Sales By Employee Report

November 24, 2022 09:11

The Sales By Employee Report provides details sales information by employee.

The report details the number of sales, the total discounted transaction count, the total refunded transactions count, the total dollar amount of the sales, the number of items sold, and more. The report is helpful for merchants that have multiple salespeople helping a customer, as it gives the employees recognition for the sale.

Navigate to the sidebar, Reports → Sales Report → Sales By Employee Report

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Details

Employee Name - Name of Sales Person/Employee

Store - Store name

Transactions -The number of sales transactions by the employee

#Discount Transaction - The number of discounted transactions

#Refund Transaction - The number of refunded transactions

Units Sold -Total number of units sold by the employee (when they are logged into a POS (not clocked in, but logged in)

Units Return -Total number of units returned by the employee

Transaction Amt. - Total sales amount sold by the employee

Margin Percentage- indicates the profitability of sales

Net Sales- the total sales revenue minus discounts and returns for each employee

Add or Remove Columns in your Reports

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, but you can’t save the edited report and reopen it later.

Open the report.
Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.
Check the columns you want to add. Uncheck the columns you want to remove.

Filter your Reports

You can filter reports to narrow down the information that is shown by default. For example, you can add a filter to show only data for a specific employee in a specific location/store, etc

You can also add or remove columns in your reports. Any filters or edits that you apply are temporary.

Open the report.
Click Filters.
Select a Column
From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.
In the filter box, type any value that you want to filter by.

If you want to filter Employee Name by a value that is "Financial", and/or "Cashier" then select the operator Contains Financial AND/OR Contains Cashier

You can specify more than one value. If a filter uses the same name operator, then data is included in the report if any of the values match.

Advanced Filters

Advanced filters let users filter the report by Venue, Store, Register, Group, Warehouse, or Event by selecting the appropriate drop-down.

Any combination of filters can be used to return desired results. The user then clicks the Filter button and is given a report.

Group Report by Salesperson/Employee

Users have the option to group reports by salesperson and employee.
if you pick "Salesperson" from the dropdown, the report will instantly adapt wherein the data will be reorganized and presented according to individual salespersons.

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The report will meticulously showcase each salesperson's performance, featuring their specific sales data, relevant metrics, and visualizations. This tailored presentation ensures a comprehensive overview of each salesperson's contributions, facilitating in-depth analysis and insights.

Printing Reports

Users have the option to print reports on the Console,

Navigate to Reports and select the report
Select the Date Range that you wish to get the report for.
Select filters that are necessary for your report.

Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters.
Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
Make your selection and hit Print

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