Business Reports

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==Description==
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If you are using Mercury Connect with FTD Mercury X3 Fall or later, reports are handled through [[Mercury Connect Report Center|Report Center]].
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FTD Mercury X contains enhanced versions of three of the most frequently used business reports.
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FTD Mercury allows you to generate several different reports to assist you in the daily operations of your shop. In addition to financial reporting functionality, the reports in this section are designed as business management tools. Most reports are generated and displayed in Microsoft Excel. 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.
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===Aged Analysis Report===
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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:
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*View potential future cash flow.
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*See how much customers owe and decide what steps you need to take to recoup money that you are owed.
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This section discusses reports. For information on Marketing templates (standard templates and templates used with Mercury Marketing), see [[Marketing]].
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Aged Analysis reports include only those accounts with balances for the selected store(s) and reporting period. The reports contain account balances and aging on accounts from the sale date relative to the date you generate the report. By default, the Aged Analysis reports set the Balance Forward date one month prior to the current date. By setting the Account Balance date later than the Balance Forward date, you can include future transactions in the Aged Analysis report. Aging is calculated nightly.
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==Accessing Business Reports==
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In order to use Business Reports, you must have full access to Reports in Mercury Administration. You can [[Mercury Administration: Window Access Screen|control employee access to Business Reports]] based on employee types.
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You will typically generate Aged Analysis reports monthly, either just before or just after you create statements.
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'''To access FTD Mercury reports:'''
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#On the FTD Mercury Main Menu, click Business Reports.
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#Double-click Mercury Forms.
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#Double-click the name of the report you want to generate.
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#If you receive a security warning about the template containing macros, click Enable Macros. This is normal and the macros are required to generate the report.
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#Depending on the report, you may have to configure one or more windows to set necessary options for the report (such as a date range).
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#Click Finish to generate the report.
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There are three types of Aged Analysis reports:
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==List of Business Reports==
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;'''Detail Report''' : Lists each customer that has an open balance, as well as each individual transaction for the customer that occurred after the balance forward date. The report also prints the ticket number, product code(s) for each transaction, purchase date, and customer balance. Grand totals (for current, 30, 60, 90, 120+ days, and future, if selected) for each store are printed at the bottom of the report.
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FTD Mercury provides the following business reports:
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*[[Abbreviated Customer Master List with Balance Report]] - use to target customers with larger balances due for collection.
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*[[Abbreviated Customer Master List with Days Late Report]] - use to target customers who are not current on payment of account balance.
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*[[Aged Analysis Reports]] - an up to date list of house account balances including the length of time on each customer’s balance.
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*[[Business Snapshot Report]] - an excellent scheduling and purchasing tool as it shows sales, deliveries and products sold for any date range.
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*[[Credit Card Settlement History Report]] - get detail or summary reports of your credit card deposits for any date range.
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*[[Customer Account Payment Report]] - used as a cross reference to confirm payments made on accounts.
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*[[Customer Master List]] - a complete list of customers on file; useful for merging duplicates, purging inactive accounts, and targeting particular groups of customers.
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*[[Employee Analysis Report]] - see how productive your employees are and compare them to each other for goals, raises, spiffs etc.
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*[[Employee Sales Report]] - based off of the employee name selected in Order Entry and Point of Sale, this report is useful for determining the quantity of sales and total dollar value of sales for individual employees.
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*[[Life Cycle Report]] - an important audit feature that provides information on all changes and updates to either orders or customers.
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*[[Message Report]]
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*[[Payment Type Totals Report]]
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*[[Product Comparison Report]] - compare two date ranges or two locations to assist in inventory purchase decisions.
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*[[Product Sales Reports]] - full scale analysis of product sales, not only by date but by product code and occasion.
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*[[Reciprocity Report]] - analyze your filling and sending orders with other FTD florists, by the number of orders and dollar value.
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*[[Report of Orders Filled]] - typically used to generate a list of phoned-in orders from different wire services as a means to report and receive credit for those orders in your system.
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*[[Sales by Referral Code Report]] - analyze the effectiveness of marketing programs, by customers and dollar value.
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*[[Sales Summary Report]] - for any sale or delivery date range, a summary of completed sales, with separate subtotals including walk in, phone orders, wire orders and payment types.
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*[[Sales Tax Report]] - provides sales tax information for any date range to assist in reporting to your state or province. It is available either by sale or delivery date and either cash or accrual basis.
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*[[Standing Order Log Summary Report]] & [[Standing Order Log Detail Report]] - provide a detailed or summary of customers with standing orders.
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*[[Tax Exempt Customer Report]] - for any date range, a list of tax exempt customers’ activity; useful for keeping tax exempt records up to date if your state requires current registration of other information.
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*[[Ticket Report]]
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*[[Wire Reconciliation Report]]
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*[[Wire Service Incoming/Outgoing Report]] - a list for any date range of all incoming and outgoing orders; helpful in reconciling statements from non-FTD wire services.
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:[[Aged Analysis Detail Report Columns]]
 
