Full Report Definitions
Unsure which report to use? See below what each report is for!
Scheduled Reports - How to setup
Schedule reoccurring reports to be emailed to the store email account
Sales Summary by User Report
This report is used as a management tool, to review a store’s sales performance by user. This report becomes an excellent tool to monitor in-store incentive programs, to actively encourage staff participation in companion selling.
Missing Products Report
The Missing Products Report identifies items that have been dispensed and have not matched by barcode to their equivalent item in POS Works. These items need to be corrected in Fred OR POSWorks so they will link when dispensed.
Unknown Items Report
The Unknown Item Report allows you to identify what items were sold out under the Miscellaneous Keys and Script General Fast Keys. This report shows all items that, at the time of purchase were not scanning, not in the database, or not in the “Script hold pool”.
Reconciliation Daily Summary Report
This report gives a summary of that days Register Reconciliation. Broken-down by register, it shows: Expected Amount, Counted Amount, Variance, Pay In’s and Pay Outs, Expected, Actual and Variance Banked amounts, and GST.
System Status Report
This report will show the status of POS Works’ end of day system processes and show some warnings. Example: failed sales
CSP Settlement Report
This report will give a very detailed breakdown on all register transaction types including script types and breakdown values, skim functions, pay-in/outs etc. This report is 7 pages.
Discount Sales Report
This report is used to review discounting by all operators’, showing till and item QTY, with discount amount and reason selected. When exported to Excel it will allow you to filter/sort by operator allowing easy follow-up with staff.
Sales Below Cost Report
This report allows Store Management to identify items which have been sold below cost price. This allows Management to action changes to the products, such as, price changes which affect GP, to fix Carton size issues, Retail Promotions, etc. to prevent the products from being sold below cost in the future.
Top Selling Products Report
This is a critical report. This report displays the best selling merchandise, Grouped by category level it’s an efficient way to understand the demand for products in your store. This will assist you in making wise decisions in ordering.
Expected Purchase Orders Report - Recommended
This report should be run weekly, it will identify any outstanding purchase orders, which have been transmitted, but have not been finalised therefore affecting store ordering.
Sales by Day Report
This report will give transaction details by day, a snap shot in an easy to read format.
Low & Out of Stock Items Report
This report is used to identify items which have low stock levels or are out of stock completely. It can be used to help manage your Min/Max levels and keep in stock your best selling products. It will give a comparison between the current SOH and AWS and what’s on order. It can assist in ordering stock which in turn will reduce out of stock quantities.
Credit Note Detail Report
This report will identify any outstanding credit notes so action can be taken, to follow up with the supplier for the credit, to address SOH issues and also help with in-store training, where large numbers of credits are being generated because of ordering errors.
Purchase by Date Report
This report is used to track dollars spent with a selected supplier or within a date range, ideal if the store is maintaining a budget.
Items on Order Report
This report is a snapshot of current outstanding order quantities, Can be run on categories, suppliers and promotional items.
Normal Store Sell Prices Report
This report is ideal for comparison against HO pricing; you can check core range pricing, GP, Etc
Negative Stock Report
This report is essential for maintaining your database it will pick up potential problems with invoicing errors such as carton size, negative GP, not maintaining your Missing Product Report, incorrect retail promotion set-up.
Negative GP Pre-Sale Report
This report will identify where your store is losing potential profit, it will also help to highlight invoicing errors, incorrect cost/sells, carton size issues.
Stock Valuation Summary Report
This report gives a good indication of the $ value of stock in each department and how many weeks on hand you have. This report will also give you a better understanding of what departments have strong stock investment and whether it directly leads to stronger sales performance.
Reconciliation by Day Report
The Reconciliation by Day allows you to report on a specified date range and will show a summary of each days, register reconciliation, showing all tender breakdowns, giving you discrepancies, so you can backtrack to the Register Reconciliation, and identify the issues.
