How to Generate Department Reports
Click on Reports
From your dashboard, click on Reports. This is the 2nd option on the menu to the left of your screen.
2. Select Department Report
From there, click on Department Report from the pop out menu
3. Set Parameters
In order to generate a report, there are two conditions you must adjust here:
Change Selected Stores
If you have multiple stores connected to your Petro Outlet system, you can generate a single report that combines the data or you can pull individual reports for each store.
Multi-Store Report
Click on Change Selected Stores and select all stores from the list.
Single-Store Report
Click on Change Selected Stores and select the specific store that you would like to run a report for.
4. Change Reporting Period
Once you have selected the store (s), it’s time to choose the Reporting Period. You can choose between cashier shifts or by a custom time range.
Cashier Shifts
5. Report Overview
Once you have set your parameters and ran the report, the requested data will display in your browser. Here is what will appear:
Graphs
Graphs are a visual representation of the stats for each department. You can click on categories to add/remove.
Graph information can be viewed in two states:
Overall or Hourly Performance
To the right of the screen is a summary of three factors based on your search criteria:
Products Sold
Sales
Number of Departments
Tags that appear here are based on your selections. You can manually adjust these. Your on-screen stats will update accordingly.
Registers
Cashiers
Manually Rung-up
Lastly, at the bottom of the page, a portion of the report generated is shown
The following information is included:
Department Name
Department Code
Quantity Sold
Amount Sold
6. Download Full Report
You can access the complete version of this report by clicking on Export to CSV.
The report will be downloaded in CSV (Excel) format.
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