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office:reporting:reporting_analysis [2010/11/08 22:27] mary |
office:reporting:reporting_analysis [2018/12/23 12:11] (current) |
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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\\ | ||
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| **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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| - | ==== Inventory Reports ==== | ||
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