About history reports
This article describes the way Quetzal is able to organize and detail historical information of your business into reports.
Quetzal is designed to allow you utilize a wide variety of settings to customize your history reports to your liking. Quetzal's robust filter system enables you to create personalized queries to create powerful and targeted reports. In addition, Quetzal also provides quick switches to organizational views at the tap of a button, allowing you to easily get a sense of your business history at a glance.
General Reporting Options
You can toggle the reports between graph and grid view as shown in the figure below. Also shown is the set dates button, which allows you to set specific dates to be shown or even disregard certain dates in your metrics.
There are a wide variety of different metrics you can view regarding your business history. In the figure below, note the highlighted options that you would find at bottom of the screen: these options allow you to change what field the report uses as a key. From left to right they are: Location, User, Item, Size and Colour, with the latter two applying only to matrix items. As you view further examples found in this article, you can see instances of these selections. The stacked option is only available in graph view and enables the graph to stack bars.
In addition, all metrics can be customized by filtering with specific items, tags, sizes, colours, locations and users, as shown in the figure below. Frequently used filter settings can also be saved as favorites, allowing you to easily bring them up whenever needed. To navigate through to different categories in the filters menu, simply tap the buttons in the upper right hand corner. From left to right, the buttons represent tags and items, sizes and colours, locations and users, and favorites.
All history reports will provide you a total based on a given day, a total based on a given field and a grand total based on all days and fields.
Net Revenue and Returned Revenue
These metrics are designed to provide you a net value based on either your sales or your returns. This report can allow you to look at revenues for individual items, sizes and colours, which can quickly give you an idea of what your most popular items are. By sorting by user, you can also see how much money each employee has processed based on the date range you have chosen.
Price, Cost and Profit
As the names imply, these metrics show the price, cost and profits on a daily basis, while allowing both daily totals and totals for the entire date range. You can switch between the different metrics without the view on the report changing, allowing you to quickly compare information. This report does not include discounts that may have occurred at the time of sale, it only deals with the raw, unmodified numbers prior to a discount.
Discount metrics are separated into three categories: All Discounts, Percentage Discounts and Currency Discounts. These metrics display the discounts applied on a daily basis, providing a daily total and a field total. As the names imply, All Discounts shows both variety of discount while Percentage and Currency only show their respective category.
In addition, the Discount Volume field is available. This metric is similar to those above, but instead shows the number of individual discounts applied as opposed to a monetary value. For instance, if two discounts were applied for an item called "ball cap", the report would should that two discounts were applied for the caps without showing the actual price of the items.
Cost, Price and Margin of Goods
Cost, Price and Margin of Goods are similar to the Price, Cost and Profit discussed earlier, but instead do not deal with the quantity of the sold items whatsoever. For instance, if you sold three of the same sweater in a day, the regular price report would show the total value of the three sweaters. In price of goods, only the monetary value for one sweater will be shown.
These three reports are also unique in that they provide data regardless if the processed item was a sale or a return. For example, if a customer were to purchase a sweater and then return a ball cap, both would display a monetary value in the price of goods report, even though the ball cap is not cash in.
Inventory sold provides a report of which items were sold in terms of quantity. No monetary value is shown. This report can let you know whether or not a specific item tends to be popular on specific days which allows you to make specific plans for those days.
Taxes and Returned Taxes
These metrics provide information with regards to how much tax has been either paid or reimbursed due to a return. Also note that taxing data is only compatible with location sorting.
Payments Received and Transaction Volume
The Payments Received metric is used to show the monetary value of all transactions finalized within the given criteria. Transaction Volume is similar, but instead provides the quantity of transactions completed within the date range. Like taxing data, it is only compatible with location filtering.
The export button allows you to convert any report to a CSV file, allowing you to set up reports outside of Quetzal with no hassle. This file will be sent to the email that you used to log into the reports screen.