Get to Know Counterpoint Reports

Counterpoint has over 150 reports, but how many do you use on a regular basis. Every month, we will go over another one of Counterpoint’s powerful built in reports.

This month we will cover the Sales Analysis by Group Report. Anyone who has sat through report training with Amanda knows that this is her favorite report in Counterpoint, but why is that? The Sales Analysis by Group report allows you to group your sales dollars into sections that are pertinent to your business. Here are just a few ways that you can break down your sales using this report:

  • Sales by hour of the day
  • Sales by day of the week
  • Sales by item category
  • Sales by item
  • Sales by customer category

To choose how your sales are segmented, choose a Group By method:

This report, like many sales reports can also compare periods against each other. How have you done in 2019 compared to 2018 and 2017? To compare date ranges, check the boxes for Report periods B and C.

When you preview the report, it will show you sales broken down by the Group by of your choice, with multiple date ranges for comparison.

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Occasionally, you may need to make the same change to multiple items. You can use Table View to make changes to multiple records quickly.
Devices are the hardware that are attached to your POS workstations. Devices allow you to do things like print receipts, process a credit card payment, and make change from the cash drawer. If one of your devices stops working, use some of these methods to troubleshoot.
In Counterpoint version 8.5.4 and above, devices such as the Ingenico, receipt printer, and cash drawer use a new NCR service to connect to your Point of Sale. If the service stops, your devices may not load. Stop and Start the device service to reestablish connection between Counterpoint and your devices.
There are a lot of Inventory Reports and Sales Reports in Counterpoint, but only a few combine sales and inventory data into one report, and only the Merchandise Analysis report allows you to pick and choose which data you want to see on the report.

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