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

  1. On the top menu bar of Retailer, click on Reports -> Sales Reports ->Takings Reports ->Monthly Takings Report.
  2. In Report Date Range:
    • Select the Start Date - This will be the Start Date of the report
    • Select the End Date -This will be the End Date of the report
  3. In Select Departments and Terminals:
    • Select which departments to search. To select all departments click the All circle at the top, otherwise click Selected and click on the required departments.
    • Select which terminals to search. To select all terminals click the All circle at the top, otherwise click Selected and click the required terminals.
  4. Options:
    • Exclude Home Delivery & Subagent Orders – This option will stop home deliveries and Subagent orders from being shown on the report
    • Exclude Agency – Excludes Agencies from being shown on the report (Eg. Lotto)
    • Show Totals Of Sale Types Per Department – Shows the totals of all sale types per department
    • Show Graph – Shows a graph at the bottom of the page that gives a visual representation of sales.
    • Show GST – Shows the total amount of GST on the report
    • Do not show GST – Does not show amount of GST taken on the report.
  5. Click Preview or Print.

Reading the Report

The Monthly Takings Report shows sales by month broken up by department, with totals on the right and the bottom on the report.

  1. Department – displays the totals for each department for the particular month.
  2. Date - Identifies the particular month within the period, eg. Oldest on the left, newest on the right
  3. GST (if enabled) – GST paid on each month then for the whole period on the total column
  4. Total – Total amount of sales made in the selected date range
  5. Graph – This graph demonstrates the total amount of sales per month which allows you to visualize the amount of sales being made in each department. The left hand side demonstrates the total and the bottom shows the date.

The graph can be shown or hidden using the Show Graph or Hide Graph button at the top