Documentation

Reporting


Introduction to Reporting

Reporting is critical for most businesses. With eQuate POS you can report on many different key performance metrics. For example, you can run the Income report, to view daily sales summaries for each of your warehouses/stores. You can also copy, or export this data into a CSV file for additional data manipulation.

 

Reports
  • Calendar Events
    Display calendar events listed for a certain time period.
  • Current Stock
    View stock levels of products and cost values on-hand.
  • Current Stock vs. Sold
    View stock levels of products and total sold items.
  • Custom Items
    List of of custom items entered.
  • Customer Credit Balances
    View list of customers and their credit balance/limits.
  • Customer Loyalty Balances
    View customer loyalty balances.
  • Customer Sales
    Produces a list of customers and sales information such as; last purchase date, total purchases, and registration date.
  • Customers
    Produces a list of customers and information in the database available.
  • Discounts
    List of items sold with discounts by reason.
  • Duplicate EAN-13/UPC/Reference
    Display list of UPC/EAN13/Reference fields that have more than one unique entry.
  • End Of Day
    Display a report on End Of Day Reports.
  • Expenses
    View types of expenses; with vendor name and date selections.
  • Gift Cards
    View types of income collected; cash, credit, and others.
  • Historical Stock
    View stock levels by warehouse, summarized by day.
  • Income
    Report on income received by day including tax collected.
  • Income Tender
    View types of income collected; cash, credit, and others.
  • Items Sold
    List of items sold with cost and profit values.
  • Items Sold by Category
    List of items sold with cost and profit values by category.
  • Payments
    View payments added to system.
  • Products
    View products and their UPC/EAN13/Reference and cost fields.
  • Profit Margin
    View profit and costs by day and by warehouse.
  • Sales by Category
    View sales and costs by day and by category.
  • Sales By Operator
    View sales by Operator
  • Shrinkage & Loss
    View loss by category type and view cost per category.
  • Taxes
    Review collected tax types by day and by warehouse.
  • Time Cards
    View trends on labour usage. Summarize hours of each employee.
  • Transaction & Payments
    List of transactions processed with payments received and by warehouse.
  • Transactions
    List of transactions processed with tax and by warehouse.

Running A Report

Reporting is critical for most businesses. With eQuate POS you can report on many different key performance metrics. For example, you can run the Income report, to view daily sales summaries for each of your warehouses/stores. You can also copy, or export this data into a CSV file for additional data manipulation.

 

Running A Report
  1. Navigate to eQuate Back Office
  2. On the left navigation bar, click "Reports".
  3. Find the report you want to run and click on "Run Report" (see Figure A)
  4. If applicable, configure your report (see Figure B).
  5. Click on "Run Report"
  6. The report will open in a new window (see Figure C)

 

Figure A

Adding a New Calendar through the Back Office.

Figure B

Naming your New Calendar with a Name and a Description, pressing Save Changes when complete.

Figure C

Naming your New Calendar with a Name and a Description, pressing Save Changes when complete.