15. Managing Your Reports

Checkout Point of Sale software offers you a variety of reports to help you manage your business. For more information on the reports that are available to you, read on.

15.1 What are Reports?

Reports are specific views on live data that can help you run your store more efficiently. Most of the reports have a date range that you can edit to give you a more exact view of what you are looking for. Depending on the report you are running, and the date range you are running that report for, these reports can take a few seconds to compile. Once they are up on your screen, you can export most of them to in CSV, TSV, Excel or Numbers formats. All reports can be printed and/or exported to a PDF format. Most reports can also be sorted by each column property by clicking on that column header. To exit the report and go back to the listing of available reports, click on the Report Gallery button towards the top-left corner of the screen.

15.2 Report Gallery

The Report Gallery consists of 25 available reports for you to choose from. To view any of the reports, simply click on the option from the Report Gallery and then set your date range (if applicable) at the top. For a detailed breakdown of reports, see below.

Count Sheet	The Count Sheet provides you with a listing of all of your products and the amount of stock you have for each of those products. When printed, it provides a good starting point for doing a physical inventory count.
Customer Contact	The Customer Contact report provides you with contact information for each customer. This report will show you the customer name, email address, phone number, and physical address. A great report to export contact information without the need of having extra data.
Customers	The Customers report provides you with an overview of your customers. This report will show you the total number of invoices, amount of sales and total margin by customer. A great tool to figure out who your top customers are. Use the zip code sort option to get an overview of where more or less advertising may be needed.
Discounts Given	The Discounts Given report will give you the percentage and amount of discounts that have been given on Invoices for a specified date range.
Employees	The Employees report gives you a breakdown of total sales by employee, and the top ten products sold per employee. Use the report to evaluate an employees strengths or weaknesses or to provide incentive. Also a great tool for calculating commission, if necessary.
End of Day	The End of Day report provides a daily overview of the activity within your store including total invoices, taxes and payments received. It also breaks down terminal activity, showing which employees made sales at each terminal and it provides details from the till counts at each terminal as well. Due to its format, this report is not exportable.
Orders	The Orders report will give you an overview of pending Orders and deposit amounts that have been applied to them.
Payment Detail	The Payment Detail report provides you with payment details for each recorded invoice in the specified date range and breaks it out by payment type.
Payments	The Payments Report provides you with a total amount of payments received on a daily basis for a specified date range, and then breaks them out by payment type.
Pending Invoices	The Pending Invoices report will show you all invoices created within the specified date range that are still awaiting a payment. This report is perfect for collections purposes or to provide you with a quick look at what is owed to you.
Performance	The Performance report breaks down the total number of invoices, total margin, average sale amount and total amount of sales in a day-by-day format using the specified date range. If exported to Excel, a great tool to graph sales trends.
Performance by Brand	The Performance By Brand report helps you analyze your Products' Brands and also view the top selling Products of each Brand.
Performance by Tag	The Performance By Tag report helps you analyze your Products by Tag (used to categorize products in your Web Store) and also view the top selling Products of each Tag. Even if you're not using the Web Store, you can still add Tags to your Products to categorize them.
Price Exception	The Price Exception report provides a listing of all Invoice line items where the selling price was adjusted (up or down) from the Product's selling price.
Processed Payments	The Processed Payments report provides you with each credit card payment processed directly through Checkout for a specified date range.
Product Sales Detail	The Product Sales Detail report provides you with item line details for each invoice recorded within Checkout for a specified date range.
Products by Brand	The Products By Brand report gives you a breakdown, by Brand, of each of your Products.
Products By Customer	The Products By Customer report provides you with an analysis of Products sold per Customer.
Products by Tag	The Products By Tag report gives you a breakdown, by Tag, of each of your Products.
Products Sold	The Products Sold report is an analysis of the number of units sold and returned, web and retail sales and total amount sold. With a selectable date range, you can view your best and worst performing products.
Sales	The Sales report uses the specified date range and lists all sales within that date range individually. The report provides the date and time of the sale, the invoice number, the customer on the invoice, which employee created the sale, and the margin, tax(es), and the total amount of the sale.
Stock	The Stock report provides an overview of the status of your inventory. This report gives details on the stock you have on hand, the number of parts needed to fully allocate orders, and the value of the stock (based upon the standard cost). This report is useful in knowing when to create PO’s and what needs to be purchased.
Stock Correction	The Stock Correction report provides a listing of all Stock Corrections and their description within Checkout in a specified date range.
Suppliers	The Suppliers report will show the amount of purchase orders per supplier (received and open). The detail section includes a breakdown by product, including the price paid for.
Tax	The Tax report will show the amount of taxes received on a day-to-day basis broken down by tax code. Useful in determining the amount of taxes that need to be paid.

Checkout 3 Old Documentation

15. Managing Your Reports

15.1 What are Reports?

15.2 Report Gallery

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