1. Search or navigate to Report Generator Program 2. Select Report you wish to use 52 Week Sales used as example 3. Click Select Items 4. Navigate to Advanced 2 Tab 5. Click arrow in Order Type Field 6. Select KVI 7. Click Find 8. Click Select Tagged 9. Click Process Now 10. Report is ready to View or Export to Excel 11. Click X to close Same steps can be followed for other reports where Select Items is available.

Unsure which report to use?  See below what each report is for! Scheduled Reports - How to setup Schedule reoccurring reports to be emailed to the store email account 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. Missing Products Report The Missing Products Report identifies items that have been dispensed and have not matched by barcode to their equivalent item in POS Works. These items need to be corrected in Fred OR POSWorks so they will link when dispensed.  Unknown Items Report The Unknown Item Report allows you to identify what items were sold out under the Miscellaneous Keys and Script General Fast Keys. This report shows all items that, at the time of purchase were not scanning, not in the database, or not in the “Script hold pool”.   Reconciliation Daily Summary Report This report gives a summary of that days Register Reconciliation. Broken-down by register, it shows: Expected Amount, Counted Amount, Variance, Pay In’s and Pay Outs, Expected, Actual and Variance Banked amounts, and GST.   System Status Report This report will show the status of POS Works’ end of day system processes and show some warnings. Example: failed sales   CSP Settlement Report This report will give a very detailed breakdown on all register transaction types including script types and breakdown values, skim functions, pay-in/outs etc.   This report is 7 pages.  Discount Sales Report This report is used to review discounting by all operators’, showing till and item QTY, with discount amount and reason selected. When exported to Excel it will allow you to filter/sort by operator allowing easy follow-up with staff. Sales Below Cost Report This report allows Store Management to identify items which have been sold below cost price.  This allows Management to action changes to the products, such as, price changes which affect GP, to fix Carton size issues, Retail Promotions, etc. to prevent the products from being sold below cost in the future. Top Selling Products Report This is a critical report. This report displays the best selling merchandise, Grouped by category level it’s an efficient way to understand the demand for products in your store. This will assist you in making wise decisions in ordering. Expected Purchase Orders Report - Recommended This report should be run weekly, it will identify any outstanding purchase orders, which have been transmitted, but have not been finalised therefore affecting store ordering.  Sales by Day Report This report will give transaction details by day, a snap shot in an easy to read format. Low & Out of Stock Items Report This report is used to identify items which have low stock levels or are out of stock completely. It can be used to help manage your Min/Max levels and keep in stock your best selling products. It will give a comparison between the current SOH and AWS and what’s on order. It can assist in ordering stock which in turn will reduce out of stock quantities. Credit Note Detail Report This report will identify any outstanding credit notes so action can be taken, to follow up with the supplier for the credit, to address SOH issues and also help with in-store training, where large numbers of credits are being generated because of ordering errors. Purchase by Date Report This report is used to track dollars spent with a selected supplier or within a date range, ideal if the store is maintaining a budget. Items on Order Report This report is a snapshot of current outstanding order quantities, Can be run on categories, suppliers and promotional items. Normal Store Sell Prices Report This report is ideal for comparison against HO pricing; you can check core range pricing, GP, Etc Negative Stock Report This report is essential for maintaining your database it will pick up potential problems with invoicing errors such as carton size, negative GP, not maintaining your Missing Product Report, incorrect retail promotion set-up. Negative GP Pre-Sale Report This report will identify where your store is losing potential profit, it will also help to highlight invoicing errors, incorrect cost/sells, carton size issues. Stock Valuation Summary Report This report gives a good indication of the $ value of stock in each department and how many weeks on hand you have.  This report will also give you a better understanding of what departments have strong stock investment and whether it directly leads to stronger sales performance.  Reconciliation by Day Report The Reconciliation by Day allows you to report on a specified date range and will show a summary of each days, register reconciliation, showing all tender breakdowns, giving you discrepancies, so you can backtrack to the Register Reconciliation, and identify the issues. Excess Stock Report This report will help identify merchandise with excess stock. How this report identifies the excess stock is by comparing the WOS (Weeks of Stock) holding against the ROS (Rate of Sale) of that stock. This report can help with Rep visits, if the store is already overloaded with merchandise. If you choose to Export to Excel you will have the ability to filter down by supplier.  