This section describes the specifics of accessing and interpreting the Daily Sales Comparison Tracker Report.
Opening the Report
You can find the report at Reports > Accounting > Review Sales > Daily Sales Comparison Tracker.
The Daily Sales Comparison Tracker report can be opened at all levels:
- Account
- Company
- Division
- Location (Station)
For more information, see Viewing Reports.
Viewing the Report
The Daily Sales Comparison Tracker report provides the information on the daily sales data for the selected station tags for a certain day.
The daily sales data can be compared in the report in the following ways:
- Daily sales data can be compared to the sales data for the same day in the previous week.
- Daily sales data can be compared to the average sales data for the same day in the previous year.
Filtering 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: Select the date you are interested in, and then click Refresh. There are the following filtering periods available:
- Subtotal by: Select this filtering option and the subtotal option if you want to break-down the report results further.
- Stations Included: Select the locations for which you want to view the report.
- 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.
- Sort By. Select this option to sort the report results further.
- Show Columns: Select the columns you want to generate the report for.
- Compare To: Select one of the following comparing options:
- None: Select this option, if you want to generate the report only for the selected date.
- Day vs Same Day Previous Week: Select this option, if you want to view the sales data in comparison with the sales data for the same day in the previous week.
- Day vs Same Day YTD Average: Select this option, if you want to view the sales data in comparison with the average sales data for the same day in the previous year.
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 reload the form, click Refresh.
To print the report, click Print Version.
To view the report in the Excel version, click Convert to Excel.
To open the Petrosoft University Portal, click Help.
To create a ticket, click Feedback.
To save the report to favorites, click the favorites icon next to the reports name.
