Retail Pro Reports

Maximize the value of your data with operational reporting that helps you gain valuable insight into your business.

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The following reports are for use with Installation of Retail Pro Prism Reporting v 8.5 or later.

To learn more about using Retail Pro Reports and how to import these reports into Retail Pro Prism, please visit the Retail Pro Reports Series on Retail Pro TV.

ORACLE DATABASE

Admin Reports

Included Reports:

Z Out Reports Detail History
A list of all Z Out Report results grouped by store. Shows all relevant Z Out related data such as open amount, close amount, over/short amount, workstation, employee, date, time and more.
Disbursements Reports

Included Reports:

All Disbursements
A report of all cash register disbursements during a period of time, grouped by store. Includes all important related data such as disbursement amount, cashier, workstation, and more.
Cash Drops
Lists all Cash Drop disbursements and related information such as date, time, amount, reason, employee, store, and more.
Discounts Reports

Included Reports:

Item Discount History by Associate
Shows all item discounts and groups them by discount reason and by employee. Each item discount is listed, including information such as item details, discount amount, subtotal, date, time, store, and more. Note: This report does not show transaction-level discounts (I.e. global discounts). This report only shows item-level discounts.
Item Discount History by Associate B
Shows each item discount that has occurred, grouped by employee and grouped by store. This report will show each item discount, the date and time it took place, transaction no, store, workstation information, orig price and discounted price. Note: this report only shows item-level discounts and does not include transaction-level discounts.
Employee Reports

Included Reports:

Employee Time Clock
Shows all employee time clock actions (check in, check out, etc.) during a time period and the total work hours. The report is grouped by employee, store, and subsidiary allowing you to view total hours from different levels.
Sales & Returns Reports

Included Reports:

Sales Summary by Item Definition
Shows sales history by item, showing important item information such as item definition fields, units sold, amount sold, cost, price, margin, and more. Also shows summed totals for various fields on the report. Note: The report only shows items that have a non-zero sales history.
Sales Summary by Item Style
Shows sales history by item style. Shows item style level data such as qty sold, cost, margin, vendor, department, and more. Shows report-wise totals for various fields such as price, cost, and margin.
Sales Summary by Store
Shows sales history of each store including data such as total sales, units sold, total discounts, margins, and more. Includes report-wide totals and a bar chart showing net sales per store.
Sales Summary by Vendor
Shows sales history per vendor. For each vendor, you can see qty sold, amount sold, discounts, margins, and more.
Sales Summary by Workstation
A sales summary of each workstation including data such as number of transactions, units sold, amount sold, proportion of overall sales, and more.
Sales Transactions List
Shows sales transactions by receipt number, grouped by workstation and by store. The report shows relevant data such as transaction date, store, workstation info, total amount, total tax and more.

MYSQL DATABASE

Admin Reports

Included Reports:

Journal by Transaction Type
Report listing all sales, returns, and order transactions that have occurred, and relevant information such as the transaction type, date, workstation, amount, taxes and more. Note: Also includes discarded or pending transactions.
Z-Out Report History
A list of all Z-Out Report results showing relevant data such as workstation, store, open and close amounts, over/short amount, total sales, and more.
Customer Reports

Included Reports:

Customer List (Detailed)
A list of all customers and relevant customer info such as name, contact info, customer ID, created date, UDF 1-18 fields, and more. Note: The same customer may be listed on multiple rows in the report in order to show all customer information, such as multiple phone number, etc.
Customer List B
A list of all customers and relevant customer information such as name, contact information, customer ID, created date, and more. Note; The report may list the same customer on multiple rows in order to display all customer information such as multiple phone numbers.
Customer Store Credit and Last Sale Date - B
A list of customers that have a store credit balance, and includes customer information such as name, contact information, customer ID, store credit balance, central credit balance, home store, and last sale date. Note: Only customers with a store credit balance or central credit balance will show on this report. The same customer may appear on multiple rows in order to have all customer information displayed.
Customers with Store Credit
Report which will list all customers that have a store credit balance. Showing relevant data such as customer name, home store, store credit balance, central credit balance, and last sale date. Note: If a customer has no balance (zero) for both store credit and central credit, they will not be listed on this report.
Customers with Store Credit (Detailed)
Report showing customers that have a store credit balance. Showing relevant data such as customer, home store, store credit balance, central credit balance, contact information, customer creation date, and more. This report is grouped by store.
Disbursements Reports

Included Reports:

Disbursements - Cash Drops
Report showing all cash drop disbursements at each store. The report shows relevant data about each cash drop disbursement such as amount, date, cashier, reason, disbursement number, and more.
Disbursements - Paid Ins
Report showing all paid in disbursements at each store. The report shows relevant data about each paid in disbursement such as amount, date, reason, cashier, drawer balance, disbursement number, and more.
Disbursements - Paid Outs
Report showing all paid out disbursements at each store. The report shows relevant data about each paid out disbursement such as amount, date, reason, cashier, disbursement number, and more.
Discounts Reports

Included Reports:

Item Discounts by Associate
A list of all item-level discounts given per cashier. For each discounted transaction you will see relevant information such as date, store, receipt number, discount amount and more.
Item Discounts List
Shows all item discounts from sales transactions. Showing each item discount on each row of the report, along with relevant information such as item description, transaction date, and more. Note: This report does not show global discounts (a.k.a. transaction-level discounts).
Employee Reports

Included Reports:

Employee Performance Report Daily
Shows performance of each employee by listing each employee's daily sales figures such as number of transactions, total amount sold, units sold, and more. The report is grouped by employee.
Employee Productivity Summary
A list of all employees (grouped by store) showing each employee's productivity data such as total number of transactions, avg units per receipt, avg sale amount, total sales, returns, markdowns, and more.
Inventory Reports