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;'''Summary Report''' : Lists each customer name and phone number, and the current, 30, 60, 90, 120+, and future balances (if selected) for each customer. Individual transactions are not listed.
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;'''Grand Total Report''' : Does not list individual customers. Total amounts for all customers are listed, separated by current, 30, 60, 90, 120+, and future balances.
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[[FTD Mercury Documentation|Back to FTD Mercury Documentation]]
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===Business Snapshot Report===
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The Business Snapshot report gives 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, refer to the [[Sales Summary Report]].
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Business Snapshot includes four reports:
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;Sales Analysis
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:Summarizes number and dollar value of sales for the reporting period by type of order, payment method, and time of day for sales entered in Order Entry and Point of Sale.
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;Delivery Analysis
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:Summarizes the number and dollar value of deliveries scheduled for the reporting period by their workflow status. You can use this report as an overview of your delivery schedules and delivery staffing needs.
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;Product Analysis
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:Summarizes the number and dollar value by product categories and individual products for deliveries scheduled for the reporting period. You can use this report as an overview of how the sales in the reporting period will affect your inventory.
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;Wire Analysis
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:Summarizes the number and dollar values for each wire service of incoming and outgoing wire sales attached in Order Entry and Point of Sale.
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===Sales Summary Reports===
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==Report Columns==
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===Aged Analysis Report===
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[[Aged Analysis Detail Report Columns]]
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===Business Snapshot Report===
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[[Sales Analysis Report Fields]]
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[[Delivery Analysis Report Fields]]
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[[Product Analysis Report Fields]]
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[[Wire Analysis Report Fields]]
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===Sales Summary Report===
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[[Sales Summary Report Fields]]
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[[Store Transfer Fields]]
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==How-to Procedures==
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===Using Business Report Templates===
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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.
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[[Steps to use business report templates]]
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===Generating Aged Analysis Reports===
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Use the Aged Analysis report template to generate Aged Analysis reports. The Aged Analysis report template is located in the Mercury Forms folder that you see when you click Business Reports on the FTD Mercury Main Menu.
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[[Steps to generate Aged Analysis reports]]
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===Generating Business Snapshot Reports===
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Use the Business Snapshot report template to generate Business Snapshot reports. The Business Snapshot report template is located in the Mercury Forms folder that you see when you click Business Reports on the FTD Mercury Main Menu.
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[[Steps to generate Business Snapshot reports]]
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===Generating Sales Summary Reports===
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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.
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[[Steps to generate Sales Summary reports]]
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==Window Descriptions==
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==Tips and Tricks==
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===Collecting Overdue Balances===
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To assist your collection efforts, Aged Analysis detail and summary reports include customers’ phone numbers. By printing each month’s Aged Analysis report, you can review account aging for a previous month or look up a customer’s balance when access to a terminal is not possible.
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===Viewing Aging by Statement Date===
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To view aging as of a statement date, use Statement Search. In the Search menu, click Statement Search. Highlight the statement run and click Print. The Statement List report that displays contains the aging for the account as of the selected statement run.
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==Frequently Asked Questions==
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Current revision

Contents

Image:ImportantInfoIcon.png

If you are using Mercury Connect with FTD Mercury X3 Fall or later, reports are handled through Report Center.

FTD Mercury allows you to generate several different reports to assist you in the daily operations of your shop. In addition to financial reporting functionality, the reports in this section are designed as business management tools. Most reports are generated and displayed in Microsoft Excel. 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.

Image:ImportantInfoIcon.png

This section discusses reports. For information on Marketing templates (standard templates and templates used with Mercury Marketing), see Marketing.

Accessing Business Reports

Image:ImportantInfoIcon.png

In order to use Business Reports, you must have full access to Reports in Mercury Administration. You can control employee access to Business Reports based on employee types.

To access FTD Mercury reports:

  1. On the FTD Mercury Main Menu, click Business Reports.
  2. Double-click Mercury Forms.
  3. Double-click the name of the report you want to generate.
  4. If you receive a security warning about the template containing macros, click Enable Macros. This is normal and the macros are required to generate the report.
  5. Depending on the report, you may have to configure one or more windows to set necessary options for the report (such as a date range).
  6. Click Finish to generate the report.

List of Business Reports

FTD Mercury provides the following business reports:



Back to FTD Mercury Documentation

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