Petrosoft provides a huge number of analytical reports that allows you to monitor your sales data across all business activities.
All reports in CStoreOffice® can be conventionally divided into the following two groups:
- General reports which are grouped in the Reports menu by the following areas:
- Price Book
- Shift Reports
- Additional reports which are available from other CStoreOffice® menus and forms. For more information about additional reports, see Other Reports, Shift Reports.
An access to this group of reports is level-based. For more information about report levels, see Viewing Reports. To check the levels on which each report is available, click the corresponding report group listed above.
To learn how to generate a report and interpret its data, click this report name in the relevant help section.
To get the information about general operations you can perform with all reports, see Working with Reports.
If you have not found the information you need, have any issues with the reports, or the report you need to learn about is not described yet, contact Petrosoft Support team.
You can perform the following operations with general CStoreOffice® reports:
To view the reports list, from the CStoreOffice® home page, go to Reports and then click the group of reports you are interested in.
Each reports group displays the list of report in accordance with the selected level. You can view the reports of the selected reports group at the following 4 levels:
- Account Level: Displays the reports for the whole account.
- Division Level: Displays the reports for the selected division.
- Company Level: Displays the reports for the selected company.
For more information on managing companies in CStoreOffice®, see Companies.
- Location (Station) Level: Displays the reports for the selected location (station).
In case the divisions are not set up for you account, the Division level is not available for the reports. For more information on managing divisions in CStoreOffice®, see Divisions.
To open the reports at any of the listed above levels:
- Account level: Click ACCOUNT
- Division level:
- Select by Division.
- Click the division name you need.
- Company level:
- Select By Company.
- Click the company you need.
- Location (Station) level:
- Select by Division or By Company.
- Click the division or company you need correspondingly.
- Click the station you need.
You can also type the name of the location (station), division, or company in the search field, and then click the one you need from the search results.
With this feature you can save your time and effort by saving the filters you usually apply to the specific report to have a quick access to them afterwards.
To create a new filter,
select the filtering options and click Refresh > click Save > enter the filter name > click the icon for saving .
To cancel saving, click the corresponding icon.
To delete a filter,
from the Saved Filters list, select the filter and click the delete icon for it.
To apply a filter to the report,
select the filter from the Saved Filters list.
To clear the filtering settings and exit the filtering mode,
To reload the form,
To print the report,
click Print Version.
To have the report emailed to you,
click Send to Email.
To view the report in the PDF version,
To view the report in the Excel version,
click Convert to Excel.
To open the Petrosoft University Portal,
To expand all the report data,
click Expand All.
To hide the expanded report data,
click Collapse All.
To create a ticket,
To save the report to favorites,
click the favorites icon next to the reports name. For more details, see Favorite reports.
You can also use the Custom View C-Store Office function so that to be able to generate a custom-based report template comprising essential information. To do so, follow these steps.
Step 1. Click on Customize View button.
Step 2. Click on Add Column button to see the columns available.
Step 3. Tick a few columns and their attributes, if necessary, to add them into a custom-based report template and click on Accept button.
Step 4. Type in a name of the custom-based report template in View Name text field
Step 5. Set up availability of the custom-based report template in Available for section using a radio button:
- Me Only – a custom-based report template should be only available to the current user account.
- All Account Users – a custom-based report template should be available to all C-Store Office user accounts.
Step 6. Scroll the web page to the bottom and click on Save As button.
As a result, a new custom-based report template has been added into the system.
To view a more detailed information on certain reports, click and watch the following videos:
Key performance indicators
This video presents the information on the Key Performance Indicators report.
Cost exception report and setup
This video presents the information on the Cost Exception report and setup.
Price book-item sales by tag
This video presents the information on Price Book-Item Sales by Tag report.