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Standard report

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[RTC-39849] TRN: Cashier security statistics report with turnover split and price checks - EG A/S

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Description:

Report

provides comprehensive daily settlement and sales statistics per store. Similar to 0780_DailyReport but with enhanced VAT breakdown. Report is divided into multiple sections showing product sales, tender types, cash reconciliation, card payments, and drive-off tracking.

Selections (applies to all sub reports)Selections:

• Date from: Default
today
• yesterday
• Date to: Default
today
• yesterday  
• Retail store:
Default all
• Operator: Default all

Output:

One page per store

One row per cashier

Columns:

• No: Operator number
• Name: Operator name
• Tender (NB! this is tender data and does not represent turnover).
  • Cash
  • Other (ohter than cash)
• Receipts: number of reciepts
• Returns
• Deleted receipts
• Deleted item lines
• Receipts on hold
• Null: Number of drawer opening without any transaction
• Ovr. prc.: Overriden price count
• Scan %: Scan divided by Quantity of sold items
• Discount: Discount quantity
• Price check: How many times price check funtion is used.

Sorting:

• No sorting

Source:

• Lindbak POS Reporting cube (OLAP)

• Single value; default first available from the list

Hidden parameters:

• pFuelItemType: Default \[Article\].\[Item Type\].&\[Fuel\] - Defines which item types qualify as fuel
• pOtherPaymentCards: Default 30,31,32,33,34,35,36,37,38,39 - Payment card numbers for "other payments" section
• pReasonCodeBreakage: Default \[Reason Code\].\[Reason Code\].&\[Avstikk\]&\[Return\] - Reason code for drive-off tracking
• pPriceChannelOutdoor: Default \[Price Channel\].\[Price Channel\].&\[11\] - Price channel qualifying as outdoor sales

Source:

• Lindbak POS Reporting Cube (OLAP) - All reports
• Lindbak POS Reporting DW - 1812, Item Group Driveoff section only

Description:

Report lists reconciliation of giftcards.

Selections:

• Type – Default gift card
• GiftCard type- Default all
• Store – Default all
• Date from – Default today
• Date to – Default today

Output:

Report shows reconciliation of giftcards with statistics for selected stores.

Columns:

• Store – Store – Store number
• Issued – Sum amount issue
• Redeemed – Sum amount redeemed
• Accumulater expired balance
• number
• Issued – Sum amount issue
• Redeemed – Sum amount redeemed
• Accumulater expired balance
• Corrections – Corrections amount

Interactive sorting:

Interactive sorting on all columns

Source:

• Lindbak Retail

CO-99244, PBI#155899

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Description:

Report lists giftcard balance per store.members and e-mail/SMS subscriptions

Selections:

• Store Loyalty program – Default allLoyalty program
• Type Store – Default gift cardGiftCard type – Default all

Output:

Report has a summary at the end of tableshows members with e-mail/SMS subscriptions, one row per store with summary of each column.

Columns:

• Store – Store number and store name
• Members – Members quantity
• Email – Email quantity
• Mobile – Mobile quantityBalance - ScripBalance

Source:

• Lindbak RetailPOS Reporting DW

CO-99233,  PBI#155902. Based on report 0519

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Description:

Report lists reconciliation of giftcards per storeloyalty statistics.

Selections:

• Loyalty program – Default loyalty program
• Date from – Default today
• Date to – Default todayType – Default gift card
• Store – Default all

Output:

Report has table for each store and summary is divided on 4 tables and 2 charts. Every table has a stotal sumamry at the end of table for each column on that table.

Columns:

• Giftcard number
• Issued amount
• Redeemed amount
• Balance correction amount
• Issued date
• Redeemed date

Interactive sorting:

Interactive sorting on all columns.

Source:

• Lindbak Retail

• New members in period table
  • Sex – Female, male and unknown
  • This year – Number of new members
  • Last year – Number of new members last year
• New member in period circle chart
  • This year – New member this year
  • Last year – New member last year
• Sales statistics table
  • Member and not member rows
  • Num of receipts – Number of receipts
  • Tot. sales amt. – Total sales amount
  • Avg amount – Average amount
  • Items – Items quantity
  • Items/cust – Number of items over number of sales for members.
  • Gross profit
  • Gr. prof. % - Gross profit percentage
• Sales by gender/age groups table
  • Age group
  • Male/Female
    • Sales – Sales amount
    • Gross profit
    • Gr. prof. % - Gross profit percentage
• Sales by gender/age groups chart
  • X – axis – Age group
  • Y – axis – Sales amount
  • Legend – Male and Female bars
• Sales by gender/department table
  • Department
  • Sales amount
    • Male – Male sales amount
    • Female – Female sales amount
    • Unknown – Unknown sales amount
    • Total – Total amount for all genders
  • Total %
    • Male – Male sales amount percentage
    • Female – Female sales amount percentage
    • Unknown – Unknown sales amount percentage
    • Total – Total sales amount for all genders percentage

