General Reports: Difference between revisions
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General reports provide information on the | General reports provide information on the store's current sales performance, individual product sales, member spending, and abnormal transactions. | ||
You can adjust the date range to view reports from previous periods. | You can adjust the date range to view reports from previous periods. | ||
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== Overview == | == Overview == | ||
[[File:report_overview.png|thumb|200px|Example of an Overview Report]] | [[File:report_overview.png|thumb|200px|Example of an Overview Report]] | ||
The Overview provides a summary of the | The Overview provides a summary of the store's overall performance on a daily, weekly, monthly, or custom date-range basis. | ||
For the selected period, the Overview includes the following information: | For the selected period, the Overview includes the following information: | ||
* '''Total Revenue''': The | * '''Total Revenue''': The store's total revenue. | ||
* '''Total Discounts''': The total amount of discounts applied to all orders. | * '''Total Discounts''': The total amount of discounts applied to all orders. | ||
* '''Member Spending''': The total amount spent by members at the store. | * '''Member Spending''': The total amount spent by members at the store. | ||
* '''Top Channel''': The | * '''Top Channel''': The store's most popular sales channel and its total sales amount. | ||
* '''Member Visits''': The number of members who visited the store. | * '''Member Visits''': The number of members who visited the store. | ||
* '''Top Category''': The product category with the highest sales amount and its total sales. | * '''Top Category''': The product category with the highest sales amount and its total sales. | ||
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== Sales Report == | == Sales Report == | ||
The Sales Report provides an overview of the | The Sales Report provides an overview of the store's business performance on a daily, weekly, monthly, or custom date-range basis. It covers key operating data such as the number of orders, sales revenue, discounts, surcharges, refunds, and balance top-ups. It also provides detailed statistics by dining option, payment method, and other dimensions, helping you comprehensively analyse the store's performance. | ||
For the selected period, the Sales Report includes the following information: | For the selected period, the Sales Report includes the following information: | ||
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* '''Total Orders''': The total number of orders generated by the store. | * '''Total Orders''': The total number of orders generated by the store. | ||
* '''Balance Top-ups''': The total amount added to | * '''Balance Top-ups''': The total amount added to members' balances. | ||
* '''Total Sales''': The | * '''Total Sales''': The store's total sales amount, including sales from open items. | ||
** '''Item Sales''': The total sales amount of all items, after deducting refunds and item-level discounts. | ** '''Item Sales''': The total sales amount of all items, after deducting refunds and item-level discounts. | ||
*** '''Refunds''': The total amount refunded from orders. This amount has already been deducted from Item Sales. | *** '''Refunds''': The total amount refunded from orders. This amount has already been deducted from Item Sales. | ||
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== Product Report == | == Product Report == | ||
The Product Report allows you to view the sales performance of individual products on a daily, weekly, monthly, or custom date-range basis, helping you understand each | The Product Report allows you to view the sales performance of individual products on a daily, weekly, monthly, or custom date-range basis, helping you understand each product's sales quantity, sales amount, and discounts. | ||
For the selected period, the Product Report includes the following two sets of data: | For the selected period, the Product Report includes the following two sets of data: | ||
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* '''Member Visits''': The number of times members visited the store and made a purchase. Multiple purchases made by the same member on the same day are counted as one visit. | * '''Member Visits''': The number of times members visited the store and made a purchase. Multiple purchases made by the same member on the same day are counted as one visit. | ||
* '''Member Spending''': The total amount spent by members at the store. | * '''Member Spending''': The total amount spent by members at the store. | ||
* '''Top-up Amount''': The total amount added to | * '''Top-up Amount''': The total amount added to members' balances. | ||
* '''Coupons Used''': The total number of times coupons were used by members. | * '''Coupons Used''': The total number of times coupons were used by members. | ||
* '''Member Spending by Membership Card Type''': Displays the total spending of members according to the type and level of membership card they hold. Members without a valid membership card are grouped into a separate category. | * '''Member Spending by Membership Card Type''': Displays the total spending of members according to the type and level of membership card they hold. Members without a valid membership card are grouped into a separate category. | ||
* '''Membership Activity Participation''': Records | * '''Membership Activity Participation''': Records members' participation in membership activities and the number of rewards successfully redeemed through stamp cards. | ||
== Abnormal Transaction Report == | == Abnormal Transaction Report == | ||
The Abnormal Transaction Report allows you to view abnormal transactions within a specified period, including all cancelled and refunded orders. It also summarises the total amount of discounts, coupon discounts, and payments made using | The Abnormal Transaction Report allows you to view abnormal transactions within a specified period, including all cancelled and refunded orders. It also summarises the total amount of discounts, coupon discounts, and payments made using members' topped-up balances, helping you understand the associated transactions and movement of funds. | ||
For the selected period, the Abnormal Transaction Report includes the following information: | For the selected period, the Abnormal Transaction Report includes the following information: | ||
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* '''Orders with Discounts''': The number of orders to which discounts were applied and the total discount amount. | * '''Orders with Discounts''': The number of orders to which discounts were applied and the total discount amount. | ||
* '''Orders with Coupons''': The number of orders for which coupons were used and the total coupon discount amount. | * '''Orders with Coupons''': The number of orders for which coupons were used and the total coupon discount amount. | ||
* '''Orders Paid Using Member Balances''': The number of orders paid using | * '''Orders Paid Using Member Balances''': The number of orders paid using members' topped-up balances and the total amount paid from those balances. | ||
[[Category:Reports]] | [[Category:Reports]] | ||