Store Manager Help

1.On the Sales Summary toolbar, click the Date Range button.

2.The Select Dates window opens. In the Date Range list, do one of the following:

•Select one of the pre-defined ranges from the list.

-or-

•To enter a custom range, click Selected Dates, and then in the Start and End fields, select dates to define the start and end of the range.

3.In the Days to Show field, select the check boxes beside the days of the week to show in the summary.

4.Do one of the following:

•To show this range only, click OK. Items for the selected range are shown in the table and chart.

-or-

•To add another date range for comparison purposes, click Compare To, select the date range and days to show for the new range, and then click OK. Items for the date ranges you are comparing are shown in the table and chart.

1.On the Sales Summary toolbar, click the Select Fields button. Columns currently shown in the summary are listed on the right in the Selected Columns field.

2.To add columns to the summary, do the following:

a.In the Available Columns field, click to select the columns you want to show in the summary (hold down the CTRL key to select more than one available column).

b.Click the Add button.

3.To remove columns from the summary, do the following:

a.In the Selected Columns field, click to select the columns you do not want to show in the summary (hold down the CTRL key to select more than one column).

b.Click the Remove button.

4.To change the order of the columns viewed in the report, in the Selected Columns field, click to select a column, and then click the Display Order arrows to move the column up or down.

5.Click OK. The new column and chart layouts are displayed.

•Sort the values in column by doing the following:

oClick a column heading once to sort that column in ascending order (lowest to highest).

oClick the column heading again to sort in descending order (highest to lowest).

oClick the grey area at upper left to reset the columns to display by date.

•On the Sales Summary toolbar, click the arrow beside the Select Group By list and select a grouping type.
The grouping type selected determines what time period is shown in the top-level table rows (before the expand buttons are used to show lower levels).There are five types of grouping available:

oDay: Allows you to see each day as one row in the table. This view provides the most detail for each business day.

oWeek: Creates one summary row for each week of business. Click the expand button to display each day.

oMonth: Creates one summary row for each month of business. Click the expand button to display each day.

oYear: Creates one row for each year. Click the expand buttons to see each month and day.

oSelected Periods: Creates one summary row for each date range you have selected for comparison. Click the expand buttons to see shorter time periods.

•On the Sales Summary toolbar, click the arrow beside the Select Summary Type list and select a summary type.
There are four types of summary available:

oSum: Adds all values to give a grand total for each column.

oAvg: Averages values to give an overall average for each column.

oMin: Shows the overall minimum value for each column.

oMax: Shows the overall maximum value for each column.

•To show or hide the chart, click the Show/Hide Chart button on the toolbar.

•To change the type of chart, click the chart type shown above the chart and select a different chart type from the list.