Totaling Report

Retailers - The "Go-to" and simple report, in PDF.

Table of Contents

    The Totaling report is usually the first report used by retailers that also import their sales & staff information. It is a grid type report in PDF, which can easily be printed. You can select which variables you would like to include (traffic, sales, %sold, etc...)

    How is it Useful?

    You can aggregate data at the desired interval (15 minutes, hourly, daily, weekly, etc...) and see how you have performed during those periods. It also allows you to track the evolution of the location's performance at a glance. Anyone who wants to manipulate the data in Excel should use the Data Export Report.

    Who would normally use this report?

    Everyone in the organization that wants an answer to "how did we perform during [period]".

    How to generate a Totaling Report?

    1. Select location
    2. Expand Analytics
    3. Select Reports
    4. Select the Totaling Report.
    5. Input the title name of your choice, this is optional;
    6. Click on Business hours or Specific Hours; - If you selected Specific Hours, Input the desired value
    7. Select the desired interval;
    8. Select the desired View - If Chain, District or Region selected, sum of locations under these groups will appears for the period selected.
    9. Select the desired days to include
    10. Select the desired columns to include
    11. Select the desired options (Save report preference - To use settings again).
    12. Click Submit

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