Go to Reports → Sales Report → Sales By Event
Sales by Event Report provides event-related transaction details, compares key performance indicators, and helps you analyze productivity in different revenue centers, and plan future events.
This report provides a comprehensive overview of sales data categorized by specific events.
It provides valuable insights into the performance of various departments, categories, subcategories, and suppliers. Here is a brief description of each field included in the report:
- Event: The name or identifier of the specific event or promotion for which the sales data is being analyzed.
- Department: Refers to the different departments or sections within the organization, such as clothing, electronics, or home goods.
- Category: Represents the broad product categories within each department, such as shirts, televisions, or kitchen appliances.
- Subcategory: Provides more specific divisions within each category, such as t-shirts, LED TVs, or blenders.
- Team: To categorize products based on different teams.
- Supplier: The name of the supplier or vendor from whom the items were sourced.
- Item Name: The specific name or description of the item sold during the event.
- UPC: Stands for Universal Product Code, a unique barcode assigned to each item for identification purposes.
- Unit Selling Price: The price at which each unit of the item was sold to customers.
- Cost Price: The cost incurred by the business to purchase each unit of the item from the supplier.
- Total Sales: The overall revenue generated from the sales of the item during the event, calculated by multiplying the unit selling price by the number of units sold.
- Tax: The amount of tax collected from customers as part of the sales transaction.
- Transactions: The number of individual sales transactions that occurred during the event.
- Units Sold: The total quantity of units sold for the item during the event.
- Discount Amt: The total monetary value of discounts applied to the item during the event.
- Markdown %: Represents the percentage reduction in the original selling price of the item.
- COGS: Stands for Cost of Goods Sold, which represents the total cost incurred to produce or acquire the items sold.
- ADS: Stands for Average Dollar Sale, indicating the average amount of money spent per transaction.
- UPT: Stands for Units per Transaction, representing the average number of units sold per transaction.
- Margin: The profit margin achieved by subtracting the cost price from the unit selling price.
- Margin %: The percentage value of the profit margin, calculated by dividing the margin by the unit selling price and multiplying by 100.
- Item Meta: Additional metadata or information related to the item.
- Event Meta: Additional metadata or information specific to the event.
By analyzing the data in the Sales by Event Report, businesses can gain valuable insights into the performance and profitability of different items, categories, and departments during a specific event or promotion.
Advanced Filters
Advanced filters let users filter the report by Venue, Store, Register, 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.
Add or Remove Columns
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, and you can save the edited report and reopen it later.
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Open a report.
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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.
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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 sales for a specific Event, Department, Item, etc.
You can also add or remove columns in your reports. Any filters or edits that you apply are temporary.
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Open a report.
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Click Filters.
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Select a Column
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From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.
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In the filter box, type any value that you want to filter by.
If you want to filter Event by a value that is "Event 1", and/or "Event 2" then select the operator Contains Event 1 AND/OR Contains Event 2
Printing Reports
Users have the option to print reports on Console,
- Navigate to Reports and select the report
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Select the Date Range that you wish to get the report for.
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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
Note: The "Supplier" field name has been changed to "Vendor."
Articles in this section
- Item Import Field Descriptions
- Overview
- Merchant Onboarding
- Navigation Bar
- Reports
- Items
- Settings
- Dashboard Overview
- Company
- Register
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