Reports & Analytics
12 articles
- How to Set Up Day ReportingThis article explains how to complete the initial setup for your Day Reporting in PDI C-Store Essentials
- How to Access and Use the Daily & Monthly Store Summary ReportThis article outlines the process on how to generate and view Daily Summary and Monthly Totals reports in your CStore Essentials account to monitor store performance by sales and collections
- How to Access and Use the Department Sales ReportThis 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
- How to Generate a Tax Sales Report in C-Store EssentialsThis article outlines the process of generating a Tax Sales Report in CStore Essentials
- How to Run the Sales by Hour Report in C-store EssentialsThis article outlines the process on how to view your store’s sales by hour, customize the report as a table or graph, and export it for further analysis
- How to Upload Document into Daily ReportThis article outlines how to attach files such as Register Day Close Reports, scanned copies, receipts, and invoices into the Daily Report in CStore Essentials
- How to Access General and Customer Account ReportsThis article outlines the process to view General Account and Customer Account Reports, including loan and credit transactions for internal employees and local customers, along with daily or monthly totals…
- Understanding Item Inventory Reports in PDI C-Store EssentialsThis article explains how to access and use item inventory and sales reports in your PDI C-Store Essentials account.
- How to Find Non-Selling ItemsThis article outlines how to use the Item History Report in your CStore Essentials account to identify non-selling items
- How to Generate the Item Sales ReportThis article outlines the process on how to generate and review the Item Sales Report and Item Sales by Date Report in your C-Store Essentials account to track item performance