Included Reports:

Adjustment Memo Report - Quantities
Report listing all items that are on quantity adjustment memos. The items are grouped by memo number, and by store. Shows important data such as original vs. adjusted quantity, date of adjustment, cashier, item definition fields and more.
OnHand Item Report (grouped by Store and Sub)
Shows all inventory items that are on hand, including data such as item definition, on hand qty, on hand at cost/price, and more. The items are grouped by store and by subsidiary.
Physical Audit Report (at Price)
Shows merchandise quantity adjustment summary, grouped by adjustment number and by store. Shows transaction information such as date, orig qty, new qty, orig on-hand at price, new on-hand at price, and more. Note: This report does not show item definition fields.
Physical Audit Report (at Price) Detailed
Shows merchandise quantity adjustments summary grouped by department and by store. Shows transaction and item information such as date, item description, orig qty, new qty, orig on-hand at price, new on-hand at price, and more.
Stock Movement by Store - Detailed
A report of transferred inventory items (items on transfer slips), including item data such as transfer date, to/from store, date of transfer, slip no, item definition fields and more. The report is grouped by "from store" and date.
Stock OnHand Summary by Department
Shows all items in inventory grouped by department and by store. Shows each item's relevant data such as on-hand quantity, on-hand at price, and more.
Orders Reports

Included Reports:

Layaway Orders Report
Report showing all layaway order items grouped by store. The report shows data about each item such as order date, order number, customer, price, cashier, and more.
Sales Orders Report
Shows a list of all sales orders and their details, including order number, customer, order status, date, store, total amount, deposits taken, open balance, and more. Note: This report includes both customer orders and layaway orders.
Sales & Returns Reports

Included Reports:

Cash Receipts Amount
Shows transactions which were tendered by all cash. Includes data on each transaction such as store, date, ID, customer, amount, tax and more. Note: Will only show transactions tendered with all cash. Will not show transactions that were split tendered.
Credit Card Tenders
Shows all credit card tenders and relevant data such as card type, tender amount, date and time, cashier, store where transaction took place, and more. Report is grouped by type of credit card.
Employee Sales Summary by Department
Report showing each employee's sales history per department. For each department and employee, you will see units sold, amount sold, returns, tax, proportion of sales volume, and more.
Employee Sales Summary by Item
This report lists all items sold per employee. The report shows item-level data such as transaction no, transaction date, sold price, tax, discounts, and more. The report is grouped by employee.
Flash Sales by Department
Report showing sales per department. The report breaks down department-level sales figures by date, and by store. Includes a bar chart to show visualization of sales across all departments.
Flash Sales by Employee
See sales performance across employees with this report showing each employee's amount sold and units sold, with employees grouped by home store. Also includes a bar chart.
Hourly Sales Report
The report shows hourly sales figures for each date, and relevant information such as each hour's amount sold, units sold, returns, discounts, taxes and more. The report is grouped by date, and the report will only show hours that have sales. If there were no sales for a particular hour, that hour will not be listed as a row on the report.
Item Sales Report by Date
A report showing all items sold by date. The report will show a row for each item sold on different dates. For each date, you will see an inventory item's sales information including item definition, units sold, total sales, discounts, and more. The report is grouped by store.
Items Sold Daily (grouped by Store)
A list of items sold for each day at each store. Including qty sold, amounts sold, taxes, and more. You will see all item definition information, as well as be able to drill up or down by date and by store.
Monthly Sales Summary by Department
The report will show monthly sales summaries for each inventory item. The report then groups these item-level sales summaries by department, by month, and by store. Note: The report will not list items that have zero sales history.
Monthly Sales Summary by Store
Report shows a monthly sales summary for each store. Each store's monthly sales summary includes units sold, amount sold (before/after tax), discounts, returns and more.
Monthly Sales Tax Summary by Store
Report showing a monthly ta summary for each store. The monthly summary includes tax collected, tax rate, units sold, total sales before tax, after tax, and more. The report is grouped by tax area and then by store.
Returned Merchandise Report
Shows all returned items and includes relevant data such as return date, item information, original transaction number, amount, associate, and more.
Sales by DCS - This Period vs Last Period
A report showing sales history per DCS classification and compares two different time periods. For each DCS you will see sales data such as units sold, amount sold, and total taxes (for both current period and previous period). A bar-chart is included for quick visualization of sales per department. Note: user must manually define "Current Period" and "Last Period" dates in the Report Filter.
Sales by Department YTD vs Last Year
Shows YTD (year-to-date) sales history per department. The data includes units sold, total sales, discounts, taxes and more. The report compares with the same YTD figures last year. You can drill down into each department to see item-level sales figures. Note: This report does not show returns, only sales.
Sales Summary by Employee
This report lists all employees and their sales history including data such as units sold, amount sold (pre-tax and after-tax), discounts and more. Includes a bar-chart visualization of net sales (pre-tax) per employee. Note: only employees with non-zero sales history will show on the report.
Sales Tax Summary by Transaction No
This report shows all sold and returned items with items grouped by transaction number. For each item you will see tax related details such as units sold/returned, tax rate, tax amount, gross/net sale amount, and more.
Send Sale by Item
A list of items sold in send sales. Shows sending store data, receiving store data, item data, customer data, and more.
Tax Free Invoices (Detax) Report
Report showing transactions that are associated with detax customers. The report will show each transaction linked to a detax customers and related information such as transaction number, date, customer name, tax, total amount and more.
Weekly Sale Report by Store
Report showing the sales performance for each store, broken down by week (52 weeks per year). On each row you will see a weekly sales history showing units sold, units returned, amount sold (pre-tax and after-tax), and discounts. All rows of the report are grouped by store.

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