8 Practical Reports You Can Create in ConnectPOS Today

With the effective built-in reporting features in ConnectPOS, it is possible to create a lot of reports to better understand and assess your business. The information generated by these reports can provide you actionable insights so that you can make more educated decisions in regards to personnel, inventory, and sales.

We outline eight practical reports which may enable you to take greater control of your business and maximize efficiency.

Total Sales Report

The Total Sales by Time Period report is merely a simple method of seeing your company’s sales figures broken down into specific time intervals.

Though your ConnectPOS Dashboard will always show your total sales at a glance, this report will make it possible for you to get more specific. The report can be changed to show all your information, or it may be divided up by Location, Device, Staff member, or Wet/Dry items.

As soon as you’ve got this data you’ll have the ability to address low points on your chosen time frame and accurately plan for future achievement.

The best way to make the Total Sales by Time Period Report

  1. Open your ConnectPOS Back Office > Reporting > Earnings Report
  2. Select Time Period in the drop-down menu
  3. In the Show info from drop-down menu Choose the appropriate date range
  4. Then filter by Location, Device, Staff, or Wet/Dry groups or leave it as All if you want the report to display all.
  5. From the Display by Time Interval drop-down, pick the appropriate time period for your account, and hit Refresh.
  6. Once the report generates, you may opt to export or view through CSV, Word, Excel, or print.

Time Comparison Reports

If you are interested in seeing how your company is performing compared with a prior time interval, then this is the report for you. Reviewing the information from this report will make it possible for you to assess your earnings performance week-on-week or year-on-year. This report has complete flexibility and lets you choose from predefined date ranges, or enter a completely custom array to match.

In addition to numerous sales options, there’s also a selection of different metrics which can be reported on, for example, amount of transactions, refunds, voids, customers, discounts, and promotions broken down into a period of daily, weekly, or monthly.

The best way to generate a Time Comparison Report

  1. Open your ConnectPOS Back Office > Reporting > Revenue Report
  2. Select Time Comparisons in the drop-down menu
  3. Choose the appropriate metric in the Metric drop-down box.
  4. Pick the Date Range in the drop-down menu and then choose a date range to Compare to
  5. Choose the appropriate Interval in the Upcoming drop-down menu, and the report will generate.
  6. With the report, you may opt to export or view through CSV, Word, Excel, or print.

Non-Selling Stock Report

This report enables you to view, in a glance, the products which aren’t selling in your company. Being able to quickly identify products that haven’t sold a single thing is super valuable when looking in overstocks and possible range cuts.

With the flexibility to modify the date range to the pre requisite definers, or a customized range, you’ll have the ability to see exactly which goods haven’t sold, at any given period, and their current stock available.

Stock that has not sold in a very long time period can possibly be a space waster. Not only is valuable cash flow tied up in stagnant inventory, but shelf space might be better delegated to faster moving objects. This report lets you evaluate whether moving the item through an in house special could potentially help the amounts or if you look to clean it from your stock completely.

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The best way to create the Non-selling Stock report

  1. Open your ConnectPOS Back Office > Reporting > Stock
  2. Select Non-selling Stock report in the choices
  3. Input Date range required, choose place and apparatus then hit Refresh
  4. The report will create and also you can choose to export or view through CSV, Word, Excel, or print

Top Selling Products Report

Generating a view of your company’s top-selling merchandise is another extremely insightful report. Having this information on hand will permit you to determine which items are the most popular in a specified date range, which is very important for predicting future product demand. With the flexibility to create this report by a custom date range, location, device, or staff member you’ll have the ability to access the specific data you require. Pick all to see a comprehensive summary or break it down by location so that you can assess the popular products by website.

Be able to recognize the faster-selling items so that you can make informed decisions on expanding popular item brands or lines.

The best way to generate a Best Selling Products Report

  1. Open your ConnectPOS Back Office > Reporting > Revenue Report
  2. Select Revenue by Merchandise from the choices
  3. Input the comparative range, Location, Device, Staff, or Wet/Dry and hit Refresh
  4. In the header options, click QTY, and it will update the report to show the items that have offered the most in the time period.
  5. With the report updated you can opt to export or view through CSV, Word, Excel, or print.

Hourly Sales Trend Report

Identifying trends and greater hourly earnings patterns in your company is vital. Being armed with this information can allow you to work out the busier time intervals in your company. This can help make certain that you have your employees rostered on at the times you want it the most.

The time interval report may also be generated by annual, quarterly, monthly, weekly, daily, hourly, and half-hourly depending on how particular you require it to be.

How to create an Hourly Revenue Trend Report

  1. Open your ConnectPOS Back Office > Reporting > Revenue Report
  2. Select Time Intervals in the drop-down
  3. Determine the date range you want the report to show, then filter by Location, Device, Staff, or Wet/Dry groups or leave it as All if you want the report to display all.
  4. From the Display by Time Interval drop-down box pick hourly and hit Refresh
  5. The report will create, and you can choose to view or export through CSV, Word, Excel, or print

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Employee Sales Report

Being able to recognize your top-performing employees can be enormously beneficial. Having this information on hand can help be certain you’re rewarding sales successes and scheduling your top performers during the busier times and times.

This report may also highlight those employees that are calculating the most refunds, voids, discounts, and no earnings, which may help highlight safety difficulties.

How to generate an Employee sales report

  1. Open your ConnectPOS Back Office > Reporting > Revenue Report
  2. Select Employees in the drop-down menu
  3. Determine the date range you want the report to show, then filter by Location, Device, Staff, or Wet/Dry groups or leave it as All if you want the report to display and hit Refresh
  4. The report will create, and you can choose to export or view through CSV, Word, Excel, or print

Promotion Report

The Promotion Report enables you to see the promotions which were put through between selected dates ranges. This is a useful report to generate so that you can review a specific promotion’s success.

You can see all the promotions that have been utilized, the amount of promotions which have been processed, the average quantity of discount given for every promotion, and the whole amount that’s been given from the promotions.

The best way to create a Promotion Report

  1. Open your ConnectPOS Back Office > Reporting > Revenue Report
  2. Select Promotions in the drop down menu
  3. Pick the date range from the Show Data in the drop down menu, then filter by Location or Device and hit Refresh.
  4. The report will create and also you can choose to export or view through CSV, Word, Excel, or print

Stock Levels Report

Stock management is an extremely important component of your company. A Stock Levels report will permit you to see the present flat-rate stock levels for your store. If you finish regular stock audits, then the figures in this report will be mainly true. The data generated is equally beneficial to see any low or overstocked goods, in addition to the possible sale value, total margin, and margin percentage.

In case you have master products set up, you will notice a recent Stock and a present Volume column. The recent Stock column tells you how many whole/full master products that you have, and the present Volume column tells you how many extra units you have. The Total Stock column shows your overall stock level using a decimal figure.

How to Create Stock Levels Report

  1. Open your ConnectPOS Back Office > Reporting > Stock
  2. Select Stock Degrees from the drop down
  3. Filter the products you need from the report by Location, Wet/Dry, Supplier, Category, or leave it as All if you want the report to display all and hit Refresh.
  4. The report will create and show the current stock levels for the selected product.
  5. Hit the present stock column to reorder the report in ascending/descending order.
  6. You can choose to export or view through CSV, Word, Excel, or print
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