Sales Summary by User Report

This report is used as a management tool, to review a store’s sales performance by user. This report becomes an excellent tool to monitor in-store incentive programs, to actively encourage staff participation in companion selling.

It measures: Sales Ex, GP$, GP%, Discount Ex, Disc to Sales Ratio, No. of Trans, Avg. Trans Value, Avg. Item Value and % of Store Totals and Basket Size.

1. In System Menu, Reports > Report Generator

2. Sales Reports

3. Select Sales Summary by user

4. Select Open Report

5. Location Pre-Selected

6. Choose Transaction Dates

7. Choose to Process All Items or Select Items - The item maintenance page will open, make your selection and select Select Tagged

8. Select the Process Now button or choose to Add to Schedule (See Scheduled Reports - How to setup)

9. When report appears on the screen, You can choose to Show Preview and then print this page (PDF) or Export to Excel