Sales Reports

You can get to this part of the system by clicking Reports then clicking either your Dashboard or the specific report you need in the Sales section.

 

Dashboard

Your Dashboard can show you some very illuminating information about your sales volume over time. For example, in the sample store below, we can see by looking at the Daily Sales over a month that on weekends, sales are consistently low, starting with Saturday the 3rd, Saturday the 10th, and so on. When our sample store had a big sale on Monday the 12th, we had our largest sales day of the month.

If we look at the Hourly Sales for a good sales day, we'll use Tuesday the 17th of August, we can see what time of day we typically have our highest volume of sales. This is a great way to plan staffing needs for peak hours. We can also look at how our sales revenues build up throughout the month using the Monthly Cumulative Sales graphic.

 

End of Day Report

The End of Day Summary Report is very unique and useful, and likely will be the report you use most often to access transaction information. The report has three sections, and we're going to explore what they do and how you can best make use of them.

 

Net Sales and Receipts

The top section of the End of Day Report has a breakdown of your revenues, showing Product Sales, Class Sales, Service Sales, Rental Sales, and anything else is lumped into Misc Sales. In each of these areas, you can click the blue arrow next to the item and see a breakdown of Taxable and Non-Taxable Sales. These add up to give you your Total Net Sales.

In the Total Receipts column, we add to the Total Net Sales the Taxes you collected, along with other items that don't count toward Net Sales, such as Account Payments, Layaway Payments, Rent to Own Payments, Finance Purchase Payments, Trade-In Credits, Gift Cards Purchased, Deposits, and Shipping you collected. The Report then breaks out items already factored into your totals where the report subtracts funds that were for Returns as well as Discount amounts.

 

Tender by Till

The middle section of the End of Day Report breaks down how you received the funds for the day into the different types of Tender (payment methods) you accept, and breaks it down further, showing Tender by Till. This section is especially useful at the end of your work day so you can compare your cash drawer count for cash, checks, cards, and other forms of payment against what the system is reporting for your revenues. You can click to View All Tenders if you use more types than display in the table.

 

Transactions

The bottom section of the End of Day Report shows each transaction that went through the system for whatever period you are viewing. You can Sort the Transaction Rows by any of the column headers just by clicking on them, but by default they will be displayed in chronological order, with the latest transactions at the bottom of the list. You can click on a Transaction ID to open the transaction in a side panel, and you can do Returns, Voids, reprint Receipts, or adjust transaction info such as the Date, Customer, Notes, and Payment Methods then Save your changes, if your User permission level allows.

 

Margins Report

This is another report that breaks down your sales data by Department. The Margins Report focuses on the difference between the total dollar value of the Costs of the items you sold and the totals of their selling prices, their Net Sales, giving you your Profit Margin for each Department that had sales during the period you are viewing. It is extremely important to have Cost values in the system for all of your products and services in order to have accurate results in this report. You can Sort the Margins Report by any of the column headers, and you can Print the report, as needed.

 

Sales by Item Report

To see specific details about individual items you sold in a given period, a good option is to use the Sales by Item Report. By default it will open displaying data for the current month. There are numerous ways to Filter your results, and of course you can set your Date or Date Range to whatever you need. Just remember this is an Item-based report, so it will show all items sold that fit your time range and filters, so if you are looking at a time frame longer than one month, the report may not be able to load because of the sheer amount of data. One useful feature of this report is its option to view the item sales for all locations in a Consolidated Data View or to break it down by location in the Expanded Location Data View.

In this report you can click on any of the Item Names to open that item if you need to edit it. Please note that doing so will take you away from the Report, and if you come back you will have to reset your Date and Filter preferences. You can Print and Export the Sales by Item Report.

 

Sales Details Report

Our most robust sales report is the Sales Details report, and it offers sales data in the following ways:

• Advanced Filters - You are able to multi-select items in the filters of the Sales Details report, set it the way you want, then Apply the filters all at once to save time.
• Groupings - You can view your sales by Item, Customer, Department, or Vendor, with interactive charts and line item details for all groupings.
• Custom Views - After you configure the report in a way that will be useful to you, you can save that configuration for your future use and it will load from your Favorites or the Reports menu with one click.
• Custom Columns - Use the data most meaningful to you by customizing the data columns in the report.

For full details on the Sales Details Report, click here: Sales Details Report: Powerful and Flexible Sales Reporting

 

Sales by State Report

The Sales by State report can look at long periods of time (it defaults to the current year) and breaks out your total sales by state and province. So for example, if you sell in Canada, the report will show your totals for each province, as well as any sales you might have done in U.S. states. You are also able to see the total number of transactions by state/province. Clicking on the column headers will sort the data by that column, clicking again will reverse that sort. You can print or export the data as needed.

 

Sales Summary Report

The Sales Summary Report goes into more detail than the End of Day on your Net Sales for whatever period you are viewing. By default, it will open showing you your current month's data, but of course you can change to a specific date or date range, if you like. In addition to the basic information about each transaction, the Sales Summary Report shows your Cost for the items in the transaction, any Liability you incur (not shown below), the dollar amount of your Profit, and the percentage Profit Margin. You can both Print and Export this Report as needed. Please note that if you don't have Cost values in for your products and services, the profit margins in this report will not be accurate.

 

Sales Tax Report

Your Sales Tax Report will break down your revenues by taxable and non-taxable, and will split them out by your different Tax Jurisdictions. You can apply whatever Date or Date Range you need, and you can Filter by Location (if you have multiple Locations set up in the system) and by Till. You can also either Print or Export your data, as needed.

 

Transaction Details Report

The Transaction Detail Report is one of the most useful we offer in the Rain system. It features two major 'modes' (the default Item View and the Department view, below) and gives you the ability to filter in a lot of ways, whether you are viewing Item or Department results.

In the Item View, you have all the information offered by the Sales by Item report, but you can also see the original transaction (by clicking the Transaction ID number) and the Customer. So this is a useful report if you need to see which customers bought from a certain Department or Category in a given time period, or how many of a certain item were sold in the period you're searching. Please note that clicking on the item's Name or on the Customer will take you to those entries and you will leave this report, and when you return, you'll have to reload your Date and Filter preferences. As with other item-based reports, the higher your sales volume, the more data this report will be fetching when you load it, so you may have to limit your searches to quarterly or monthly results. You have the option of viewing item thumbnails if you toggle Show Images on.

Also note that items that do not have Cost values entered for them display a 100% profit margin, which throws all of your reporting off in that area. So it is important to enter Costs for all items in the system if you want your reports to be accurate.

The Department View of this report is also extremely useful. It allows you to see how your sales in the period you're viewing break down across all your Departments. Please note that it will only show departments that had sales revenue during the period in question, so any you don't see won't have had any sales. This report in both the Item View and the Department View can be either Printed or Exported.