Source:

• Lindbak POS Reporting Cube (OLAP)

CO-99233,  PBI#155902. Based on report 051992729, PBI#155905

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Description:

Report lists loyalty statisticssales in selected stores in loyalty clubs. Report also present turnover chart.

Selections:

• Loyalty program – Default first loyalty program
• Date from – Default today
• Date to – Default today
• Team – Default all
• Store – Default all
• Department – Default all

Output:

• Report

• shows sales statistics in loyalty club for selected stores. Report has a summary at the end

• of each column.
• Report has a turnover bar chart. On x-axis are turnover information bars: total, not member, member  and employees. On y-axis is turnover amount.

Columns:

• No – Store number
• Store – Store name
• Turnover
  • Total – Total turnover amount
  • Not member – Turnover amount without members
  • Member - Turnover amount with members
  • Employees – Turnover employees amount
• % of total sales
  • Not member – Percentage of total sales without members
  • Member - Percentage of total sales with members
• Gross profit %
  • Total – Total gross profit percentage
  • Not member – Total gross profit percentage without members
  • Member - Total gross profit percentage with members
  • Employees – Total gross profit percentage
• Average quantity sold
  • Total
  • Not member
  • Member
• Average sale in sum
  • Total
  • Not member
  • Member

Source:

• Lindbak POS Reporting Cube (OLAP)

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CO-92729, PBI#155905

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Description:

Report lists sales in selected stores in loyalty clubs. Report also present turnover chartallow to follow up tender per shift. Report has two subreports, one settlement and second about statistics.

Selections:

• Loyalty program – Default first loyalty program
• Date from – - Default today
• Date to – - Default todayTeam – Default all
• Retail Store – Default all
• Department – Default all

Output:

• Report shows sales statistics in loyalty club for selected stores. Report has a summary at the end of each column.
• Report has a turnover bar chart. On x-axis are turnover information bars: total, not member, member  and employees. On y-axis is turnover amount.

Columns:

• - Default select a single store
• Workstation - Default all
• Shift - Default select a single value

Subreports:

Source:

• Lindbak POS Reporting Cube (OLAP)

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Description:

Report list shift statistic for selected stores and period timelists member sales per association.

Selections:

• Loyalty program – Default loyalty program
• Date from – Default today
• Date to – Default today
• Store Customer – Default empty

Output:

• Report has expand all and collapse all buttons for drilldowns.
• Totals in the beginning of new hierarchy level for:
  • Association No.
  • Association

Columns:

• Buttons for expanding and collapsing all drilldowns
• Association
• No. Association
• Amount
• Bonus amount
• Members in period
• Linked members

Source:

• Lindbak POS Reporting Cube (OLAP)

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Description:

Report allow to follow up tender per shift. Report has two subreports, one settlement and second about statistics.lists new member per week/month

Selections:

• Loyalty program – Default loyalty program
• Calculate per – Default per month
• Year – Default
• Date from - Default today
• Date to - Default today
• Retail Store - Default select a single store
• Workstation - Default all
• Shift - Default select a single value

Subreports:

Based on report 0107, but uses SQL instead of MDX

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Descriptions

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Description:

Report lists member sales per associationloyalty club sales for selected stores depending on loyalty program and team.

Selections:

• Loyalty program – Default loyalty programdefault 1
• Date from – Default today
• Date to – Default todayCustomer – Default empty
• Team – Default all
• Store – Default all

Relevant parameters:

• pCustomerGroupsEmployees – Customer group used for employees, default 1.

Output:

• Report has expand all and collapse all buttons for drilldowns.
• Totals in the beginning of new hierarchy level for:
  • Association No.
  • Association

Columns:

• Buttons for expanding and collapsing all drilldowns
• Association
• No. Association
• Amount
• Bonus amount
• Members in period
• Linked members

• One row per store.
• Raport show turnover, percentage of total sales, gross profit percentage and average quantity sold.
• Total sum of each column for selected stores.

