What is a summary report?


This report gives you an overview of your sales for a given time period. Your sales report should also show your cost of goods sold, gross profit, and quantities sold so you can have a better idea of how much money is actually going back to your business.

The sales summary report provides a more macro view of your retail sales. How much did you make last month or the previous month? What about your year-to-date sales compared to last year? These numbers offer some general insights around the health of your business, and they can inform your medium to long-term decisions.

Where does one find the summary report?

In the Main menu, click on performance analysis

Navigate to Summary report

How to Generate data/information in this report

Once you have clicked on a Summary report you will be directed to this screen shown below.

You can generate this report to display data/information daily,monthly or yearly.

The Group by field is important in this report as this will be the main column data/information will be displayed against, Such as PRODUCT CATEGORY,PARENT CATEGORY,ROOT CATEGORY,ORGANISATION,CUSTOMER GROUP,SALES REP AND PRODUCT

The Report Value field allows you to view your report displaying profit,revenue or quantity.

PROFIT:

REVENUE:

QUANTITY:

Again like any other report the rest of the search criteria fields are the same right through. 

Select your desired date range and click on search.

In the picture below i have chosen daily for this current week and grouped by product category.