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How to Access and Use the Department Sales Report

This article outlines how to generate and review the Department Sales Report and Sales Comparison Report in your CStore Essentials account to analyze department performance and compare sales trends

Updated over a month ago

Step-by-Step Process

Department Sales Report

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Navigate to Reports

    • On the left side of the screen, click on Report Center

    • Next, click on POS Reports

    • Then click on Department Sales

3. Set Parameters

  • Choose the required Report Date and Type (e.g., by Date, by Month, or Department/Merchandise Sales Summary)

4. Run the Report

  • Click Run Report to display a summary of department sales

    Formula: (Gross Sales - Discounts - Promotions - Refunds) = Net Sales

Sales Comparison Report

  1. Go to C-Store Essentials Web Account

    • You can access CStore Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Navigate to Reports

    • On the left side of the screen, click on Report Center

    • Next, click on POS Reports

    • Then click on Sales Comparison

2. Set Parameters

  • Input Date Range 1 and Date Range 2 for the comparison

  • Click Get Report to display and compare sales data across the selected date ranges

Frequently Asked Questions

What does the Department Sales Report include?

  • The Department Sales Report includes a summary of gross sales, discounts, promotions, refunds, and net sales for each department or merchandise category.

How can I generate a monthly department sales summary?

  • When setting up the Department Sales Report, select the by Month option in the report type settings.

What is the formula for Net Sales in the Department Sales Report?

  • Net Sales = Gross Sales - Discounts - Promotions - Refunds.

Can I export the Department Sales Report?

  • Yes, once generated, you can use the Print or Excel options in the top-right corner of the report to save or export it.

Can I analyze sales trends across departments?

  • Yes, by generating the Department Sales Report and reviewing the summarized data, you can identify trends and compare department performance.

What is the purpose of the Sales Comparison Report?

  • The Sales Comparison Report allows you to compare sales performance across two specified date ranges, helping to identify seasonal trends or changes in sales activity.

Can I filter by merchandise type in the Department Sales Report?

  • Yes, you can select Merchandise Sales Summary as the report type to focus on specific merchandise categories.

How often should I run these reports?

  • It is recommended to run the Department Sales Report weekly or monthly and use the Sales Comparison Report quarterly or during specific promotional periods.

What should I do if my report is not generating correctly?

  • Ensure you have selected the correct date range and report type.

  • Contact PDI Customer Support for additional troubleshooting if issues persist.

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