Reports

CC5 detailed sales reports user manual

A comfortable tool for the managers and owners to check and analyse detailed sales results of your business. You can find the sales reports from the module Sales.

Selecting the time period

To generate a report please choose a period of time you’d like to see the data about. You can use the quick choice buttons

or make a more precise choice from the time selection panel.

In case you choose just dates then the report will include sales numbers from the beginning of the working day (as set it CC4000 for your company) until midnight. If you want to see sales data only about some concrete slots of dasy, then choose this slot by yourself.

The chosen time indicates in default the creation time of invoice, but you can also choose other options next to the Period.

Generating a report

After choosing the period you can click Load at once and you will see the summary numbers of the chosen period.

If you want to see more precisely the content of these numbers then please make your choices by marking the checkbox of categories you want the see the sub-sums. E.g. sort by sellers.

In case you do not want to see data about all your sales people, then you can narrow down you choice with the filter.

Comparing the results of different periods

You can also compare the data of different periods. To do it, click CompRae and choose the second period of time. E.g. Compare the results of this month with the results of the last month.

The choice you have made is visible in the header of your report.

Modifying a report

You can modify the tables according to your needs with choosing the data columns and their sequence.

Click the ratchet and make your choices. To change the sequence drag the name of the column to the needed place grabbing it from = sign.

Saving the report for future use

To save a report with your adaptions for future use please give a name to the report and save it. You can give the name at once or after loading and adapting it.

Sorting and search of data

You can sort the data in your table in the smallest to largest or vice versa by clicking the header of a concrete column.

There is a Search box on the top of the report to help you to find a needed product or sales person in a long table.

Printing and export of a report

You can print the report, create a pdf or export the report to excel of csv format.

Enjoy the databased management!

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