Reports
Reporting on Web Sales
Itemise Instore/External Source Report Option The Following Retailer Reports can be run to show only Web Sales or to compare Instore and Online Sales. Detailed Takings Report Monthly Sales Comparison Report Ranked Sales Report 10 x 10 Stock Item ...
Recurring Invoices Report
For more information about Recurring Invoices, click HERE. The Recurring Invoices Report allows you to see a list of your recurring invoices, showing what stock is due to be charged to each customer. Generating the Report On the top menu bar of ...
Return GST Credit Report
This report only applies to Newsagencies The Return GST Credit Report is a simple report that will show you your total GST credit for a Supplier by subtracting your Returns from Invoice Arrivals. Generating The Report On the top menu bar of Retailer, ...
Customer Transaction Log - Checking A Customer's History of Transactions
The Customer Transaction Log report will give you a chronological history of all transactions and statements for a particular customer. To access this report, open the Customer screen and select the customer you require. Click the Menu button, if it ...
Orders for Title Report
This is for Newsagencies Only Generating the Report From the main screen of Retailer, click on Reports -> Customer -> Orders for Title. There are a few options that can be set here: Start Date - This is the date that the report will use to check if ...
Audit Log
The Audit Log in the Retailer software is a business owner only function. We will only provide advice on its operation, data location and related to business owners or those they have personally approved to have this information. Data accessed by the ...
Customer Orders Report
This is for Newsagencies Only The Customer Orders Report lets you compare a customer's standing order versus the quantity they received for a specific week. Generating the Report Options You can select which week's orders to look at by using the Week ...
Customer Credit Limit Report
The Customer Credit Limit Report can be used to identify all customers who have exceeded the credit limit placed on their account. Generating the Report 1. On the home screen of Retailer, click on Reports -> Customer -> Credit Limit Report. 2. In the ...
Inter-Store Transfer Report
The Inter-Store Transfer Report can be used to view the inter-store transfers that have been leaving or arriving at a location. It can be used to view the items in a specific transfer, or you can view totals across a selected date range. To run the ...
Fast Sellers Report
The Fast Sellers Report ranks stock items sold in a period based on the number of days between arriving and selling the item. The possible rankings are: New - Arrived but not sold in the Fast Ranking number of days before the report date. Fast - ...
Stock Turn Report
This report will list departments and categories, showing what has been arrived and sold during a period. Generating The Report On the top menu bar of Retailer, click on Reports -> Sales Reports -> Fast Sellers Report -> Stock Turn Report. Select the ...
Using Price Breaks with the Detailed Performance Report
By using Price Breaks, you can further break down your stock in the Detailed Performance Report (and Detailed Performance Report by Supplier) by separating your stock into price brackets based on retail price. You can create custom price ranges and ...
Exporting Reports to Excel
In Retailer 3.1, we added the option to export most reports to Excel with correct formatting. The Excel export can then be saved as a CSV file afterwards if required. On any report, click on the Preview after selecting your options. Click the Print ...
Using the Insights Dashboard
The Insights Dashboard focuses on 6 critical areas of retail to assist you on making key decisions by representing data in a graphical & easy to understand format. We think these 6 metrics are among the most important metrics that Retailer should be ...
Run Misses Report
This is for Newsagencies Only The Run Misses report shows any misses of titles for all customers (that have been entered) over a date range. Click HERE for more information on entering Misses. Generating the Report On the top menu bar of Retailer, ...
Write-Off Report
The write-off report produces a list of stock that has been written off during a given date-range. Click HERE for more information on writing off stock. Generating the Report On the top menu bar of Retailer, click on Reports > Stock Reports > ...
Ranked Sales Report
The Ranked Sales Report is an extremely useful tool when trying to increase the size of your basket sales. Through this report you will see your top selling items so you can start to identify similar stock lines that may sell well. This report will ...
Monthly Sales Comparison Report
If you only look at one report regularly in your software it should be the Monthly Sales Comparison report. This report is great for retailers as it enables easy comparison between two trading periods - usually a year apart. The most important ...
10 x 10 Stock Item Analysis Report
The 10 x 10 report is an extremely useful tool when trying to increase the size of your basket sales. Through this report you will see exactly what stock items sell with other stock items and from this you will be able to leverage upsell ...
Remove Banding / Highlight in Reports
From the main screen of Retailer click on Setup -> System. Click on the General tab. In the Report Banding heading, select White from the drop down box. Click Save. Click Close.
