The Retail Sales report in Core details both retail sales and miscellaneous sales transactions for the current month, previous month, or for a specific date range.
Where is the Retail Sales Report?
From your Core dashboard, select Reports, then select Financial.
Select the Retail Sales header.
The report will autogenerate with the current month by default.
Components of the Retain Sales Report
Graphs & Tiles:
Here, you'll find a visual representation of the retail sales and miscellaneous sales for the given date range selected. These include:
Top 3 Retail Products (Sales)
Top 3 Retail Product Categories (Sales)
Retail Product Sales By Category
Top Ten Retail Products
Individual Reports:
There are two reports available for download by selecting the 3 dots in the upper right corner of the report window(s) and selecting Download Data. Each report is available in a number of formats to include CSV and Excel formats.
Retail Product and Miscellaneous Sales by Category: Product sales reported by product category (Less detailed).
Retail Product and Miscellaneous Sales Detail: A detailed sales transaction report of every product purchase and charge recorded as miscellaneous sales (More detailed).
Bulk Report:
The entire Retail Sales report can be downloaded for the requested date range by selecting the three dots then selecting Download.
FAQs:
What is included in miscellaneous sales?
Miscellaneous sales are any items or charges added to an invoice without categorization; specifically any sales no attributed to a product.
These include:
NSF Fees
Items incorrectly categorized when using "Create a charge" from a member's profile
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
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