You can get to this part of the system by clicking Reports in the blue Admin Toolbar, then clicking either your Dashboard or the specific report you need.
The Reports Dashboard
Your Dashboard can show you some very illuminating information about your sales volume over time. For example, in the sample store below, we can see by looking at the Daily Sales over a month that on weekends, sales are consistently high, starting with Saturday the 1st, Friday the 7th, Friday and Saturday the 14th and 15th, and so on. When our sample store had a big sale on Wednesday the 5th, we had our largest sales day of the month.
If we look at the Hourly Sales for a good sales day, we'll use Friday the 28th, we can see what time of day we typically have our highest volume of sales. This is a great way to plan staffing needs for peak hours. We can also look at how our sales revenues build up throughout the month using the Monthly Cumulative Sales graphic.
Sales Tax Report
Your Sales Tax Report will break down your revenues by taxable and non-taxable, and will split them out by your different Tax Jurisdictions. You can apply whatever Date or Date Range you need, and you can Filter by Location (if you have multiple Locations set up in the system) and by Till. You can also either Print or Export your data, as needed.
Transaction Detail Report
The Transaction Detail Report is one of the most useful we offer in the Rain system. It features two major 'modes', offering you the ability to filter in a lot of ways, whether you are viewing Item or Department results.
In the Item View, you have all the information offered by the Sales by Item report, but you can also see the original transaction (by clicking the Transaction ID number) and the Customer. So this is a useful report if you need to see which customers bought from a certain Department or Category in a given time period, or how many of a certain item were sold in the period you're searching. Please note that clicking on the item's Name or on the Customer will take you to those entries and you will leave this report, and when you return, you'll have to reload your Date and Filter preferences. As with other item-based reports, the higher your sales volume, the more data this report will be fetching when you load it, so you may have to limit your searches to quarterly or monthly results.
Also note that items that do not have Cost values entered for them display a 100% profit margin, which throws all of your reporting off in that area. So it is important to enter Costs for all items in the system if you want your reports to be accurate.
The Department View of this report is also extremely useful. It allows you to see how your sales in the period you're viewing break down across all your Departments. Please note that it will only show departments that had sales revenue during the period in question, so any you don't see won't have had any sales. This report in both the Item View and the Department View can be either Printed or Exported.
This is another report that breaks down your sales data by Department. The Margins Report focuses on the difference between the total dollar value of the Costs of the items you sold and the totals of their selling prices, their Net Sales, giving you your Profit Margin for each Department that had sales during the period you are searching. It is extremely important to have Cost values in the system for all of your products and services in order to have accurate results in this report. You can Sort the Margins Report by any of the column headers, and you can Print the report, as needed.
Sales by State Report
The Sales by State report can look at long periods of time (it defaults to the last full calendar year) and breaks out your total sales by state and province. So for example, if you sell in Canada, the report will show your totals for each province, as well as any sales you might have done in U.S. states. You are also able to see the total number of transactions by state/province. Clicking on the column headers will sort the data by that column, clicking again will reverse that sort. You can print or export the data as needed.
Please Note: This report is currently in Open Beta status, so to view it in your list of reports, click on the gear-shaped button on the far right side of the blue Admin Toolbar and go to Beta Features. Scroll down the list and turn it on, then scroll to the bottom of the page and click Save.