Columns:

• No – Store number
• Store – Store name
• Turnover
  • Total – total mount
  • Not member – Amount without Loyalty program
  • Member – Amount with Loyalty program
  • Employess – Amount with Customer group
• % of total sales
  • Not member – percentage members without Loyalty program
  • Member – percentage members with Loyalty program
• Gross profit %
  • Total – percentage total of gross profit
  • Not member – percentage of gross profit for members without Loyalty program
  • Member – percentage of gross profit  for members with Loyalty program
  • Employess – percentage of gross profitt for members with customer group
• Average quantity sold
  • Total – quantity of articles per customers
  • Not member - quantity of articles per customers without Customer club
  • Member - quantity of articles per customers with Customer club

Clarifications:

Customer club refers to LoyaltyProgramKey and Employees refers to CustomerGroupKey. Gross profit is a value referred to NetCost deducted from NetAmount.

Source:

• Lindbak POS Reporting Cube cube (OLAP)
• Lindbak POS Reporting DW

CO: 154926

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Description:

Report lists new discount tgroup for membercashiers statistics for selected stores.

Selections:

• Date from – Default today
• Date to Quarter – Default quarter 1today
• Show Store – Default all (Changed discount group or unchanged discount group)
• Operator – Default operator

Output:

Report shows customer discount group list for memberOne page per store. Report has a summary for each column at the end each store's table.

Columns:

• Cashier No and Name – Cashier number and cashier name
• Returns quantity and amount
• Deleted receipts quantity and amount
• Deleted item lines quantity and amount
• Manual discounts quantity and amount
• Diff settlement amount – Difference settlement amount
• Deleted web order quantity and amount
• New customer orders quantity and amount
• Offline coupons quantity and amount 
• Personnel disc. qty – Personnel discount quantity
• Customer num. – Customer number
• Customer – Customer name
• So far this year – Amount this year
• Estimated amount
• Discount group
• Estimated discount group

Source:

• Lindbak POS Reporting Cube (OLAP)

RTC-27636 / CO-222611

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Description:

Report lists new member per week/monthshows information about issued, redeemed and balance for bonus checks, per month and store for the last 12 months.

Selections:

• Loyalty program – - Default loyalty program
• Calculate per – Default per month
• Year – Default select a single value

Output:

• 1
• Team - Default all
• Store - Default all available in selected teams

Output:

One page per store. For each month sum of issued, redeemed, balance and expired bonus checks. One sum for manual issued checks, checks issued from sales and total. First page of report is total for all storesReport shows two charts and one table for new members per week or per month.

Columns:

• Total number of members chart
  • X-axis – Time
  • Y-axis – Members – number of members
• New members per week/month chart
  • X-axis – Time
  • Y-axis – New members number
  • Legend – Number of members for this year and last year
• New members per week table
  • Week
  • This year/Last year
    • Increase – Number of new members
    • Total
  • Total increase
    • Quantity – Difference between this year and last year
    • Percent – Percentage difference between this year and last year

Clarifications:

• End of month - Shows last date in each month for the last 12 months.
• Bonus type - For each month there is one row for manual issues checks, checks issued from sales and total.
• Issued - Sum of bonus amount issued.
• Redeemed - Sum of redeemed bonus amount.
• Balance - Sum of not exipred, not used bonus amount.
• Expired Sum of bonus amount expired at the end of month.

Sorting:

• Month

Source:

• Lindbak POS Reporting DW

RTC-52380

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Description:

• Report allows to monitor security-sensitive activities performed by cashiers/operators in the store, including manual discounts, returns, gift card transactions, and voucher usage.

Selections:

• Date from: Default yesterday
• Date to: Default yesterday
• Retail store: Single select on store (because of performance). Default first available.
• Operator: Default all operators for the selected store

Output:

Security activity statistics shown individually per each cashier security-relevant activities like manual discounts, returns, gift card sales/redemptions, and voucher usage with reference to receipt number.

Additionally there are totals for each operator and each store.

Columns:

• Retail Store - Store identifier and name
• Manual discounts - Sum of manual discount amounts (line and sub-total discounts)
• Manual returns - Quantity of items returned without reference to original transaction
• Online returns - Quantity of items returned with reference to original transaction
• Giftcards out - Quantity of gift cards sold
• Giftcards in - Count of gift card redemptions/usage
• Voucher/coupon used - Count of voucher/coupon usage transactions

Sorting:

• Retail Store (default)
• Operator Display
• Transaction ID

Source:

• Lindbak POS Reporting DW - Data Warehouse database