Customer Account Summary Report This report should be run weekly and monthly before your Account statement run. It is used to identify “who owes what” by giving you a 30, 60, 90 days of money owed. It will give the store the opportunity to Suspend/Freeze accounts, add a note to statement or send a letter of demand. Sales by Category Drilldown Report This report is used to give a comparison between two selected date ranges; it has the ability to drill down through grouping levels of location (Front/Dispensary) Category or Item. If a quick overview is required this report is ideal. Sales & Margin by Department Report This report is used to review sales and GP by any dates, it will show department levels, HIC data, ROS QTY and ROS $. Customer Segmentation This report will group customers activities based on the frequencies of visits, total spend, and it will give you the opportunity to entice customers back to your store, create targeted promotions etc. Loyalty Customer Analysis Report This report offers a wide range of filters so a detailed list can be created reflecting customers’ requirements making it easier to create targeted marketing or promotions. Sales Comparison by Category Report This report gives a comparison between two transaction dates; it will show all previous/current Sales Ex., COGS, GP$ & %, Qty. Sold, the change of Sales Ex and GP% Movement. It will show which categories are showing growth and which are struggling.   Sales by Item Report This report will show a sale review by item, it also shows the HIC component in a separate column, if exported to excel you will have the ability to filter/sort information on targeted results/products Dead Stock Reports This report should be run monthly to allow you to make changes to departments based on what isn’t selling. This report will pin point items that haven’t sold during the date range selected and give you the chance to then remove and mark down the item in store and expand on a top selling product to improve GMROF. Sales and Profit by Category Report This report should be used to monitor your sales and assist you in understanding how each department performed during that date range. It gives you the information needed to make changes to departments based on what the report shows in Sales, GP, Qty. Sold, etc. Gross Margin Return on Investment (GMROI) This report will measure the success of merchandise performance, GMROI focuses on profit and generated in relation to the working capital invested or return on investment. Retail Promotion Sales Report This report will show sales results for promotions giving you the opportunity to run a successful promotion again or rework a promotion that was struggling, while giving a comparison between normal/promotional sells. Sales & Inventory by Item Report This report will show inventory levels by value and units contained within one page, if excel is chosen the ability to filter and drill down by supplier/category. You can then choose to see the Item Maintenance audit screen for a closer look. Sales Tax Report This report with show a breakdown of all tax amounts including Sales, Purchases, Store Transfers, Freight, Collected and Paid. Stock Turn/Days of Inventory Report This report is used to identify merchandise where your store is either under/over invested in stock. It can be run by supplier or category or even Item Id. It is a very helpful report if you are doing turnover orders and also when run by supplier, for accurate ordering from sales reps. Layby Summary Report This report will show all current balances owed and the status of the layby, including all customer information, it allows you to identify where a layby needs to be cancelled, or action taken to contact a customer. Customer Account Adjustments Report This report will show all adjustment activity for the selected date range, accounts opened, payments, credits etc. including the staff member who applied the adjustment. Loyalty Voucher Audit Report This report will give you a complete overview all loyalty voucher activity, when exported to excel, you can drill down to the individual voucher level. Trading Overview When using trading overview, you have the ability to choose your own criteria, while you cannot schedule a report, you can save a Layout. You will find this option in the Left Hand Corner of the screen once you have selected your criteria and hit the “Process” button, When you wish to run a saved layout you will select the “Process” button and then the  “Load Layout” button. Listed below are steps to create a “Sales Report” using Trading Overview, however the first steps are required no matter what report you wish to run, unlike Report Generator, these reports may take much longer to generate the data depending on the Transaction dates chosen and how many items or customers you wish to report on.

