Multi-Store Reports

Reports Overview | Multi-Store Overview

Assuming you use Store Exchanges to share information between stores, Headquarters can run reports for any one store, a selected group of stores, or all stores, while remote stores can only run reports for the activities at their own store. When running reports at Headquarters, use the M odify Filters option to specify the store(s) to be included in the report.

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 history documents maintained at Headquarters.

When Headquarters creates transactional documents for another store, that document is not sent to the other store. Inventory for the remote store is updated but the document is not added to the history file at the remote. These transaction(s) will be included in reports ran at Headquarters, but not in reports ran at the remote store that are based on history documents.

Reports Unique to Multi-Store Operations

- Transfer Reports which detail the movement of merchandise between stores. Available at both Headquarters and remote stores under the Items report category.

- Store Inventory Summary - located under the Items category, this report provides on-hand merchandise information for all stores. Available at all stores.

- Store Sales Reports located under the Sales report category, these reports can include summary or item sales information for all stores, and provide store comparisons. These multi-store reports are available only at Headquarters (remote stores have access to all other sales reports for their store).

- Z-Out Drawer Count Reports Z-Out Drawer Count Reports are included in the mailbag sent from remote stores to Headquarters. Headquarters can view these reports by selecting view drawer count History from the Reports menu. The reports can be printed or exported to Excel.

- Profit & Loss (P/L) Reports by Class in QuickBooks Desktop If you also use QuickBooks Desktop financial software, you can run P/L reports for each store as well as the entire company in QuickBooks Desktop, by assigning a QuickBooks class to each store. Available at Headquarters only. Learn more.