Reports – Overview

HELP – REPORTS & DATA

There are over 100 detailed reports available on SalesStream Cloud™ presenting information ranging from your Inventory and Replenishment through to Goods Movements (In and Out), Purchasing, Customers, Accountancy, Staff/Operators and Suppliers.

Reports are now broken down into Clear Categories as listed below.  New reports are being created all of the time so this list may not be upto date.

Live Dashboards – this allows you see a Graphical Overview of your Business Performance for the Current Day

Favourite Reports – a NEW Feature which allows you to click ‘Add Favourite’ and easily find/locate your most used or favourite reports.

Sales Reports

1 – Item sales performance drill down report – All location all Suppliers Features item sales at all location by supplier between two dates.
12 – All items sold at all locations between two dates All items sold at all locations between two dates
13 – All items sold at all locations between two dates Including fashion columns. All items sold at all locations between two dates Including fashion columns.
14 – All items sold at a specific location between two dates All items sold at a specific location between two dates
36 – Profitability by Item, grouped by category between two dates
37 – Profitability by Item, filtered by Category between two Dates

Supplier Reports

15 – Supplier Listing Report *

Replenishment Reports

33 – Replenishment report all locations by supplier with GSL (Group Stock Level)
34 – Replenishment report all locations for a single Supplier with GSL (Group Stock Level)
35 – Replenishment Report All Locations by Design showing Margin Replenishment Report All Locations by Design showing Margin

Team Member/Operators Reports

8 – Your Retail teams Details listed.
9 – Drill down report featuring operator sales between two dates by location and supplier Drill down report featuring operator sales between two dates by location and supplier
10 – Detailed Report of Operator sales
48 – Operator Discounts between Two Dates

Inventory Reports

19 – Item list by supplier Item list by supplier
20 – Items with a cost price greater than retail Items with a cost price greater than retail
21 – All locations Stock Valuation
22 – Retail price list all price bands Retail price list all price bands
23 – Retail price list (Band 1)
24 – Retail Price List (Band 2)
25 – Retail Price List (Band 3)
26 – Retail Price List (Band 4)
27 Retail price list band 5 Retail price list band 5
28 Inventory report with user definable fields Inventory report with user definable fields
29 Cost value of items transferred between locations Cost value of items transferred between locations
31 Warehouse job status report Warehouse job status report
38 Report showing a single design and stock valuation at each location Report showing a single design and stock valuation at each location
39 Report stock stock grouped by category with design and group stock level Report stock stock grouped by category with design and group stock level

Customer Reports

2 – Customer contact list. rptCustomers_ContactList best customers
3 – Customer contact list for postal marketing. rptCustomers_ContactList_Postal
4 – Customer credit account status. rptCustomers_CreditAccountStatus
5 – Customer credit account status by location. rptCustomers_CreditAccountStatus_byLocation
6 – Customer price band and profit centres. rptCustomers_PriceBand_ProfitCentre
7 – Customer contact list captured between dates. rptCustomers_PurchasesbetweenTwoDates

Financial Reports

11 – Transaction detail drill down report A report by location then category featuring all items sold and the profiterbility of each. daily takes
11 – Transaction detail drill down report A report by location then category featuring all items sold and the profiterbility of each. Daily Takes
16 Stock valuation drill down report by Location and Category Stock valuation report by Location and Category – Excludes negative stock levels. stock valuation report
16 Stock valuation drill down report by Location and Category Stock valuation report by Location and Category – Excludes negative stock levels.
16 Stock valuation drill down report by Location and Category Stock valuation report by Location and Category – Excludes negative stock levels.
17 Stock valuation drill down report by Location, Supplier and Category Stock valuation drill down report by Location, Supplier and Category – Excludes negative stock levels.
18 Stock valuation drill down report by Location and Design Stock valuation drill down report by Location and Design – Excludes negative stock levels.
30 Supplier promotions between dates Supplier promotions between dates
40 – VAT Output tax report by location VAT output tax report by location
41 – VAT Output tax all locations VAT output tax all locations
42 – VAT Output tax all locations by category VAT output tax all locations by category
43 – VAT Output tax by location by category VAT output tax by location by category
44 – Stock Valuation – Group – Ex minus stock
45 – Stock Valuation – Group – Inc minus stock
46 – Stock Valuation – Location – Ex minus stock
47 – Stock Valuation – Location – Inc minus stock

