How to Run a Sales Report (Elite Users)
This report is great for roll-up data. It can be used to look at sales or scan data for a certain dataset (Category, your supplier's items, etc). You can run a sales report to compare year over year or period over period (Ex. January 2020 vs December 2019).
Below are the steps to run a sales report:
- From the My Reports page (or any page), hover over the Base Reports tab and select 'Sales Report'.
This will bring you to your Sales Report page:
2. Select the Transactional Universe you would like to use for your report. Your Data Provider will automatically update once you've selected your Transactional Universe. Your options are:
- Sales
- Scan
- Scan + Sales
- Inventory
- Restricted Sales
3. Once you have selected your Universe, click Update. This will update your pickers.
Selecting Your Pickers:
Depending on the Universe you have selected, you will see different entity options.
4. Reporting Period(s) - Here you will select the timeframe you would like your data to run from. First, select the timeframe range in the Select By section:
Then, you will select the Year and Period you want to view. You also have the option to select a specific range. You can do this by clicking the 'Select a Range' checkbox. This will allow the Ending Year and Period to appear.
Once you have determined the timeframe, click the right arrow button to move your selection to the 'Selected Period(s)' column on the right column of your picker.
The Detail By dropdown allows you to include more detail in your report. For example, if you have selected the Latest Month as your timeframe and you have selected Detail By Week, your report will contain a different column of data for each week in the latest month. If you leave this section blank, your report will only contain data from the latest month as a total.
Compare Selected Period(s) To allows you to compare your selected timeframe to the previous year, or the previous period. For example, if you have selected the Latest Month (May 2020) as your timeframe and you want to compare your data with the previous month, you will select Period on Period. If you want to compare to the previous year, you will select Year on Year.
Example Reporting Period(s) Picker:
In the screenshot above, I want to run my report from April 5, 2020 to April 30, 2020. I selected to run my report by Calendar Day and was then able to enter my start date. Next, I checked the 'Select a Range' box to allow me to enter an end date. Once I entered my desired timeframe, I clicked the arrow to move my selected dates to the 'Selected Period(s)' column. I also want to compare my data to the same time last year, so I clicked Year on Year in the 'Compare Selected Period(s) To' dropdown.
5. Measures - All available measures for your report will be located in the left column. Click on any measure to move the measure to the Selected Measure(s) column. This will add the section to your report. Each measure selected will be a different column in your report.
In the screenshot above, I have added Sales Quantity, and Sales Quantity - Retail to my report.
To change the placement of any measure, click the up and down arrows next to each measure. To remove a measure, click the 'X' icon next to the measure.
6. Report On Entities - This is where you will select the data you would like in your report. First, you will select the 'Class', or type of data you want to analyze. The 'Available Entities' section will update depending on the 'Class' you select.
Next, you will select the 'Available Entities' you would like in your report. Click any + sign to expand your entity search. You may also use the search bar below the 'Class' field to search for a specific field.
Keep in mind, your dataset can be as broad or as narrow as you wish. For example, you can include all items, or only items within a specific category, or only items within a sub-category. You can even get down to the item level.
In the screenshot above, I selected the Item 'Class'. Then, I clicked the + icon next to the Category and selected the Baby Care category to run my report on.
7. Filter By (optional) - You can use this picker to narrow your search even more.
In the example above, I have selected the Customer 'Class'. Then I selected Comp Customers from the latest 52 weeks. Now, I will be running my Sales report to analyze Baby Care items purchased by customers who also purchased an item in the last 52 weeks.
8. AND Filter (optional) - You can use this picker to narrow your search even more. This picker works the same as the 'Filter By' picker and will require your dataset to meet both Filter By criteria and AND Filter criteria to be included in your report.
In the screenshot above, I have selected CT. This means that my report will only pull sales data if the item is in the Baby Care category, the item was purchased by the same customer in the last 52 weeks who is located in Connecticut. If my item was purchased by a repeat customer, but the customer is not located in Connecticut, then the sales will not be counted.
9. Exclude (optional) - This picker allows you to exclude a certain group or entity from your report.
Continuing with the example above, I will be running my report on Baby Care items that are repeat customers who are located in Connecticut, but I am excluding customers located in the towns of Bristol and New Milford, Connecticut.
10. Report Options (optional) - This section allows you to customize your settings. For example, your report will automatically set the 'This Year' column header to 'TY'. You can update the column header to any header name you wish:
Once you have updated all your report options and pickers, you are ready to run your report.
11. Run or Save Report - Click the Play button to run your report. Click the Save button to have your report saved as a custom report in the My Reports section of your POSSR portal. If you wish to Save your report, you will be required to enter a Report Name before saving your report.
While your report is loading, you will see a loading page like this:
Once your report has loaded, you will have the option to export your file as a CSV or Excel file.
To learn how to view a completed report, please view our article: Viewing a Completed Report.