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The Sales Details report is a single-stop source for your sales data requirements. Here are some of the major functions:

• Custom Views - Configure the report the way you want it and save the configuration for single-click access whenever you need. You can even add your saved views to your Favorites under the Reports menu or up in the main Favorites area.

• Flexible Filters - Filter by Location (for multi-store), Till, Department, Website Category, Vendor, Manufacturer, Clerk, and Item Type in any of the different Groupings and Views of the report.

• Data Groupings - Need to see sales by Department? Or maybe by Vendor? Load a Grouping for either one of the following: Items (pictured below), Departments, Vendors, or Customers to see all sales grouped under those specific areas. For example, in the Item grouping, you will see each item that sold in the period you are viewing and can click to expand and see every transaction in which those items sold. The same can be done by Department, Vendor, or Customer, with the name of the Department, Vendor, or Customer allowing you to expand and see all sales for that element.

• Better Data in All Configurations - You'll see subtotals and totals at the bottom for all groupings in the report, and in all views you'll have total sales dollars, profit, margin, cost of goods sold, transactions, and discounts above the data where you can easily see. You can also adjust which Columns of data display in all views and click to sort and reverse-sort on each.

 

Custom Views and Favorites

You can configure the report in a way you will need on a regular basis, and then save it as a Custom View. All Custom Views are saved for you on the main Reports page in their own section, and if you click the Star to add them as Favorites, they will appear in the Favorites menu in the upper right and also in you Reports hover-menu.

 

The Future of Rain POS Reporting - More Efficient Data Loading

Our report structure is going to function a little differently than it has. Currently, when you change a date or set a filter, the entire report reloads all of its data with each change. If you are setting a lot of filters, this can cause a strain on the system's load for sending and receiving data. The new style will allow you to set all the filters and the time frame, set the view and the grouping as well in the case of this new report, and then click an Apply button so the data only has to be fetched and loaded once.

This will free up system resources to allow other parts of the system to avoid lag.

In addition, the filter lists don't limit you to one selection: so if you need to see results for just two of your Vendors, or a handful of related Categories, you can select the ones you want and only see that data once you click Apply. To work with the filter drop-lists you'll need to first click the Advanced Filters link in the upper right. All filters in the Sales Details report can Select / Deselect All items in the list and Search within the list so you can easily get to what you want. If you need to start over, you can click to Reset Filters, and that will set all of them to display all results.

 

Save It Every Which Way With Custom Views

You can configure the exact view of the Sales Details report that you know you'll need a lot of the time when you open the report and in the upper right, you are able to save that configuration as a Custom View. For example, if you need to look at the previous month's sales for a certain Department, you can set the Date Range to Last Month, open Advanced Filters and set the Department to Instruments, for example, and then using the arrow button next to Custom Views you can Create New Custom View. You'll then be able to name and save your custom report.

You will then see the title of your report at the top, and it will also appear on your Reports page is a special section just for Sales Details Custom Views (pictured above).

The saved Custom Views are also smart. So every time the report is loaded, if you used a relative time frame, for example Last Month, the report will load whatever month was last month as of the current date. So even if you created your custom view back in August and originally used it to view July, when you open the report in December, you'll be viewing the current last month, November in this example.

Custom Views are shared across your company, so anyone with permission to view and use the Sales Details report will be able to load reports that any other user saves. Please be kind to your colleagues and if you load a view someone else has created and want to change it a little and make one of your own, be careful to select Create New Custom View in the Custom Views drop-menu. If you click to Update Current View you will be adjusting the original view.

You can click the Custom Views button to show a list of all Custom Views created for your organization, as pictured above. In the column before the view titles are stars you can hover over and click to Favorite a view you like. This will set it as a Favorite just for you whenever you view your Reports menu or hover over the Reports button. After the titles are columns with buttons to Edit or Delete the views. The Edit will allow a view title to be adjusted and saved. The Delete button will require you to confirm that you really want to remove the saved view.

 

Data Groupings, As Requested

Over the years we've been developing Rain POS we have gotten many requests to have reports worked up in different ways. One of the most common was being able to see sales data by Department, or Vendor. So we developed Groupings with those needs in mind.

The default data grouping is for Items, and the way that one works, for whatever time frame you are viewing, you'll see a 'group' with an arrow in front of it for each unique item sold. This will include all Item Types (unless you change the Filter) so you'll see rental contract payments, services sold, fees, as well as physical products you sold. Each item is a Group, and if you click the arrow, you can expand as many groups as you like, as pictured below.

The data area has the following features:

1. 'Sticky' Header and Footer Rows - Wherever you scroll in your report, the header column titles and footer totals will be in view for you.
2. Group Expand / Collapse Arrows - Click an arrow to see all sales for the group, or click an open arrow to close the group.
3. Transaction ID - To see more details about a transaction in a group, click on the ID to open it in a panel.
4. Group Totals - A subtotaled row in bold just for the items within the group, for your reference.
5. Item Options and Styles - In the Item grouping, you will see a group for every unique option and/or style for the item that sold.
6. Totals - The sum totals for all columns displayed will always be at the bottom for you.

The Department Grouping displays data grouped by Departments you have created, so the Group will be the Department, and if you expand a group, you'll see line items for each transaction that contained a unique item / style that sold within the time frame being viewed, with links to the transactions in which they sold, as pictured below. The system will provide a group for items that do not have a Department set, and it is called Unassigned.

The Vendor Grouping does the same thing, except the title of each group with be the Vendor, and the data displays items that have the Vendor set as the Primary, and that have links to the transactions in which they sold. Just as with Departments, the system will offer a group for Unassigned items that do not have a Vendor.

The Customer Grouping has each customer name as its own group, and you can expand and see sales for each customer that way. Transactions that were done without adding a customer will be in a group called Unassigned.

All of the Groupings have slight variations in the different Columns you can have them display, so please customize them according to your needs.

Please note that you can Export the data filtered as a CSV spreadsheet file download. If you're working with a lot of data and don't want to wait for the download, you can Email it to the address of your choice and the system will do the export in the background and email you a link to the download. You can also Print the currently-displayed page, if needed.