The pre-ceding numbers are simply the SalesStream Report Reference, this helps us to easily identify or point you towards a particular report.

Selecting a Date Range for Reports

We have introduced a new more user-friendly Date Selection tool for the Reports Manager

OLD REPORTING LIST

** Please note that we are currently working on a large overhaul of our Reports – making them more comprehensive, clearer to use and read and more compatible across multiple platforms (i.e. Windows, iOS and Android)

Inventory

78 – All items sold, all tills, all locations between dates – All items sold, all tills, all locations between dates.
80 – Cost Price of Items transferred between Locations – Cost price of items transferred between locations
28 – Fashion Stock Take – a Fashion retail Stock taking report with 3 count columns grouped by category, includes barcodes and PLU’s. (Note : If your clothing items are not stored with a Design reference they will not display on the report)
29 – Fashion Stock Take by Category – a Fashion Retail Stock Taking Report with 3 count columns grouped by Category, includes Barcodes and PLU’s. (Note : If your clothing items are not stored with a Design reference they will not display on the report)
77 – Goods in transit list Goods in transit list
89 – Item sales by supplier between dates with GSL Item sales by supplier between dates with GSL
87 – Items reserved by Location Items reserved by location
76 – Product Listing by a specific supplier. Product listing by supplier requires default supplier name is included in the product data.
66 – Product listing by design and location Product listing by design and location featuring stock levels and cost prices.
65 – Stock report by location with stock level Stock report by location showing the stock level for each item
71 – Stock report by location with stock level by design Stock report by location with stock level by design
26 – Stock take listing Stock taking report with 3 count columns grouped by category, includes barcodes and PLU’s.
27 – Stock take listing by category Stock taking report with 3 count columns grouped by category, includes barcodes and PLU’s. Filtered by category
73 – Stock valuation by supplier and location Stock valuation by supplier and location – drill down style
85 – Stock valuation for a specific location at Landed Cost Stock valuation for a specific location at Landed Cost

Replenishment

30 – Replenishment all locations using GSL Displays sales of items between two dates and current stock level and a required to replenish field. All locations and group stock level used.
31 – Replenishment all locations using GSL with margins Displays items sold grouped, split by location and then supplier, margin and group stock level is displayed.
50 – Replenishment all locations using GSL with margins filter by supplier Displays items sold grouped, split by location and then supplier, margin and group stock level is displayed. Filtered by supplier.
32 -Replenishment all locations using local stock level Displays items sold grouped, paged by location and then supplier, location stock level is used to calculate replenishment requirement.
33 – Replenishment all locations using local stock level and margins Displays items sold grouped, paged by location and then supplier, margin and group stock level is displayed.
53 – Report showing Items required and last Supplier quantity… Displays quantity of items last received the systems cost price from each supplier
83 – Sales Report by Date and Master Category all locations Sales report by date and Master Category all locations
67 – Special order items – all Status Report that displays items that require Special Order or Processing
68 – Special order items – Status = Report that displays items that require Special Order or Processing
69 – Stock List showing Group Stock Levels (GSL) Report showing all Products, the Barcode and GSL
64 – Top 100 best sellers by location – Top 100 Best Sellers by Location – rolling 30 Days.
61 – Top 100 best sellers in last 30 Days – Top 100 Best Sellers in the last rolling 30 Day period, All locations.
62 – Top 100 best sellers in last 30 Days – Top 100 Best Sellers in the last rolling 30 Day period, All locations by category.

