Store Sales Detailed Report

This section describes the specifics of accessing and interpreting the Store Sales Detailed report.

Opening the Report

You can find the report at Reports > Store > Sales > Store Sales Detailed. For more information, see Viewing Reports.

Viewing the Report

The Store Sales Detailed report provides advanced information on the sales within for the specified period. Using this report, you may also analyze shift data for the period you need, including older ones.

To view this report, specify the filter by Stations or Station Tags, and filter by specific promotions. You can refine your report further by using other filtering options.

The report contains the following information:.

Date
Grocery NonTax
Grocery Tax
Total Store
Taxes
Total Sales
Refunds
Baskets

For each data listed below, the Projected Sales value is displayed at the bottom of the report's table. The Projected Sales value is calculated by the following formula:

Projected Sales = MTD + AVG Sales * Number of Days, where:
- MTD: Month-to-date is a period starting with the beginning of the current month and ending with the current day.
- AVG Sales: Average sales per day for the last 7 days.
- Number of Days: Number of days left till the end of the month.

Filtering and Sorting the 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 then click[ Refresh. There are the following advanced filtering options available:
Subtotal By. Select one of the subtotal options - by Common (Station), Station Tags or Item Tags - if you want to break-down the report results further.
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 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 Promotions. Select the promotions you want.
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.

Additional Actions

To view the Items Sales by Promotion report, click the Sales column for the promotion you are interested in.

To view the Net Price Change report, click the Net Price Change column for the promotion you are interested in.

To view the Participation report, click the Participation column for the promotion you are interested in.

To view the Promotion Items List report, click the Items Included column for the promotion you are interested in.