The detailed report is a statistical document presenting the details of the sales made during a given period. Thus, it gives you among others information on the daily, weekly, monthly or annually turnover. But also interesting details on the invoices issued (Amounts and invoice numbers), the list of items sold and much more. So, to understand the importance of this report, we’ll show you where to find it and explain how it works.
Where would you find the detailed report?
To find the detailed report, you need to access the “Reports” menu. And then, click on the “Detailed report” submenu.
The Detailed report page contains three fields. Two of them allow you to set the period of analysis. And the last one, the display format. Once completed, you can display the results on a table by clicking on the “Display Results” button.
- The “Start date” field indicates the beginning period of the report.
- The “End date” field indicates the end period of the report.
- The “Choose format” helps you to set the display format (Detailed or condensed).
Besides, you can print the detailed report by clicking on the “Print” button.
Detailed report elements explained
For example, we’ll limit to the analysis of June 30, 2019. To do so, we’ll set the start date to June 30, 2019, and the end date to June 30, 2019. We’ll choose the detailed format to better appreciate the information. When you click on the button “Display results” several tables will display.
The list of bills is the first table. It contains information about the date issue, the ID, and the total amount of the entry. And also details on the items purchased. Here we have two bills saved. The first bill (1) is made on June 30, 2019, at 11:34 Am. His ID is 3T3MD5 for an amount of $ 18.04. On the second bill (2), the “sweet & Spicy Nuts” item has been purchased 2 times.
The Order analysis is the second table. It summarizes the number of completed, refunded or partially reimbursed orders. Also it displays their amounts. Here, all the bills are completed.
The Analysis of payment is the third table. It allows you to summarizes the different payments methods of the analysis period. Thus for the June 30, clients paid by cash ($ 20.75) and by credit card ($ 18.04).
The Other stats is the fourth table. It gives you some interesting information like the average amount of orders (1) or the average price per items (2).
The “Sales by staff” is the fifth table. It essential if you want to know the sells percentage per employee. In our case, all the sells were made by one person named “admin”.
So you can print the report if you want to archive it. Click on the “Print” button to perform your action. Depending on your browser, a dialog box will be displayed. Make all the changes that will suit you, then start printing.
The detailed report helps any store owner to estimate the turnover of his business. So for that, you have to define the period of analysis of the report. Then you can display the result as tables. If you encounter a problem during the process, please notify us at [email protected] or comment on the tutorial.