Business Reports

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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 Reports==
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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]] 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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==Accessing Business Reports==
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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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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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===Business Snapshot Report===
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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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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, use the Sales Summary Report.
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==List of Business Reports==
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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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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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[[FTD Mercury Documentation|Back to FTD Mercury Documentation]]
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:[[Sales Analysis Report Fields]]
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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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:[[Delivery Analysis Report Fields]]
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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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:[[Product Analysis Report Fields]]
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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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:[[Wire Analysis Report Fields]]
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===Sales Summary Report===
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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
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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).
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The Sales Summary reports contain several sections:
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;Order Entry/Manual
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: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.
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:[[Sales Summary Report Fields]]
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;POS
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: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.
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;Total Sales
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:Shows combined totals for Order Entry/manual tickets and Point of Sale.
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;Other
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:Shows finance charges and manual entry for POS systems that are not part of FTD Mercury.
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;Store Transfers
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:Lists store transfers. In order for data to appear in this section of the report, store transfer journal entries must have been created.
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:[[Store Transfer Fields]]
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==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 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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===Aged Analysis Report Window===
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You use the Aged Analysis Report window to configure settings for the Aged Analysis report. When you have finished configuring the settings, click Finish to generate the report and open it in
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Microsoft Excel.
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[[Aged Analysis Report Settings]]
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===Business Snapshot Report Window===
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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
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Microsoft Excel.
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===Sales Summary Report Window===
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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.
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[[Sales Summary Report Settings]]
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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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===Balancing Sales Numbers===
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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.
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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

Retrieved from "http://floristwiki.ftdi.com/index.php/Business_Reports"
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