Use the Unposted Sales Analysis Report to Break Down Sales

The Sales Analysis by Group Report is one of the strongest sales history reports that Counterpoint has to offer, but did you know that there is also a report that offers the same options but for unposted tickets? The Unposted Sales Analysis Report in Point of Sale Reports can break down today’s sales by various group options.

How can you use the Unposted Sales Analysis Report?

You can use the Unposted Sales Analysis Report to see today’s sales broken down by:
  • Item
  • Category
  • User
  • Hour
  • Sales Rep
  • …and many more!

Running the Unposted Sales Analysis Report

To run the Unposted Sales Analysis Report:
  1. Select Point of Sale → Reports → Unposted Sales Analysis Report
  1. In the Group by drop-down, select an option to group sales by such as Item, Category, User, Hour, or another option
    NOTE: The group by options are sorted by the area of the sale first in paratheses and the nonparenthetical options are what they would group by. For example, if you choose the (Document Line) Item Category option from the drop-down, the report will group your sales by the category of the item as it was at the time of sale. If you choose (Item) Item Category from the Group by drop-down, you would see the sales grouped by the item category as it is when you are running the report.
  1. Choose a number of records to print by either choosing:
    • a. Top + a number of records – This will show the top number of sales groups based on the Print in Order by field
    • b. Bottom + a number of records – This will show the bottom number of sales groups based on the Print in Order by field
    • c. All – This will show all groups
  1. Choose a Print in order by from the drop-down menu
    NOTE: Most options in the print in order by drop-down are numeric and will print from most to least.
  1. Enter a Date Range in Report periods for Report period A
  1. Enter a store or click the button for All stores
  1. (Optional) Check the box for Show pie chart
  1. Click the Select columns tab
  2. Pick and choose what data points to print on the report by moving the columns into the visible columns area by either:
    • a. Double-clicking a column header you want to add or remove
    • b. Clicking once and using the right or left arrow button

    NOTE: Recommended data points include:

    • Sales
    • Profit $
    • Profit %
    • Qty sold
    • # of tickets
  1. If you have chosen more than five Visible columns/data points, use the Report drop-down at the top of the window to select one of the Wide column layouts
  1. Uncheck the Rounding checkboxes
  1. (Optional) Check or uncheck the Show percentage of total check box
    NOTE: If checked the checkbox will show the percentage of the total sales and other data points. This can clutter the report. You can preview the report to determine if you want to keep the percentages of totals or not.
  1. (Optional) Use the Document Header, Document Line, and the other tab to filter the report
  2. Click Preview

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