Goods Movements (Goods In and Goods Out)

63 – Goods movements with cost prices Report that details all goods movements between all locations and the cost price.
35 – Goods received between dates report Goods received report between two dates by location.
75 – Goods received between two dates and location with product ID Goods received between two dates and location with product ID
70 – Goods received between two dates via an EPOS terminal Goods received between two dates via an EPOS terminal
74 – Products created between dates Products created between dates.
52 – Report showing un-reconciled goods movements… Displays goods movements that are flagged as open, ie: when received quantity is different from sent quantity.

Purchasing

36 – Best Seller by Category between Two Dates – the Top 50 Best Sellers by Category between two Dates
37 – Best Seller by Category between two dates by Location – the Top 50 Best Sellers by Category between two Dates and Location
38 – Fashion Best Seller by category between two dates Top 50 Fashion – Best sellers by design between to dates
39 – Fashion Best Seller by category between two dates by location Top 50 Fashion – Best sellers by design between to dates and location

Customers

41 – Customer Contact List Customer list with customer ID number, name, address and phone number.
42 – Customer Contact List by capturing location Customer list with customer ID number, name, address and phone number. Paged by the location that originally captured the record.
88 – Customer Purchases between two dates Customer purchases between two dates
82 – Newly collected customer names and addresses list Newly collected customer names and addresses list

Accountancy

79 – All items sold at none UK standard VAT rates – all locations split. All items sold at none UK standard VAT rates – all locations split.
81 – Category margin and overall enterprise margin Category margin and overall enterprise margin 47 – Credit notes issued report Displays all issed credit notes and the value of notes summed by status. The report can be opended to display individual notes their value and the member of staff taht issued the note.
56 – Day books Product listing – Formatted for Export to Excel Day books Product listing – Formatted for Export to Excel
43 – Grouped transaction profit report Displays initially grouped sales performance by category with summed results, you can expand the report by category and view the individual profit contrbutions by line of sale.
86 – Grouped transaction profit report – By category Grouped transaction profit report – By category
51 – Report showing products that have non standard VAT Rate
54 – Report showing transaction profit by Season Displays line item profiterablity split by Season then Category, great for comparing old season sales with new.
72 – Sales by time of day and location Sales by hour of day at a specified location
25 – Stock valuation Stock Valuation for all Locations paged – Initially shows grouped values by Category, can be expanded to display the individual stock valuations per item.
49 – Stock valuation inc negatives Stock valuation for all locations paged. Initially shows grouped values by category. Can be expanded to display the individual stock valuations per item. Includes items in negative stock.
44 – VAT output TAX Report Displays VAT Output tax collected from sales transactions filtered by date range – for all locations.
45 – VAT output TAX Report by location Displays VAT Output tax collected from sales transactions filtered by date range – by location.
46 – Z Reads by terminal Displays Z Reads between to dates (THE DATES THEY WERE RECEIVED BY THE SERVER) split by terminal.

Operators/Staff

48 – Operator Sales and Discounts between Two Dates – Displays sales and discounts. By operator between two dates and by location
60 – Staff discounting report detailed Detail staff discounting reporting between dates by location per page.
59 – Staff discounts between dates Staff discounts between dates including difference based on the price band at the time.
84 – Transaction Count by Operator and Location

Suppliers

57 – Day books goods received by supplier between two dates – Formatted for Excel Day books goods received by supplier between two dates – Formatted for Excel
58 – Day books goods returned to a supplier between two dates – Formatted for Excel Day books goods returned to a supplier between two dates – Formatted for Excel
55 – Day books items sold by supplier between dates – Formatted for Export to Excel Day books items sold by supplier between dates

Reports can be extracted to CSV/Excel format, Word, or PDF by choosing the option you wish from the ‘Export’ Drop-Down Menu.

It is also possible to select ‘Data Extracts‘ from the menu and produce simpler reports for direct extract into Excel.