Reports: Pivot Table (Customize Additional Reports)

Introduction

Being able to analyze all your data can help you make better business decisions. Sometimes, you may need a specific, custom report that is not available by default on StoreHub, such as a Sales Trend Report, Discount Report, and Sales Performance Comparison Between Multiple Stores.

Once you have downloaded the raw data from your BackOffice, Pivot Tables are a great way to summarize, analyze, explore, and present your data. Both Microsoft Excel and Google Sheets have the ability to generate Pivot Tables.

Your pivot tables need to be generated from the All Transactions report. You can download the transactions report from BackOffice > Transactions > All Transactions > Export to CSV. There are many useful guides online that show you how to generate Pivot Tables either using Microsoft Excel or Google Sheets.

Contents

i) Sales Trend Report

ii) Discount Report

iii) Sales Performance Comparison Between Multiple Stores

i) Sales Trend Report

For this example, this report shows the sales of each variant of bread across a week. The 18th and 19th are the busiest days of the week, and Green Tea is clearly the most popular choice of variant.

Row : Item

Column : Date of Month (this was a new column created in the data file. It can be replaced by day, week, month etc)

Values : Quantity

ii) Discount Report

This report shows how much discount was applied over three months.

Row : Month (this was a new column created in the data file. It can be replaced by day, week, month etc)

Values : Discount

Filter : Item - only select item rows that are blank. This is important, otherwise the discount value will be over-reported.

iii) Sales Performance Comparison Between Multiple Stores

This report compares the sale of a range of bread between two stores.

Row : Item

Column : Store

Values : Quantity