Business Reports
From FloristWiki
(→List of Business Reports) |
(→List of Business Reports) |
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*[[Customer Master List]] | *[[Customer Master List]] | ||
*[[Employee Analysis Report]] | *[[Employee Analysis Report]] | ||
| - | *[[Employee Sales Report]] | + | *[[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. |
*[[Life Cycle Report]] | *[[Life Cycle Report]] | ||
*[[Message Report]] | *[[Message Report]] | ||
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*[[Product Sales Reports]] | *[[Product Sales Reports]] | ||
*[[Reciprocity Report]] | *[[Reciprocity Report]] | ||
| - | *[[Report of Orders Filled]] | + | *[[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. |
*[[Sales by Referral Code Report]] | *[[Sales by Referral Code Report]] | ||
*[[Sales Summary Report]] | *[[Sales Summary Report]] | ||
*[[Sales Tax Report]] | *[[Sales Tax Report]] | ||
| - | *[[Standing Order Log Detail Report]] | + | *[[Standing Order Log Detail Report]] - Provides a detailed version of customers with standing orders. |
| - | *[[Standing Order Log Summary Report]] | + | *[[Standing Order Log Summary Report]] - Provides a summary version of customers with standing orders. |
*[[Tax Exempt Customer Report]] | *[[Tax Exempt Customer Report]] | ||
*[[Ticket Report]] | *[[Ticket Report]] | ||
Revision as of 14:43, 17 March 2011
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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.
IMPORTANT: This section discusses reports. For information on Marketing templates (standard templates and templates used with Mercury Marketing), see Marketing.
Accessing Business Reports
IMPORTANT: 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:
- On the FTD Mercury Main Menu, click Business Reports.
- Double-click Mercury Forms.
- Double-click the name of the report you want to generate.
- 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.
- 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).
- Click Finish to generate the report.
List of Business Reports
FTD Mercury provides the following business reports:
- Abbreviated Customer Master List with Balance Report
- Abbreviated Customer Master List with Days Late Report
- Aged Analysis Reports
- Business Snapshot Report
- Credit Card Settlement History Report
- Customer Account Payment Report
- Customer Master List
- Employee Analysis Report
- 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.
- Life Cycle Report
- Message Report
- Payment Type Totals Report
- Product Comparison Report
- Product Sales Reports
- Reciprocity Report
- 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.
- Sales by Referral Code Report
- Sales Summary Report
- Sales Tax Report
- Standing Order Log Detail Report - Provides a detailed version of customers with standing orders.
- Standing Order Log Summary Report - Provides a summary version of customers with standing orders.
- Tax Exempt Customer Report
- Ticket Report
- Wire Reconciliation Report
- Wire Service Incoming/Outgoing Report
