Employee Analysis Report

From FloristWiki

The Employee Analysis report allows you to print productivity reports for your clerk, designer, and driver employee types. These reports allow you to see how each of your employees have performed for a given date range. For example, you can generate reports that print which products your employees have sold, designed, or delivered including average dollar amounts, discounts given, number of items, etc.

• The Clerk – Summary report lists products sold by product category and includes the quantities and dollar amounts.
• The Clerk – Detail report lists the individual products sold, which are totaled for each product category.
• The Designer – Summary report lists products designed by product category and includes the quantities and dollar amounts.
• The Designer – Detail report lists the individual products designed, which are totaled for each product category.
• The Driver – Summary report lists products delivered by product category and includes the quantities and dollar amounts.
• The Driver – Detail report lists the individual products delivered, which are totaled for each product category.

Generating the Employee Analysis Report

To generate the Employee Analysis Report:

1. On the FTD Mercury Main Menu, click Business Reports.
2. Double-click on the Employee Analysis icon to open the template.
3. If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
4. In the Employee Type section, select if you would like to print the Clerk, Designer, or Driver analysis report.
5. In the Report Type section, select if you would like to print the Detail Report or Summary Report.
6. In the Sale Type section, select if you would like to print Inventory sales (sales where the product from your inventory was used), Wire Out sales or Both.
7. In the Date Range section, select a Start Date and End Date for the data that you would like to include in the report. Select whether you want the report generated by Delivery Date or Sale Date.
8. Click Finish. The report generates and opens in Excel.
9. To print your report from Excel, on the File menu, click Print.
10. If you want to save the report from Excel, on the File menu, click Save.

Employee Production Report Window

The Employee Production Report windows allows you to configure settings for the Employee Analysis report. When you have finished configuring settings, click Finish to generate the report. It will open in Microsoft Excel.

The Employee Production Report window contains the following settings:

Setting	Description
Select Store	Select the store for which you want to generate the report. If you have multiple stores, you can select All Stores to generate a report that includes data from all of your stores.
Employee Type	Select the type of employee for which you are generating the report. You can select Clerk, Designer or Driver.
Sale Type	Select whether you want the report to include sales from your inventory, wire out sales, or both.
Date Range	Select the start and end dates for the report.
Delivery or Sale Date	Select whether the report will be based on delivery or sale dates.
Report Type	Select whether you want to generate a summary or detail report.

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