Business Reports

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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

Sales Summary Reports summarize 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).

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

Tips and Tricks

Frequently Asked Questions

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