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. Each report is generated using a Microsoft Excel template.
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FTD Mercury X contains enhanced versions of three of the most frequently used business reports.
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This section is designed to educate you on all of the reports that are available to generate from the program and how to customize each report for the unique needs of your store. This section helps you understand the purpose of each report, how to access and print each report, and contains an example of each report.
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==Aged Analysis Reports==
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==Using Business Report Templates==
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'''IMPORTANT: This section discusses templates for business 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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FTD Mercury includes several Microsoft Excel and Microsoft Word templates that help you generate reports, letters, and mailing labels. Templates eliminate the need for setting up the format of these documents; they contain all the formatting and text that you need to generate these documents. All you need to do is click on the template, specify what type of information you want to include, and your letters, reports, and labels are generated for you automatically. 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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*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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==Business Snapshot Report==
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'''IMPORTANT: 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 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.
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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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==Sales Summary Report==
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[[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
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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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==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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You may use the following methods to access your FTD Mercury templates:
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[[Steps to use business report templates]]
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===From Within FTD Mercury===
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'''To access FTD Mercury templates from the FTD Mercury Main Menu:'''
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#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 or letter.
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==Tips and Tricks==
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===From Within Microsoft Word or Microsoft Excel===
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'''To access FTD Mercury templates from within Microsoft Word or Microsoft Excel:'''
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#Either open Microsoft Word (for letters) or Microsoft Excel (for reports).
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#On the File menu, click New.
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#In the New Document pane (Word) or the New Workbook pane (Excel) on the right side of the screen, click On my computer.
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#In the Templates window, click the Mercury Forms tab.
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#Double-click the template you want to open.
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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 or letter.
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#Depending on the report or letter, you may have to configure one or more windows to set necessary options for the report or letter (such as a date range).
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#Click Finish to generate the report or letter.
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==Frequently Asked Questions==
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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]]
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*[[Abbreviated Customer Master List with Days Late Report]]
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*[[Aged Analysis Reports]]
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*[[Business Snapshot Report]]
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*[[Credit Card Settlement History Report]]
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*[[Customer Account Payment Report]]
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*[[Customer Master List]]
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*[[Employee Analysis Report]]
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*[[Employee Sales Report]]
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*[[Message Report]]
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*[[Payment Type Totals Report]]
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*[[Product Comparison Report]]
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*Product Sales Reports—There are several variations on this report:
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**[[List of Product Codes Summary Report]]
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**[[List of Product Codes Detail Report]]
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**[[Sales by Product Code Summary Report]]
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**[[Sales by Product Code Detail Report]]
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*[[Product Sales Report by Date by Occasion by Product Summary Report]]
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*[[Product Sales Report by Date by Occasion by Product Detail Report]]
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*[[Reciprocity Report]]
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*[[Report of Orders Filled]]
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*[[Sales by Referral Code Report]]
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*[[Sales Summary Report]]
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*[[Sales Tax Report]]
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*[[Standing Order Log Detail Report]]
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*[[Standing Order Log Summary Report]]
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*[[Tax Exempt Customer Report]]
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*[[Ticket Report]]
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*[[Wire Reconciliation Report]]
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*[[Wire Service Incoming/Outgoing Report]]

Revision as of 12:07, 15 February 2011

Contents

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. Each report is generated using a Microsoft Excel template.

This section is designed to educate you on all of the reports that are available to generate from the program and how to customize each report for the unique needs of your store. This section helps you understand the purpose of each report, how to access and print each report, and contains an example of each report.

Using Business Report Templates

IMPORTANT: This section discusses templates for business reports. For information on Marketing templates (standard templates and templates used with Mercury Marketing), see Marketing.

FTD Mercury includes several Microsoft Excel and Microsoft Word templates that help you generate reports, letters, and mailing labels. Templates eliminate the need for setting up the format of these documents; they contain all the formatting and text that you need to generate these documents. All you need to do is click on the template, specify what type of information you want to include, and your letters, reports, and labels are generated for you automatically. 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: 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.

You may use the following methods to access your FTD Mercury templates:

From Within FTD Mercury

To access FTD Mercury templates from the FTD Mercury Main Menu:

  1. 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 or letter.

From Within Microsoft Word or Microsoft Excel

To access FTD Mercury templates from within Microsoft Word or Microsoft Excel:

  1. Either open Microsoft Word (for letters) or Microsoft Excel (for reports).
  2. On the File menu, click New.
  3. In the New Document pane (Word) or the New Workbook pane (Excel) on the right side of the screen, click On my computer.
  4. In the Templates window, click the Mercury Forms tab.
  5. Double-click the template you want to open.
  6. 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 or letter.
  7. Depending on the report or letter, you may have to configure one or more windows to set necessary options for the report or letter (such as a date range).
  8. Click Finish to generate the report or letter.

List of Business Reports

FTD Mercury provides the following business reports:

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