Excess Stock Report
This report will help identify merchandise with excess stock. How this report identifies the excess stock is by comparing the WOS (Weeks of Stock) holding against the ROS (Rate of Sale) of that stock. This report can help with Rep visits, if the store is already overloaded with merchandise. If you choose to Export to Excel you will have the ability to filter down by supplier.
Customer Account Summary Report
This report should be run weekly and monthly before your Account statement run. It is used to identify “who owes what” by giving you a 30, 60, 90 days of money owed. It will give the store the opportunity to Suspend/Freeze accounts, add a note to statement or send a letter of demand.
Sales by Category Drilldown Report
This report is used to give a comparison between two selected date ranges; it has the ability to drill down through grouping levels of location (Front/Dispensary) Category or Item. If a quick overview is required this report is ideal.
Sales & Margin by Department Report
This report is used to review sales and GP by any dates, it will show department levels, HIC data, ROS QTY and ROS $.
Customer Segmentation
This report will group customers activities based on the frequencies of visits, total spend, and it will give you the opportunity to entice customers back to your store, create targeted promotions etc.
Loyalty Customer Analysis Report
This report offers a wide range of filters so a detailed list can be created reflecting customers’ requirements making it easier to create targeted marketing or promotions.
Sales Comparison by Category Report
This report gives a comparison between two transaction dates; it will show all previous/current Sales Ex., COGS, GP$ & %, Qty. Sold, the change of Sales Ex and GP% Movement. It will show which categories are showing growth and which are struggling.
Sales by Item Report
This report will show a sale review by item, it also shows the HIC component in a separate column, if exported to excel you will have the ability to filter/sort information on targeted results/products
Dead Stock Reports
This report should be run monthly to allow you to make changes to departments based on what isn’t selling. This report will pin point items that haven’t sold during the date range selected and give you the chance to then remove and mark down the item in store and expand on a top selling product to improve GMROF.
Sales and Profit by Category Report
This report should be used to monitor your sales and assist you in understanding how each department performed during that date range. It gives you the information needed to make changes to departments based on what the report shows in Sales, GP, Qty. Sold, etc.
Gross Margin Return on Investment (GMROI)
This report will measure the success of merchandise performance, GMROI focuses on profit and generated in relation to the working capital invested or return on investment.
Retail Promotion Sales Report
This report will show sales results for promotions giving you the opportunity to run a successful promotion again or rework a promotion that was struggling, while giving a comparison between normal/promotional sells.
Sales & Inventory by Item Report
This report will show inventory levels by value and units contained within one page, if excel is chosen the ability to filter and drill down by supplier/category. You can then choose to see the Item Maintenance audit screen for a closer look.
Sales Tax Report
This report with show a breakdown of all tax amounts including Sales, Purchases, Store Transfers, Freight, Collected and Paid.
Stock Turn/Days of Inventory Report
This report is used to identify merchandise where your store is either under/over invested in stock. It can be run by supplier or category or even Item Id. It is a very helpful report if you are doing turnover orders and also when run by supplier, for accurate ordering from sales reps.
Layby Summary Report
This report will show all current balances owed and the status of the layby, including all customer information, it allows you to identify where a layby needs to be cancelled, or action taken to contact a customer.
Customer Account Adjustments Report
This report will show all adjustment activity for the selected date range, accounts opened, payments, credits etc. including the staff member who applied the adjustment.
Loyalty Voucher Audit Report
This report will give you a complete overview all loyalty voucher activity, when exported to excel, you can drill down to the individual voucher level.
Trading Overview
When using trading overview, you have the ability to choose your own criteria, while you cannot schedule a report, you can save a Layout. You will find this option in the Left Hand Corner of the screen once you have selected your criteria and hit the “Process” button, When you wish to run a saved layout you will select the “Process” button and then the
“Load Layout” button. Listed below are steps to create a “Sales Report” using Trading Overview, however the first steps are required no matter what report you wish to run, unlike Report Generator, these reports may take much longer to generate the data depending on the Transaction dates chosen and how many items or customers you wish to report on.