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    Daily Sales and Log Entries
    • 08 Jul 2024
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    Contents

    Daily Sales and Log Entries

    • Updated on 08 Jul 2024
    • 1 Minute to read
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    Article summary

    The Daily Sales and Log Entries report displays daily sales data for each location, compared to historical averages. Managers can use this information to track daily performance, compare to previous averages, and keep notes on events or scenarios that impacted business.

    Navigation

    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select Op. Analysis.
      The screen generates a list of reports in alphabetical order.

    3. Locate Daily Sales and Log Entries.

    4. Select Customize to adjust the report parameters and run the report.

    Report Parameters

    Parameter

    Description

    Filter By

    Location reporting category by which to filter the report.

    Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories.

    Location

    Select the locations to include in the report.

    As of

    Select the first date to include in the report. The date range for the report is the selected As of date to today's date.

    View options

    Select, save, edit, or delete a report view.
    For more information about these controls, see My Reports: Using My Reports.

    Run

    Generate the report.
    Select the arrow to Export, Email, or Print the report.

    Fields on the report

    Field

    Description

    Today

    Total dollar amount in today's sales.

    LW

    Total dollar amount in sales from the same day of the week, one week prior.

    LY

    Total dollar amount in sales from the same calendar date?, one year prior.

    Last 7

    Total dollar amount in sales from the past seven days.

    Prev 7

    Total dollar amount in sales from the previous seven days.

    LY 7

    Total dollar amount in sales from the same past seven days, one year prior.

    Comment

    Notes entered in the daily log.

    Email, Export, or Print the Report

    This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.

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