Cost of Sales Site Cross-Tab Report
Overview:
The Cost of Sales Cross-Tab Report enables you to report your cost of sales by inventory category, in both dollars and as a percent of sales, and for multiple sites. An example of the report is shown below:
Things to know!
- This report will only be accessible and visible to users who are given access to this report function.
- COGS-Well support will typically set up your Sales and Cost Classes. If your Classes are not configured, please ask COGS-Well support for help.
- A POS interface is required to capture the sales used in this report.
- Please note that the revenue reported is calculated based on your sales mix (versus a financial total from your POS).
- This report calculates sales and costs based on two inventory count dates (a beginning and ending count) that you select.
- This report places your sites on the horizontal axis so if you operate a lot of sites, the report will be wide.
Report Parameters
To Run a Cost of Sales Cross-Tab report, use the Sidebar to navigate to the Cost of Sales Menu Option and select the Cost of Sales Site Detail Cross-Tab report. Upon selection, a Report Parameters screen like the one below will display:
Site Group: If you are logged in at the company level and have set up site groups, then you can use the drop-down to select a site group.
Site: You can select a specific site, but this report is designed to report on multiple sites.
Inventory Count Types: If you enter counts that are not full valuation counts, and you wish to include those counts in your count selection date, then you can use the drop-down to select all counts to display when you select a begin or end count date.
Begin Count Date: From the drop-down calendar, select a date for the starting inventory count.
End Count Date: From the drop-down calendar, select a date for the ending inventory count.
Inventory Department: This report can be run for a selected inventory department.
Inventory Category: This report can be run for a selected inventory category.
Inventory Group: This report can be run for a selected inventory group.
Price Type: You can use the drop-down to select the average, retail, or model price for menu items on this report.
Run Report: Once you have selected your report parameters, click the Run Report button to list the report.
The above is reporting sites across the horizontal axis and cost classes on the vertical axis.
Sales are totaled for each site and reported under the site name.
A cost for each Cost Class is reported for each site. The costs are reported in dollars first and then as a percentage of sales.
The total cost and percentages for each site are reported at the bottom.
Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.
Click on the up arrow icon if you want to go back to the report parameters. Click on the blue close button to close the report.