Business Reports

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===Business Snapshot Report Window===
You use the Business Snapshot Report window to select the store(s) and the date or date range for data that will be included in the Business Snapshot report. When you have finished configuring the settings, click Finish to generate the report and open it in
Microsoft Excel.
===Sales Summary Report Window===
===Sales Summary Report Window===

Revision as of 09:16, 18 April 2008


FTD Mercury X contains enhanced versions of three of the most frequently used business reports.

Aged Analysis Reports

Aged Analysis Reports provide you with an analysis of your house account balances for either open item or balance forward accounts. You can use Aged Analysis reports to:

  • View potential future cash flow.
  • See how much customers owe and decide what steps you need to take to recoup money that you are owed.

Business Snapshot Report

Business Snapshot Reports give you an immediate analysis of what is going on in your business for a given day or date range. For example, you could generate the Business Snapshot report in the morning to see how heavy your delivery schedule for the day will be. You can also get an idea of your staffing needs throughout a day by tracking various types of sales by hour.

Since Business Snapshot reports include cancelled, pending, and incomplete sales, the information in Business Snapshot should not be used to balance completed sales. For balancing purposes, use the Sales Summary Report.

Sales Summary Report

The Sales Summary report summarizes total completed sales for your store for a given sale or delivery date or date range. Information in the Sales Summary is reported on an accrual basis. Because the Sales Summary reports information by statement categories, such as merchant amount, delivery charge, or discount amounts, information in the Sales Summary is comparable to information in the Sales Tax report, if the Sales Tax report is run on an accrual basis for the same reporting period and date type (delivery date or sale date).

The Sales Summary reports contain several sections:

Order Entry/Manual
Shows total sales, gift certificates purchased and redeemed, outgoing and incoming sales according to wire service, and payments received for Order Entry and manual tickets.
Sales Summary Report Fields
Shows total sales, gift certificates purchased and redeemed, outgoing and incoming sales according to wire service, and payments received for Point of Sale. In order for this section of the report to appear, you must be configured to use Point of Sale.
Total Sales
Shows combined totals for Order Entry/manual tickets and Point of Sale.
Shows finance charges and manual entry for POS systems that are not part of FTD Mercury.
Store Transfers
Lists store transfers. In order for data to appear in this section of the report, store transfer journal entries must have been created.
Store Transfer Fields

Report Columns

Sales Summary Report

Sales Summary Report Fields

Store Transfer Fields

How-to Procedures

Using Business Report Templates

FTD Mercury includes Microsoft Excel templates for generating business reports. Templates eliminate the need for setting up the format of the reports since the templates contain all the formatting and text to generate the reports. All you need to do is click on the template and specify what type of information you want to include. The system retrieves information from your store’s database to generate each type of report. Once the report is displayed on your screen, you can save or print it.

Steps to use business report templates

Generating Sales Summary Reports

Use the Sales Summary report template to generate Sales Summary reports. The Sales Summary report template is located in the Mercury Forms folder that you see when you click Business Reports on the FTD Mercury Main Menu.

Steps to generate Sales Summary reports

Window Descriptions

Sales Summary Report Window

You use the Sales Summary Report window to configure settings for the Sales Summary Report. When you have finished configuring settings, click Finish to generate the report and open it in Microsoft Excel.

Sales Summary Report Settings

Tips and Tricks

Balancing Sales Numbers

When comparing reports, such as the Sales Summary and Sales Tax reports, be sure that the reports were generated with the same date settings. Reports generated by sale date should only be compared with other reports generated by sale date. Similarly, if you generate a report by delivery date, you can only compare this report to another report generated by delivery date.

Frequently Asked Questions

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