1. Reports

Once you’re logged in, from the sidebar menu on the left, click on Reports.

2. Product Report

Select Product Report from the pop-out menu.

3. Set Parameters

To begin, you will set the following conditions:

Selected Stores

Reporting Period

  • Change Selected Stores

If you have multiple stores connected to your Petro Outlet platform, you can generate a report that combines data for all of them or you can run reports for each store, individually.

Individual Store Report

Click on Change Selected Stores. Select the store you wish to run the report for and save changes.

Multi-Store Reports

Click on Change Selected Stores. Select the checkbox across from “Name” to select all the stores on your platform. Save changes.

Tags that appear here are based on your selections. You can manually adjust these. Your on-screen stats will update accordingly.

  • Change Reporting Period

Chashier Shifts

From the drop-down menu, select the desired shift.

Screen Shot 2021-04-24 at 1.55.55 AM

Custom Period

With the Custom Time Range feature, you have the option to pull data by date & time (the hour)

Date

Time

5. Product Report Overview

Now that you’ve generated the report, we’ll walk you through what is displayed.

  • Graphs

Graphs are a visual representation of the stats for each department. You can click on categories to add/remove.

Graph information can be viewed in two formats :

Overall or Hourly Performance

Next, To the right side of the screen, you will see a brief summary of three factors:

Quantity

Top Products

Sales

  • Registers & Cashiers

Tags that appear here are based on your search selections. You can manually adjust these. Your on-screen stats will update accordingly.

Add/Remove

Screen Recording 2021-03-09 at 03.33.23 PM

Lastly, the bottom of the page displays a summarized version of the data generated. It includes the following information:

Product Name

Product Sku

Product Modifier

Quantity Sold

Amount Sold

6. Download Full Report

In this browser version of the report, we only show a subset of products sold

To view the full report or download a copy for records, click on Download Full Report.

This file is in CSV (Comma-separated Values), Excel format.

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