Reporting Sales Comparison
Report
Enables the user to compare the sales at a total level for comparative periods - i.e. how do sales yesterday compare to the sales from the previous week - particularly useful when a promotion has been run to determine how effective it has been week on week
Reporting Weekly Sales Report Summary report for a week sales activity - showing total sales by branch for each day, number of transactions, which then calculates average basket value. It then separates store average basket from the web sales
Reporting Sales By Month
Extract
Summarises by department and branch the total value of sales by month can be run as VAT Inc. or VAT exc
Reporting Weeks Cover Report Report showing weeks cover at a quantity level - based on average weekly sales the user chooses to base cover on. It includes on order stock and the period that cover is required for i.e. to determine whether the stock levels are sufficient or there are any overstocking problems
Reporting Ticket Analysis Report A report to show a break down of ticket sales
Reporting Suggested Min / Max
Re-ordering Report
A report that provides a suggested replenishment order for a store, based on mins/maxes that have been put in place
Reporting Stock and Sales
Reporting
Sales and Stock for a period - which can be drilled into to look at sales/stock history and previous period/year figures
Reporting Price Change History
Report
A report which breaks down any price changes that have been actioned in the system, the date actioned and who the user was
Reporting Shop Sales Restocking
Report
A report for a branch to run to ascertain what replen is required. This report is run frequently by Clubs on a matchday to replenish the shop stock from the shop storage areas. 
Reporting Sales Audit Extract Shows line by line transaction details for any given period for all sales channels -shows gross and net value, time of transaction, item sold, qty sold, 
Reporting Season Ticket Sales
Extract
Shows a list of item sales which have used season ticket discount and the sell/discount values
Reporting Extended Sell Through
Report
Combines elements from sales and margins and weekly sales report to show the sell through percentages
Reporting Stock Report  Shows the sales either as a qty or a value by day for a selected date range. This can be at Sub Department, Style or Size level. CSV extract only. The extract can be limited to one or a selection of branches, the default is All. 
Reporting Product Status Extract Shows the qty sold, total stock and a break down of stock levels by branch for every item
Order Reporting Returns Report A report that shows a breakdown of items returned for any given period and can be run at reason level by item code, by returns no etc.
Order Reporting Booked Order Analysis This provides a breakdown of orders received online or telephone by and can be filtered by country, postcode, operator, origin of order, media code (if set up) by date time for a given period
Order Reporting Returns Note Report This provides a breakdown of return notes issued, by who, by date, the reason they have been issued, what the value is and the redemption status
Order Reporting Customer Order
Cancellation Analysis
This provides a breakdown of orders received in that have been cancelled, if stock records are not accurate, than the business runs the risk of offering items for sale on the web that they don’t have stock for - hence why this needs monitoring
Order Reporting Items for Despatch
Report
This shows which orders are awaiting despatch, or awaiting picking and packing.
Order Reporting Customer Orders End
of Day Report
Provides a Z-Read for the Online Orders that can be used to match to the Bank. Summarises orders received in, orders that have gone out, b/fwd balance for the next day
Order Reporting Catalogue Sales Extract
Report
This shows the quantity and value of sales sold by catalogue code for a given period and can be run at a booked level or despatched level
Order Reporting Customer Order Extract
Status
A breakdown of all orders that have been processed via the web/telesales channel, showing order number, name, product, county of despatch, value, order status
Order Reporting Customer Order
Summary
A summary of orders received for a given period, and the status of these orders i.e. outstanding to be shipped, completed, cancelled - this is a quick look see for a manager to ensure the pick /pack fulfilment area is functioning as it expected and nothing is being missed on a daily basis
Order Reporting Orders By Country
Report
Summarises order value / quantity by country for a given period
Order Reporting Out of Stock Web
Items Report
As the report state - items in the product file that are not showing as available on the web
Order Reporting Failed Credit Card
Request Report
This provides a listing of card transactions that have failed - important to review especially with oversea transactions that have been successfully processed but for which there maybe concern in despatching - review to see if there have been numerous attempts to purchase
Order Reporting Dropped Basket Extract Provides a breakdown of stock that has been put into basket but where the customer has not completed the transaction.
