Index allows you to see the sales based upon a date range with comparisons on the same time period from the year before whilst also being able to apply a filter and group the results.


Filter

To add a filter select the button:



*Note when using the autocomplete any option shown as a pill below the value input field will always be treated as an include to the report and does not abide by the selected operator, this will only apply to

the text in the Value field:  



The filter option allows for a filter based upon:


  • Shop
  • Master Items
  • Vendor



Once the filter drop down option has been selected an operator can be chosen from the following:


  • contains


Finally a constraint can be added. The example above will exclude the shop named Manchester.


Multiple filters can be added by choosing the button. To remove an applied filter press the button.


Group By


The Group By toggles can be used to group the filter results. A maximum of 4 Groups can be selected. The Group hierachy is determined by the level in which the groups are set, you can change the group order by clicking and dragging on the group handle .

In the example below the Report will be group by Shop then By Master Item:



Note the dimensions grouping will only display if you have configured Dimension types from within Item Management.



Date Range

The report will display the results from the date range selected, you must enter a start and end date range within a 10 year period. The filter defaults to a month back from the current date to the current date.



By clicking on the within the Start or End date a calendar will be shown where the date can be selected.



Within the calendar selecting the will choose todays date.


Generate

Once the filter, grouping and date range has been selected clicking Generate will display the report in 2 sections.


Report Grid

The first section is the report grid. 


The below example shows a report grouped by Shop and Master Item.


The report grid headings display the following data:


  • Turnover - The turnover from the specified date range
  • Turnover Last Year - The turnover from the specified date range minus 1 year
  • Turnover Index - Turnover / Turnover Last Year 
  • Gross Profit - The Gross profit amount
  • Gross Profit Last Year - The Gross profit amount from the specified date range minus 1 year
  • Gross Profit Index - Gross profit / Gross Profit Last Year
  • Gross Profit % - The Gross profit % achieved
  • Gross Profit % Last Year - The Gross profit % achieved from the specified date range minus 1 year
  • Purchase - The value of stock purchase during the specified date range
  • Purchase Last Year - The value of stock purchase during the specified date range minus 1 year
  • Purchase Index - Purchase / Purchase Last Year
  • EOP Stock - The stock amount at the end date
  • EOP Stock Last Year -The stock amount at the end date minus 1 year
  • EOP Index - EOP stock / EOP stock Last Year


Clicking will download a csv file of the report grid



Graphs

The second section shows the graphs. The top graph is the financial KPI, hovering over any of the lines will display the chart figures.


The bottom graph is the statistics KPI, hovering over any of the lines will display the chart figures.



Selecting the hamburger icon allows you to print or download the charts in various formats.