9 Reports

The Reports component is used to run and view Oracle Retail Xstore Point-of-Service reports against the Xcenter (central) database.Oracle Retail Xstore Office Cloud Service Reports provides a wide variety of reports to help you monitor and analyze a store's operations and sales. The reports are grouped by functionality, similar to their configuration in base Oracle Retail Xstore Point-of-Service POS reporting.

About this Chapter

This chapter contains the following sections:

• For information on starting the Reports function, see Accessing and Running Oracle Retail Xstore Office Cloud Service Reports.

• For a list of reports, see Available Reports By Category

Where To Look For More Information

A system configuration allows you to turn off and on any of the valid file format types available to be used when viewing/saving reports. You can also select the default format to be selected from the list of enabled file formats.

For instructions on specifying the report formats to be available to the user, see Chapter 3, "System Settings", section Reports Category.

Accessing and Running Oracle Retail Xstore Office Cloud Service Reports

Note: Only reports the user has privileges to access (based on the user's role) will be available.

1. From the Oracle Retail Xstore Office Cloud Service menu select Reports - Reporting category option (Flash Sales Summary or All Reports), or from the Reports panel, click the Flash Sales Summary link or the Daily Sales & Cash Report link.

   • If you selected the All Reports link, use the report tree structure to select the specific report, then continue with step 2 below.

   • If you selected the Flash Sales Summary link or the Daily Sales & Cash Report link, the specific report parameters page displays. Continue with step 2 below.

   • If you selected the Electronic Journal link in the Reports panel, refer to Chapter 8, "Electronic Journal" for more information.

2. Enter the report parameters to be used to run the report.

   
   

   Note: The report parameters are the same options that are available when running the identical report within Oracle Retail Xstore Point-of-Service POS, and are specific to each report. Refer to the Oracle Retail Xstore Point-of-Service Reports Guide for detailed information about the standard reports available in Oracle Retail Xstore Office Cloud Service.

   
   

3. In addition to the reporting parameters, specify an output type:

   
   

   Note: The output types available here are configured in Oracle Retail Xstore Office Cloud Service Settings. See Chapter 3, "System Settings", Reports Category.

   
   

   • PDF - Portable Document Format

   • HTML - HyperText Markup Language (The predominant markup language for web pages.)

   • XLS - MS Excel

   • XLSX - MS Excel 2007 or newer

   • PPTX - MS PowerPoint

   • RTF - Rich Text Format

   • DOCX - MS Word

     
     

     Note: Known Firefox Limitations XLSX, PPTX, and DOCX output types may not open properly in FireFox. The work-around for this is as follows: Right-click on the Click To Download Report link. Select save as... and save the report to the local file system. Open the report outside of the browser.

     
     

4. Click Run Report to create the report. The report will be displayed in the format you selected, or you may need to click the Download link ( ) when applicable.

Report Example

Figure 9-1 Flash Sales Report Example - PDF Format

• To close the report, click the close icon on the tab.

• To return to the report parameters, click the Reports tab.

Available Reports By Category

The following reports are available in base Oracle Retail Xstore Office Cloud Service. Refer to the Oracle Retail Xstore Point-of-Service Reports Guide for detailed information about these reports.

Dashboard Report

Dashboard

Flash Sales Reports Category

• Flash Sales Report

Sales Reports Category

• Daily Sales & Cash Report

• Sales By Hour Report

• Sales By Hour Analysis Report

• Sales By Department Report

• Returned Merchandise Report

• Daily Sales Report

• Best Sellers Report

• Credit Card Report

Stock Valuation Report

• WAC Reports

  • WAC Stock Valuation Report

  • WAC Detail Report

• PWAC Reports

  • PWAC Stock Valuation Report

  • PWAC Detail Report

Airport Reports

• Airport Authority Report

Transaction Audit Reports

• No Sale Report

• Price Override Report

• Line Void Report

• Post Void Transaction Report

• Suspended Transaction Report

• Cancelled Transaction Report

• Gift Certificate Report

• Tax Exemption Report

Inventory Reports Category

• Shipping Exception Report

• Receiving Exception Report

• Inventory Stock Cost

• Receiving Report

Employee Schedule Reports Category

• Employee Performance Report

Customer Account Reports Category

• Layaway Aging Report

• Layaway Account Activity Report

• Customer Account Activity Summary Report

Misc Reports Category

• Journal Report

• Store Locations Report

• Customer List Report

• Special Orders Report

• Price Change Report

• Item List Report

• Employee Tasks Report

Dashboard

Use the dashboard report to view sale data for individual stores. The dashboard shows enterprise data for a single store, as a static page. If you want to refresh the data, you need to re-run the report.

The header displays the store number, the store name as well as the current business date.

The following data is displayed for the selected store:

• Total Sales (Gross Sales, Net Sales, Returns, Discounts, Total Tax)

• Sales by Department (top 10)

• Sales by Hour

• Number of Items (by hour)

• Number of Transactions (by hour)

To create the Dashboard report follow the steps below:

1. In the Oracle Retail Xstore Office Cloud Service, select Reports and then select Dashboard.

   Figure 9-2 Reports - Dashboard

   
   

2. In the Store # field, enter the number of the store you want to create the report for.

3. Then click Run Report.

Dashboard Report Example

Figure 9-3 Dashboard Report Example