Business Snapshot Reports

From FloristWiki

Jump to: navigation, search

Contents

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.

Types of Business Snapshot Reports

Business Snapshot includes four reports:

Sales Analysis
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.
Sales Analysis Report Fields
Delivery Analysis
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.
Delivery Analysis Report Fields
Product Analysis
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.
Product Analysis Report Fields
Wire Analysis
Summarizes the number and dollar values for each wire service of incoming and outgoing wire sales attached in Order Entry and Point of Sale.
Wire Analysis Report Fields

Business Snapshot Report Columns

Sales Analysis Report Fields

Delivery Analysis Report Fields

Product Analysis Report Fields

Wire Analysis Report Fields

Generating Business Snapshot Reports

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.

Steps to generate Business Snapshot reports

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.

Tips and Tricks

Frequently Asked Questions

Back to Business Reports

Personal tools