NOTE: To ensure you have accurate report data, Preform Rotating Stocktakes Daily (Stocktake a section of your store daily.)  If you have not implemented this procedure in your store, please do so immediately. To ensure critical reports are actioned in a timely manner all critical reports should be scheduled to email to the store email account. One person at the store should then be responsible for ensuring the reports are actioned. How to setup a Scheduled Report in 7 easy steps Select ‘Add to Schedule’ to schedule reports to run at your convenience. These reports can be e-mailed to multi-recipients in PDF and/or Excel format. 1. In System Menu, select Reports > Report Generator 2. Locate the report you would like to schedule and select Open Report 3. Under (for Schedule), select a date range for your report.  For example, ‘Start of Month’ to ‘End of Month’.  4. Select Add to Schedule 5. Select your Criteria: Run ASAP: The report will generate as soon as possible. Note: Some reports require the end of day processes to be complete prior to generating, so will generate overnight. Daily: This will set the report to generate every day, every second day, every X amount of days, or every week day. Weekly: This will set the report to generate once a week, on a selected day of the week. Monthly: This will set the report to generate once a month, on a selected day or time of the month, e.g. ‘First Monday of every Month’. Yearly: This will set the report to generate once a year, on a selected date and month, e.g. ‘every January 1’ will run on the 1st of January each year or a selected day in a selected month, e.g. ‘the Last Day of every June’ will run on the 30th of June each year. 6. Enter the email address the report needs to be sent to then select the + button to add the email, and add another. 7. Select Save and Close

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

The Missing Products Report identifies items that have been dispensed and have not matched by barcode to their equivalent item in POS Works. These items need to be corrected in Fred OR POSWorks so they will link when dispensed.  PLEASE NOTE It is vital that this report is actioned.  Any mismatched item sales will go through against the default “Dispense Missing Product” profile in Item Maintenance (Item ID 119623) instead of the actual dispensary item. This will have an impact on reporting as SOH, GP, Ordering and Sales will be affected 1. In System Menu, Reports > Report Generator 2. Item Information 3. Select Missing Product 4. Select Open Report 5. Location Pre-Selected 6. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)   7. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel   

The Unknown Item Report allows you to identify what items were sold out under the Miscellaneous Keys and Script General Fast Keys. This report shows all items that, at the time of purchase were not scanning, not in the database, or not in the “Script hold pool”.  Please ensure that a procedure is in place, so that all staff are aware, that a description of the product/name of customer must be included when the Miscellaneous Item or Scripts General, Fast Keys are used, otherwise the products are untraceable and SOH etc. will be affected. 1. In System Menu, Reports > Report Generator 2. Sales Reports 3. Select Unknown Items 4. Select Open Report 5. Location Pre-Selected 6. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)   7. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel

This report gives a summary of that days Register Reconciliation. Broken-down by register, it shows: Expected Amount, Counted Amount, Variance, Pay In’s and Pay Outs, Expected, Actual and Variance Banked amounts, and GST.   This report is ideal for, if you want to have a folder where the basic information is stored for quick reference. Note: To use this report you must be using the Register Reconciliation function. 1. In System Menu, Reports > Report Generator 2. Sales Reports 3. Select Reconciliation Daily Summary 4. Select Open Report 5. Location Pre-Selected 6. Choose Target Date 7. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)  8. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel  

This report will show the status of POS Works’ end of day system processes and show some warnings. Example: failed sales   1. Log on to System Menu   2. Select Reports  3. Select Report Generator 4. Select System Reports 5. Select System Status 6. Select Open Report 7. Location Pre-Selected 8. Choose Date Range 9. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)   10. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel  

This report will give a very detailed breakdown on all register transaction types including script types and breakdown values, skim functions, pay-in/outs etc.   This report is 7 pages.  Using the Register Reconciliation function is completely separate from this report.  It will be generated solely on any action that has occurred on the transaction date selected. 1. In System Menu, Reports > Report Generator 2. Sales Reports 3. Select CSP Settlement 4. Select Open Report 5. Location Pre-Selected 6. Choose Transaction Date 7. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)   8. When the report appears on the screen it's in PDF format  

This report is used to review discounting by all operators’, showing till and item QTY, with discount amount and reason selected. When exported to Excel it will allow you to filter/sort by operator allowing easy follow-up with staff. 1. In System Menu, Reports > Report Generator 2. Sales Reports 3. Select Discount Sales 4. Select Open Report 5. Location Pre-Selected 6. Choose Transaction Date 7. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)   8. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel