Reports Overview

How do I? | Report Categories (All Reports)

Run a report Modify a report Drill down to report detail Memorize a report Manage my reports Export a report to Excel Use security access levels | Run cash drawer reports Run Merchant Service reports Use the report Dashboard Refresh report data View a chart or graph Run multiple reports

Point of Sale reports provide detailed information in a wide variety of formats to help you manage inventory, analyze your sales, evaluate employee performance, make informed purchase decisions, and much more.

There are several ways to choose the correct report for your needs or to access previously memorized reports.

- The Report Center (shown below) allows you to choose and modify specific reports from a variety of categories, use the Create a Report wizard, and manage your previously saved reports. Select Report Center from the Reports menu.

- The I Want To menu in most lists provides access to common reports for the current area.

- The Report Dashboard, available as a tab on the Point of Sale Home page, allows you to create and customize a multi-column and multi-page display of mini-reports to see at a glance how your business is doing. You can even add various Point of Sale web pages, such as the user forums, directly to the Dashboard for immediate access (Internet connection required).

- The embedded Home Page Navigator provides an instant view of one selected report and access to your top memorized reports.

Report filters and options allow you to customize reports to include or exclude information (items, departments, customers, vendors, date ranges, etc.) and change display options. Once displayed, many reports offer the ability to QuickZoom, or drill down, to see additional detail or view related reports and documents.

If you tend to run several reports together, you can easily run the group of reports at once from the Run Multiple Reports window, available from the Reports menu.

Access to reports can be controlled with security rights, protecting your sensitive data.

Multi-Store Notes

- Several unique reports are available for multi-store operations, including merchandise transfers, month-to-date sales and on-hand merchandise information for all stores. In addition, if you use QuickBooks Desktop financial software, you can run Profit/Loss reports by store by using the class tracking feature.

- Headquarters can run reports for any store, a selected group of stores, or all stores, while remote stores can run reports only for their own store.

- Z-Out Drawer Count Reports are the only reports sent from remote stores to Headquarters. All other company reports ran at Headquarters draw their information from inventory and the transactional document history files maintained at Headquarters.

- Learn more about multi-store reporting

Related Topics

Security rights for reports