Department Totals

Initial (Main Search) Screen

  • From the Reports > Sales Analysis Reports menu, select Department Totals Report.

  • An initial search screen (like the one shown below) should appear.

Screenshot of the Department Totals application.

  • Click Clear to reset the search criteria back to their default values and clear any results.

  • The user may select one or more stores from their store visibility list, default is all visible stores.

Screenshot of the Department Totals application.

  • The user may select a Period and Start Date to filter the results.

  • The Period values are Daily, Weekly, Monthly, Qtrly, and Yearly; default is Daily.

  • The Start Date has a default value for each of the period values and may also be manually set.

Screenshot of the Department Totals application.

  • The Register search filter limits the results to those from the specified register, and is disabled if more than one store is selected. Not selecting a register means “all registers that are visible”.

  • The Operator search filter limits the results to those from the specified operator, and is disabled if more than one store is selected. Not selecting an operator means “all operators”.

  • The Merchandise Hierarchy search filter limits the results to the selected department, class, or subclass; the default is all departments.

Screenshot of the Department Totals application.

  • The Group By configuration parameter defines how the results are to be grouped; the grouping can be by Department, Class, or Subclass; the default grouping is by Department.

  • Click Search, the results will display like the following; this is data from a single store:

Screenshot of the Department Totals application.

  • The Average Total Retail Income values are based on time periods and are shown with trend indicators.

  • The trend indicators can be up, neutral, or down.

  • There is a summary row at the bottom of the merchandise hierarchy-based result rows.

Results

The results of the search, by default, are displayed in a grid. For all result sets, Average Retail Income values along with trending indicators are displayed.

  • Average Retail Income values based on time periods are shown with trend indicators.

  • Average income values and trends are only shown for time periods longer than the selected time period.

  • The trend indicators can be up, neutral, or down.

Results Grid

Single Store

  • Merchandise Hierarchy - can be Department, Department/Class, or Department/Class/Subclass

  • Item Sale Cnt - how many items were sold in this hierarchy

  • Item Sale Total - the total amount of items sold in this hierarchy

  • Item Sale Disc Cnt - how many items were sold in this hierarchy with a discount

  • Item Sale Disc Total - the total amount of items sold in this hierarchy with a discount

  • Item Sales Income - the sales total minus the sales discount total in this hierarchy

  • Item Ret Cnt - how many items were returned in this hierarchy

  • Item Ret Totals - the total amount of items returned in this hierarchy

  • Item Ret Disc Cnt - how many items were returned in this hierarchy with a discount

  • Item Ret Disc Total - the total amount of items returned in this hierarchy with a discount

  • Item Ret Income - the returns total minus the returns discount total in this hierarchy

  • Item Net Income - the net sales total minus the net returns total in this hierarchy

  • % of Totals - what percentage of the net income from all hierarchies, this is visible only if a single store was selected and a specific merchandise hierarchy was not selected

  • Weekly Avg Net Income - displayed if Period < Weekly, includes trend indicator

  • Monthly Avg Net Income - displayed if Period < Monthly, includes trend indicator

  • Qtrly Avg Net Income - displayed if Period < Quarterly, includes trend indicator

  • Yearly Avg Net Income - displayed if Period < Yearly, includes trend indicator

  • If there are multiple rows in the results, a summary row is displayed at the bottom of the grid

Multiple Store and Enterprise Results

Results from both multiple store and Enterprise searches include the Store # for each row in the results but do not contain % of Totals data. Otherwise the results for both of these searches can be considered the same.

  • Store # - the number of the store returning the results

  • If there are multiple rows in the results, a summary row is displayed at the bottom of the grid

Results Chart

  • Once values are present in the results grid, the Chart button becomes enabled.

  • Click the Chart button to display the results as a bar chart.

  • The drop-list allows selection of a Merchandise Chart or a Time Series Chart.

Screenshot of the Department Totals application.

  • If you hover the mouse cursor over one of the MH result sets in the chart, you get a summary for that MH.

Screenshot of the Department Totals application.

Other Commands

Export

The Export function allows the user to save the report as a comma-separated values (CSV) file for use in Excel. Once you have a result set that’s filtered as desired, click the Export button. The file is saved as DepartmentTotals_yyyy-m-d.csv in the default location, typically the Downloads folder for the user.

Print

The Print function allows the user to save the report as an Acrobat PDF file for viewing/printing in Adobe Acrobat Reader. Once you have a result set that’s filtered as desired, click the Print button. The file is saved as DepartmentTotals.pdf in the default location, typically the Downloads folder for the user.