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office:reporting:reporting_analysis [2010/09/19 16:42] markphillips |
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| - | ====== Reporting & Analysis in CCS ====== | + | ====== Reporting & Analysis ====== |
| CCS supports a variety of different reports for your business type. The various reporting sections in CCS are categorized based on organizational needs. | CCS supports a variety of different reports for your business type. The various reporting sections in CCS are categorized based on organizational needs. | ||
| - | See :[[guides:info:reportsdescription|Types of Reports in CCS]] for detailed images of reports | + | See :[[office:reporting:reporting_analysis:typesofreports|Types of Reports]] for detailed images of reports |
| ===== Reporting Sections ===== | ===== Reporting Sections ===== | ||
| * [[:office:reporting:reporting_analysis#Bookkeeping and Accounting|Bookkeeping and Accounting]]\\ | * [[:office:reporting:reporting_analysis#Bookkeeping and Accounting|Bookkeeping and Accounting]]\\ | ||
| - | * Inventory\\ | + | * [[:office:reporting:reporting_analysis#Inventory|Inventory]]\\ |
| * Labor\\ | * Labor\\ | ||
| * Sales\\ | * Sales\\ | ||
| * Auditing\\ | * Auditing\\ | ||
| - | ==== Bookkeeping and Inventory ==== | + | ==== Bookkeeping and Accounting ==== |
| - | Reports in the Bookkeeping and the Inventory section are termed as Revenue Reports and will need reports that show monthly sales of the business. The two most commonly used Monthly Sales Reports are discussed below. | + | Reports that show monthly sales of the business are termed as Revenue Reports.They are commonly used for Bookkeeping and Inventory. The two most commonly used Monthly Sales Reports are discussed below. |
| **Monthly Sales Reports** | **Monthly Sales Reports** | ||
| - | * Sales Range Monthly : Report shows the gross sales, net sales and any gift card sales made during a particular date range | + | * Tax Reporting: Report shows the gross sales, net sales and any gift card sales made during a particular date range. It also breaks out tax types. |
| - | * Tendered Sales : Report shows sales listed by payment type such as cash and credit cards | + | * Tendered Sales: Report shows sales listed by payment type such as cash and credit cards |
| The path to access the above CCS Reports are as follows : | The path to access the above CCS Reports are as follows : | ||
| - | * Sales Range Monthly : CCS Office-Touch >> Reporting and Analysis >> Reports >> Sales Extended >> Sales Range Monthly\\ | + | * Tax Report: CCS Office-Touch >> Reporting and Analysis >> Reports >> Tax Reports >> Taxes\\ |
| - | * Tendered Sales : CCS Office-Touch >> Reporting and Analysis >> Reports >> Sales >>Tendered\\ | + | |
| + | * Tendered Sales: CCS Office-Touch >> Reporting and Analysis >> Reports >> Sales >>Tendered\\ | ||
| Below are snapshots of the Sales Range Monthly and Tendered Sales Reports : | Below are snapshots of the Sales Range Monthly and Tendered Sales Reports : | ||
| - | {{:office:reporting:salesmonthly.jpg|}} | + | **Tax Report** |
| + | |||
| + | (may differ from your report based on CCS Version and settings you have) | ||
| + | {{:office:reporting:salesrangereport.png|}} | ||
| //Fig 1: Sales Range Monthly// | //Fig 1: Sales Range Monthly// | ||
| + | **Tendered Sales** | ||
| {{:office:reporting:tenderedsales.jpg|}} | {{:office:reporting:tenderedsales.jpg|}} | ||
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| ==== Gift Card Sales ==== | ==== Gift Card Sales ==== | ||
| - | As rule of thumb, there is no tax applied for the sale of a gift card. However, whenever a gift card is used as a mode of payment, it is included as a revenue for the business and hence will be added to the total sales. | + | There is no tax applied for the sale of a gift card. However, whenever a gift card is used as a mode of payment, it is included as a revenue for the business and hence will be added to the total sales. |
| + | |||
| + | ==== Inventory ==== | ||
| + | |||
| + | * All Item Sales: This report includes sales of items to house accounts or suspended orders where inventory is depleted but not paid for\\ | ||
| + | * Inventory Category Values: This report provides a summary of the total values of categories\\ | ||
| + | * Inventory Item Values: This report summarizes the values of items\\ | ||
| + | |||
| + | The path to access the above CCS Reports are as follows : | ||
| + | |||
| + | * All Item Sales: CCS Office-Touch >> Reporting and Analysis >> Reports >> Product Sales >> All Item Sales\\ | ||
| + | * Inventory Category Values: CCS Office-Touch >> Reporting and Analysis >> Reports >> Inventory >> Inventory Values by Category\\ | ||
| + | * Inventory Item Values:CCS Office-Touch >> Reporting and Analysis >> Reports >> Inventory >> Inventory Values by Item\\ | ||
| + | |||
| + | Below are the pdf printouts of the above reports: | ||
| + | |||
| + | **All Item Sales**:{{:office:reporting:allitemsales.pdf|}} | ||
| + | |||
| + | **Inventory Category Values**:{{:office:reporting:inventorycategoryvalues.pdf|}} | ||
| + | |||
| + | **Inventory Item Values**: {{:office:reporting:inventoryitemvalues.pdf|}} | ||
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