This section describes the specifics of accessing and interpreting the Item Purchases by Tags report.
Opening Report
You can find the report at Reports > Store > Inventory > Volume and state > Item Purchases by Tags. For more information, see Viewing Reports.
Viewing Report
The Item Purchases by Tags report provides advanced information on the items purchased during the specified period.
The report displays the data about all purchased items whether they were sold or not.
To view this report, filter by Item Tags or use subtotals.
The report contains the following information:
- Invoice ID
- UPC
- Item name
- Item quantity
- Item cost
- Buydown by purchases
- Retail
- Unit cost
- Unit retail
- Buydown by sales
- Profit
- GPM %
- Method of Payment
- Date
- Total
Filtering and Sorting Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- Date. Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
- Yesterday
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- advanced. Click the advanced button, select one several filtering options you want, and click Refresh. There are the following advanced filtering options available:
- Subtotal By. Select one or several filtering options - by Common, Station tags, Item tags - for the further breakdown of the results.
- Station Included. Select the stations you want to view the report for.
- Filter by Station Tags. Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Filter by Item Tags. Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Filter by Items. Select this option and use the search tool to find the particular items you want to filter by.
- Filter by Vendor/Manufacturer. Select this option to filter the report results by specific vendor or manufacturer.
- Sort by. Select the order of the report columns you want. Select the Ascending or Descending option for the corresponding type of filtering.
Press CTRL to select several items at a time.
Select the Show Only option to view only the information for the selected items, and Show All Except to view the information for all the items except the selected ones.
For more information on additional report features, see Reports.