Invoice Arrivals Report
This report gives you a printable version of the information entered into the Invoice Arrivals screen. Generating the Report On the top menu bar of Retailer, click on Reports -> Stock Reports -> Invoice Arrivals Report. In Suppliers, choose between ...
Subscription Report
This is for Newsagencies Only The subscription report gives you a list of customers on subscriptions and can also be used to identify customers whose subscriptions have ended or are about to end. You can also use this report to check against reports ...
Period Takings Report
The Period Takings Report allows you to report on sales within pre-set date ranges eg. Q4 2022. Configure Periods On the top menu bar of Retailer, click on Setup -> Calendar. Click on the + icon. Enter the details of the period(s) as required. Click ...
Basket Analysis Report
This report allows you to breakdown and compare the average baskets or sales in your store for 2 date ranges. This will give you an overview of what departments, categories or suppliers are contributing the most to your overall sales. Generating the ...
Reports That Will Change Your Business
The following reports have the ability to change your business and the way you look at it. They will give you fresh insights into your sales and where things can be improved. However, the value you receive from these reports depends on the management ...
Supplier Sales Comparison Report
The Supplier Sales Comparison Report compares sales, gross profit and stock returns for a selection of suppliers. Generating the Report On the top menu bar of Retailer, click on Reports -> Sales Reports -> Supplier Sales Comparison Report. In ...
Day of Week Report
The Day of Week Report is used to track sales for a specific day of the week, over a period of time up to 8 weeks. eg. Every Saturday for 8 weeks. Generating the Report On the top menu bar of Retailer, click on Reports -> Sales Reports -> Takings ...
Daily Takings Report
The Daily Takings Report lists departments and their breakdown of each sale type per day for the date range specified, up to 12 days individually or 5 days if GST breakdown is included. Generating the Report On the top menu bar of Retailer, click on ...
Weekly Takings Report
The Weekly Takings Report lists departments and their breakdown of each sale type per week for the date range specified, up to 12 weeks individually or 5 weeks if GST breakdown is included. Generating the Report On the top menu bar of Retailer, click ...
Detailed Takings Report
The Detailed Takings Report is used to list all of the items sold during a specified date range for selected departments. Generating the Report On the top menu bar of Retailer, click on Reports > Sales Reports > Takings Reports > Detailed Takings ...
Monthly Takings Report
The Monthly Takings Report lists departments and their breakdown of each sale type per month for the date range specified, up to 12 months individually or 5 months if GST breakdown is included. Generating the Report On the top menu bar of Retailer, ...
POS Tracking Report
Before generating a POS Tracking Report, click HERE for instructions on how to add POS tracking to your sales. POS tracking must be enabled for the POS Tracking report to be generated. The POS Tracking Report shows sales data for information gathered ...
Weekly Magazine Decay Report
This is for Newsagencies Only This report allows you to look at the sale quantities of magazine titles over two week-ranges (in comparison) and helps determine the important sale days for that title. Allowing you to see the days the magazine sells ...
Sales By Customer Report
The Sales By Customer report lists transaction details by customer during the selected date range allowing you to see the specific details of customer purchases and payments. You can narrow this down by a customer number range or customer categories ...
Supplier Listing Report
The Supplier Listing Report is used to display a list of all suppliers and their details. Generating the Report On the top menu bar of Retailer, click on Reports -> Stock Reports -> Supplier Listing. Reading the Report The Supplier Listing has ...
Sales Target Report
The Sales Target Report shows your actual sales vs your sales target for the date period specified. Before you can use the report you need to enter sales targets see HERE Generating the Report On the top menu bar of Retailer, click on Reports -> ...
Layby Report
The Layby Report lets you find all Laybys which are still outstanding, have been collected between a particular date range or for a specific customer. Generating the Report From the main screen of Retailer, click on Reports -> Sales Reports -> Layby ...
Department Listing Report
The Department Listing Report is used to display a list of all Departments and Categories and some basic information about them. Generating the Report On the top menu bar of Retailer, click on Reports -> Stock Reports -> Department Listing. Reading ...
Category Performance Report
The Category Performance Report allows you to view your top performing categories in each department based on their gross profit, it can be run for all departments or a specific department. Generating the Report On the top menu bar of Retailer, click ...
Customer Listing Report
The Customer listing Report allows you to see a list of of your customers and their orders for papers and magazines as well as their current balance. Generating the Report On the top menu bar of Retailer, click on Reports -> Customer -> Customer ...
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