Top List
Top List gives a small output showing turnover, profit , weekly cover and sell through percentage 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
- No of Articles Sold - The number of individual arcticles/items sold
- Gross Profit - The Gross profit amount
- Gross Profit % - The Gross profit % achieved
- Weekly Cover - The number of weeks stock cover
- Sell Through %
Clicking will download a csv file of the report grid
Graphs
The second section shows the KPI graphs. The top graph is the financial KPI, hovering over any of the lines will display the chart figures.
The bottom graph is the financial 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.