Overview

Dashboards are quick looks at your business activity. Reports are more detailed summaries and calculations. Dashboards can be seen only on the Dashboards tab while reports can be accessed from the Reports menu and Dashboard tab. Register Reports can be seen from the Front Register as well. Below are brief descriptions of the various reports and dashboard widgets. Click through for more detail about each report.

You can customize what reports appear on your Dashboard by using the Toggle Portlets button at the top right corner.

Please NOTE that Dashboard Reports in MicroBiz have following limitations:

By Category – 100 categories
By Store (both) – 20 stores
Customer (best, lost, new) – 10
At a Glance – 15,000 transactions for the period being analyzed

If you need detailed reports - you may use Reports tab.

Sales Reports

Sales by Item

Data Fields	Filters	Detail Options
Item Name Supplier Sold c Sales ($) Mark Downs ($) Gross Profit ($) Open Stock (units) On Order (units) Sales Rate (units) Return on Investment Sort results by any field	Stores Date Range Items (all,inventory only, non-inventory only) Each Data Column can be filtered for multiple conditions	Store Store,Category Category Category,SubCategory Category,SubCategory,3rd Level Category Category,SubCategory,3rd Level Category,4th Level Category Store,Category,SubCategory Store,Category,SubCategory,3rd Level Category Store,Category,SubCategory,3rd Level Category,4th Level Category

Recap sales showing profit dollars and return on investment and markdowns. Sales rate remaining stock, open orders help alert you to dwindling supplies of money makers or overstocks.

Sales by Category

Data Fields	Filters	Detail Options
Categories Sales (units) Sales ($) Mark Downs ($) Gross Profit ($) Cost of Goods ($) Total Sales (%) Sort results by any field	Stores Date Range Each Data Column can be filtered for multiple conditions.	Store,Category Category Category,SubCategory Category,SubCategory,3rd Level Category Category,SubCategory,3rd Level Category,4th Level Category Store,Category,SubCategory Store,Category,SubCategory,3rd Level Category Store,Category,SubCategory,3rd Level Category,4th Level Category

Total sales showing profit dollars cost of goods and markdowns for your main and subcategories. Shows what percentage of total sales is contributed by each category.

Sales by Sales Person

Data Fields	Filters	Detail Options
Categories Sales (units) Sales ($) Mark Downs ($) Gross Profit ($) Cost of Goods ($) Total Sales (%) Sort results by any field	Stores Sales Person Date Range Each Data Column can be filtered for multiple conditions.	Sales Person Sales Person,Category Sales Person,Category,Store

Total sales showing profit dollars cost of goods and markdowns for your sales people. Shows what percentage of total sales, profit and markdowns is contributed by each sales person.

Sales by Transaction

Data Fields	Filters
Store Transactions (receipts) Items (units) Average Items (units) Items Marked Down (units) Average Markdown (%) Average Markdown ($) Total Markdowns ($) Total Sales ($) Total Cost of Goods ($) Total Gross Profit ($) Sort results by any field	Stores Date Range Each Data Column can be filtered for multiple conditions.

Total sales showing profit dollars cost of goods and markdowns for your sales people. Shows what percentage of total sales, profit and markdowns is contributed by each sales person.

Promotional Sales

Data Fields	Filters
Store Promotional Sales (transactions) Non-Promotional (transactions) Promotional Items Sold (units) Non-Selling Items (products) Promotional Sales ($) Non-Promotional ($) Promotional Gross Profit ($) Non-Promotional Gross Profit ($) Promotional Markdowns ($) Non-Promotional Markdowns ($) Sort results by any field	Stores Promotion Date Range Each Data Column can be filtered for multiple conditions.

Check the effectiveness of your promotions - shows items that are part of the promotional that did not sell at all (Non Selling Items) as well as sales that included promotional items and sales of non-promotional items for the same period.

Sales by Discount Reason

Data Fields	Filters	Detail Options
Discount Reason Discount (%) Discount ($) Sold @ Discount (units) Discounted Transactions (receipts) Sort results by any field	Stores Date Range Each Data Column can be filtered for multiple conditions.	Store Cashier Register Register,Cashier Transaction,Cashier

If you're using General Discounts in the Front Register this is the way to report on the discount reason assigned to each discount.

Sales Tax Report

Data Fields	Filters	Detail Options
Store Taxable Sales ($) Non-Taxable Sales ($) Total Sales ($) Tax Due ($) Sort results by any field	Stores Date Range Each Data Column can be filtered for multiple conditions.	Show individual Tax Rates & Rules

If you're using General Discounts in the Front Register this is the way to report on the discount reason assigned to each discount.

Inventory Reports

Inventory by Item

Data Fields	Filters	Detail Options
Item Name Total Stock (units) Total Stock (cost $) Total Stock (retail $) Days Supply in Stock On Order (units) On Order (cost $) On Order (retail $) Days Supply On Order Next Shipment Date Sort results by any field	Stores Suppliers Items (all,inventory only, non-inventory only) Sales Rate Date Range Each Data Column can be filtered for multiple conditions.	Store,Category Category Category,SubCategory Category,SubCategory,3rd Level Category Category,SubCategory,3rd Level Category,4th Level Category Store,Category,SubCategory Store,Category,SubCategory,3rd Level Category Store,Category,SubCategory,3rd Level Category,4th Level Category

Inventory by Item including days Supply in Stock and on order based on Sale Rate calculated on adjustable Date Range.

Inventory by Category

Data Fields	Filters	Detail Options
Open Stock (units) Committed Stock (units) Total Stock (cost $) Total Stock (retail $) Total Inventory (%) On Order (units) On Order (cost $) On Order (retail $) Sort results by any field	Stores Date Range Each Data Column can be filtered for multiple conditions.	Store,Category Category Category,SubCategory Category,SubCategory,3rd Level Category Category,SubCategory,3rd Level Category,4th Level Category Store,Category,SubCategory Store,Category,SubCategory,3rd Level Category Store,Category,SubCategory,3rd Level Category,4th Level Category

Your inventory by stores, category etc. showing units, cost,retail and percent of total inventory for each category along with pending orders.

Customer Reports

Sales by Customer

Data Fields	Filters
Customer Name Total Sales (retail $) Total Gross Profit ($) Total Markdowns ($) Total Cost of Goods ($) Total Sales (units) Number of Receipts Average Receipt Sort results by any field	Stores Customer Type Date Range Each Data Column can be filtered for multiple conditions.

Report on a customer's total sales for a date range and average amount per visit, number of visits, gross profit and markdowns.

Register Reports

Hourly Sales

Data Fields	Filters
Transactions (receipts) Items Sold Sales ($) Average Sale ($) Markdowns ($)	Stores /Registers Date Range

Each hour of the day is reported for the dates selected showing number of transactions, number of items sold, average transaction, total sales and markdowns for each hour. Use this to plan staffing levels - put your best sales people on the floor when sales are biggest and store traffic is highest.

Report General User Interface Conventions

Date Ranges - include today, yesterday, week to date, last week, month to date, last month and year to date as default date ranges. Use custom dates to enter your own begin/end dates.
Sorting - all data fields are sort-able when you click on the field name.
Column Heading Filtering - click the funnel icon to the right of the field name to filter the report using the field data.
Printing - Use export PDF to print your report out
Exporting to CSV - some reports allow you to export report results to CSV.

Reports & Dashboards