With over 80 reports to choose from, it can be a bit overwhelming to try to figure out what report you might use to get a specific type of information. This article breaks down all the reports into groups to help you make sense of what is available. Your POS system offers reports to assist you in 12 areas of your business. Each of the following areas has a group of associated reports.
This section explains each group and lists all the associated reports. Some reports have information that is useful in more than one area. For this reason, the same report may be listed more than once. The See Also part of a list contains reports that have one or two pieces of information related to the topic, although they are primarily designed for a different area. You can use this section to:
The setup reports are designed to assist you when you set up your POS system for accounting, statistics, inventory, etc. These lists and reports show the setup information in your system.
Accounting
Statistics
Inventory
Other
These reports are used during a business transaction to provide a record of the service along with other information for the store and the customer.
The Daily Sales reports help you evaluate sales and income for a business day or a number of days.
See Also
Reports in this group help you keep track of the money flowing through your register and aid you in balancing the till.
These reports calculate statistics that help you make vital decisions about how to run your center and maximize profitability. Each of them has been designed to fill a specific need. For example, the Quick Statistics Report has been specially created so you can check your store’s performance quickly in the middle of a business day.
See Also
The Inventory Activity Reports help you monitor the inventory that enters and leaves your store. Besides keeping track of how items are used in sales, reports in this category may follow other transactions that affect the amount of inventory on your shelf. These reports may also help you monitor shrinkage.
The Inventory Management Reports are designed to help you maintain your inventory, use your shelf space most effectively and keep track of your cost of goods.
See Also
These reports help you evaluate the performance of individual employees as well as keeping an eye on labor costs and productivity. You will find these reports helpful for making management decisions and overseeing your employees.
See Also
This group of reports was created to assist you in calculating your payroll.
See Also
These reports all present information that can help you evaluate your customer base, develop and track marketing strategies, and offer improved customer service.
You can use these reports to keep track of the fleets you serve. Both you and the fleet manager can take advantage of information on these reports to make sure all vehicles are being serviced and follow up on service needs.
See Also