Order Reporting Order Adjustment
Report
Shows orders where there has been an adjustment made to the payment history
Order Reporting Search Report A report to show most popular search terms from the website. Allows you to create redirect rules 
Order Reporting Collect Orders Report Shows collect orders that are ready to be collected and orders that have been collect within a date range
Order Reporting Message Group
Reasons Report
Shows the number of message centre messages by category
Order Reporting Orders Not Despatched
Stock Report
Similar to the stock valuation but based outstanding orders
Order Reporting Customer First Time
Order Report
Give a list of customers who have placed their first order within a date range
Order Reporting Customer Orders Not Despatched Report Produces a report of customer orders with ability to select status i.e. outstanding, part shipped, cancelled and completed
Order Reporting Monthly Order Summary Report Gives a break down of single item and multi item orders by month
Order Reporting Wishlist Report  Produces an extract of items on wishlists created by customers that can be used for targeted marketing. 
EPOS Till Transaction Extract Creates a csv file on every sale/item/payment made on the tills between a date range
EPOS POS Journal Report Shows a journal of every transaction made on the till. Can be filtered by transaction type, date and receipt number.
EPOS Gift Card and Credit
Note Report
Shows total no of credit notes/ gift cards issued for a given period, by channel/by till, by date and time and the redemption status
EPOS Credit Note
Outstanding Report
Summarises the value of credit notes / gift vouchers awaiting redemption at any given period 
EPOS Hourly Sales Report A back office version of the same report from stockade i.e. a break down of the number of till transactions by hour
EPOS Till and Location
Contribution Report
Shows the performance of till sales by branch and till number
EPOS Cashier and Location Contribution Report Shows the performance of till sales by branch and cashier name
EPOS Cashier Item Void Report Show number of void transactions by cashier
Accounts Department Sales By
Vat Code CSV Extract
Sales by VAT code for accounting purposes
Accounts Payment Extract Sales by payment tender type by date and by channel
Accounts Loyalty Redemption
VAT Extract
Shows of loyalty redemptions and the vat amount for goods purchased within a date range
Accounts Goods Amendment
Transaction Audit Report
Shows a list of GRNs that have been amended
Accounts Purchase Invoice Report Show the status of invoices (Invoice matching)
Accounts GRN Matched Report Shows GRNS which have been matched against an invoice
Accounts Debit Note Report Shows all debit notes and their current status
Accounts Purchase Order No
Receipts Report
Show all purchase orders that have not yet been received
Purchase Ordering Purchase Order
Deliveries Report 
Produces a list of purchase orders by supplier based upon delivery date. The orders are split into Overdue, due in 1 Week 2 Week 3 Week 4 week Month 1 Month2 and Future. 
Purchase Ordering Purchase Order Analysis Produces a report of purchase orders for an order date range. The report can be produced at Supplier , order or line level 
Purchase Ordering Goods Received Analysis  Produces a report of Goods received for a selected date received date range. The report can be produced at Supplier, GRN or line level. If Invoice matching is used then the report can show matched or unmatched GRNs
Warehouse Branch Receiving Shorts
and Overs Report
Shows any differences declared during branch replenishment
Stocktake Stocktake Analysis
Printing
Generates three reports relating to in-progress stocktakes (freeze report, discrepancy report and location summary). Used during stocktakes to determine whether adjustments need to be made to the counts.
Stocktake Stocktake Valuation and Update Generates a valuation of the gains/losses to be updated when the stocktake is committed
Stocktake Scanner File Audit Gives a list of what stock items were scanned on each scanner during a stocktake
Order Despatching Carrier Report Shows all orders despatched using a carrier within a date range
Wholesale Wholesales Sales Analysis A report of wholesale invoices/credits between a date range. Can show by item or invoice total.
Executive Shopping Executive Orders End
of Day Report
Same as customers orders end of day but for exec shopping
Customer Database Customer Database
Extract
A csv file containing all customers matching the specified parameters. Can be based on customers who have purchased specific items. This can be used to track News Letter Sign Ups
Customer Database Customers Without a
Client Ref Report
A list of customers who do not have a client reference on their account. Excludes PayPal and guest customers.
Customer Database Employee Change
Report
A list of every change made to employees in the back office
Customer Database Employee Status Report Shows which employees have logged in recently and when they last accepted their responsibilities. Also shows which employee have admin privilege.
Customer Database Customer Management Has an option to print all the details of a customer held on the system as part of the GDPR Compliance rules. 
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