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iTracRetail
provides reports that will provide the information that you need to know
about your business. There are 107 pre-defined reports available
within the system that can be viewed or printed at any time. If
you have a new report that you would be interested in, please contact
us.
Current year reports can be accessed from
the sales reports menu, the inventory manager reports menu as well as
the customer manager reports menu. There are other specialized
reports available from other locations within the program.
Current Year Reports Screen
Sales Specific
Reporting
Reports Sales View Menu
- Sales receipt for current sale (print
receipt button)
- Duplicate receipts for any past sale
(sales tools menu)
- Sales summary by staff member -
today's sales
- Sales summary by all staff
members/period (date range selected)
- Sales summary by single staff
member/period (date range selected)
- Sales summary by months (month range
selected)
- Sales summary by period (date range
selected)
- Sales detail for services by staff
member by date range
- Sales detail for retail products by
staff member by date range
- Sales detail for all sales by staff
member by date range
- Sales detail for gift certificate
sales by staff member by date range
- Expense history detail by date range
- customer Sales history detail by date
range
- Staff purchases by date range range
- Consumed inventory report by date
range
- Donation reports by date range
- Product sales history by staff member
and date range
- Product sales history by
supplier/vendor vendor and date range
- Product sales history, consigned
inventory by date range
- Product sales history all inventory by
date range
- Sales performance history by
date range
- Tax history by date range selected
- Gift certificate summary reports
- Customer gift certificate history
reports
- Daily register close, standard report
- Daily register close, staff tip detail
report
- Daily register close, staff cash and
other tender detail
- Daily register close, staff sales
detail
- Year end statistical summary
Appointment Specific
Reporting
Appointment reports are accessed from the
appointment toolbar or tools menu.
Appointment Tool Bar
- Daybook for the current or any future
day,
- Staff individual schedules for any day
or longer time period desired,
- customer individual schedules for any
day or longer time period desired,
- Access to customer profiles, service
histories and notes.
customer Specific
Reporting
Report Customer View Menu
- customer list alphabetical
- customer list numerical
- customer list by stylist
- Telephone list
- customer notes
- customer service history
- customer summary report
- Birthday list by date range selected
- Lost customer list
- customer record statistics summary
- customer referral reports
- New customer lists
- customer mailing labels
- customer account statements
- Charge account summaries
- customer loyalty points summaries
- Loyalty points program summaries
- Customer Statement
Inventory
Specific Reporting
Reports Inventory view Menu
- Inventory check sheet
- Vendor/supplier lists
- Vendor/supplier activity
- Cost of Inventory Detail by all
suppliers
- Cost of Inventory Summary by all
suppliers
- Cost of Inventory Detail by supplier
- Current price list
- Price list by category/group
- Inventory summary by vendor
- Inventory summary (all inventory)
- Inventory summary (category/group
inventory)
- Inventory summary (retail)
- Inventory summary (shop)
- Inventory summary (consigned)
- Inventory turnover summary
- Inventory order requirement report
(below minimums)
- Detailed product report
- Purchase order
- Outstanding purchase orders
- Product sales margin analysis
- Inventory value summary
- Products consumed history by date
range selected
- Year to date inventory loss
- Year to date consumed inventory
- List Product Sales (all, date range)
- List Product Sales (single, date
range)
Staff Specific
Reporting
- Commission report by date range
selected, all staff or active staff
- Staff purchases by date range selected
- Staff list
- Staff log in/log out/hours report
SpotCheck
Performance Reports
Reports SpotCheck Menu
- Service performance
- Receipt Detail
- Staff Performance
- customer Retention
- Advertising Performance
- Loyalty Points Usage
- Coupon Use Reports
- Staff Tip Report
- Staff Daily Activity
Printing
Tools
-
customer mailing labels
-
Product labels
-
Product UPC barcodes
-
customer barcodes
Past Year
Reporting
Many of the reports noted
above for the current fiscal year are available for past years.
During the year end procedure the system will archive all of your files
for the recently completed year. These files are available for
reporting at any time in the future. To access past year reports
select the past year reports from the sales reports menu.
Select a year then select your reports from the customer, Inventory and
Sales report menus. Note that as with the current year reports you
can keep selecting and running individual reports without closing the
report window.
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