Sales - Summary Report CAS


This report provides an overview of the sales transactional activity. It should be used to get a quick overview of number of units sold per transaction, net sales, COGS , margin, coupons, discounts, and # of customer tracked transactions. 

Handy Hint

Compare units per customers at various stores. Stores with are lower then expected could missing out on valuable opportunities to expand revenues. What is the impact of discounted transactions on margins; review the Discount report to see if certain items are being discounted more frequently than others.


To filter by Venue, Store or Reporting Group user selects by clicking the appropriate drop down.

User enters the date range using the pop up calendar for the From date and To date. To select another date range of data for the report the user selects from the From date and To date, this will enable the report to output from week 1 to week 3 skipping the days in between.

User can Consolidate the report by selecting Venue or Store from the Consolidation By drop down menu.

The user then can generate the report or download the CSV file.

The generated report displays the following columns:

Description- breakdown of sort (Venue, store, etc)

Total Tran- Total number of transactions in the transaction period (refunds are added to total)

Ref/Exc Tran- number of refunds and exchanges made

Items- Net number of items that had been sold in the date range (refunds are subtracted from total)

Net Sales- Total of Sales less refunds/exchanges (does not include sales tax)

COGS - Total of cost of the items sold less refunds/exchanges 

Margin%- Net Sales minus COGS divides by COGS

Coupon Tran- # of item level coupons used (coupons on refunds are added to total)

Coupon Amt- amount of item level coupons used (coupons on refunds are subtracted from total)

Discount Tran- # of transactions sold with a item level discount (Discounts on refunds are added to total)

Discount Amt-amount of item level discounts used (discounts on refunds are subtracted from total)

CEO Tran- Number of CEO transactions (customer is added to transaction)


Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view periodic sales report at Venues or Store assigned to them.