Business Snapshot Reports
From FloristWiki
| Line 1: | Line 1: | ||
{{TOCright}} | {{TOCright}} | ||
| - | Business Snapshot | + | 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. | 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. | ||
| Line 53: | Line 53: | ||
==Frequently Asked Questions== | ==Frequently Asked Questions== | ||
| + | |||
| + | Back to [[Business Reports]] | ||
Current revision
|
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.
- 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.
- 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.
- 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.
Business Snapshot Report Columns
Delivery Analysis Report Fields
Product 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
