Vend Reporting Overview
Vend's reporting feature allows you to deep-dive into your sales data so you can gain a better understanding of your business. Vend has basic reporting functions that are available to all retailers regardless of plan type.
If you are on a Advanced or Multi-Outlet (or the latest Pro or Enterprise) plan, you can make use of Vend's Advanced Reporting. With Vend's Advanced Reporting you will have access to the Retail Dashboard, Product Performance Reports, Low Stock Report, and more in-depth sales filter. You will also have access to advanced measures such as basket value, discount %, and transaction count. For more information on the advanced measures available click here.
Your first step is to click on Reporting in the menu bar. Here you will have access to the Retail Dashboard, Register Closures and your Sales, Inventory, Payment, Gift Card, Store Credit and Tax reports.
These reports will allow you to dig into your data to gain a deeper understanding of your business, by getting answers to questions like 'which customers buy a specific brand the most?' and 'which products from this supplier are the most profitable?'
To learn more about what options are available and find out how to create a report, follow the steps in the article below or check out our Reporting video guides at Vend University:
To help choose the right report type to run you will first want to select a report group. From the menu bar select either Sales Reports, Inventory Reports, Payment Reports, Gift Card Reports, Store Credit Report or Tax Reports.
This report group contains all sales totals and product sales reports. If you are on one of our starter plans, you will have access to the:
- Sales Summary Report
- User Report
- Customer Report
- Customer Group
- Product Report
- SKU Name Report
In addition to the basic reports above, Advanced and Multi-outlet retailers (or Pro or Enterprise) will also have access to the:
- Outlet Report
- Register Report
- Brand Report
- Supplier Report
- Product Type Report
- Tag Report
This report group allows you to report on your store's inventory levels. Under this reports group you have the option to report on your Inventory on Hand, Low Stock or All Inventory Levels.
Products in your Inventory Reports can be grouped by the following:
- Product type
You can also choose to view your inventory levels as a total, or by outlet.
If you are on a Advanced or Multi-Outlet (or the latest Pro or Enterprise) plan, you may also run a Product Performance Report. The Product Performance Report allows you to compare your inventory data for a product with sales data such as item's sold per month, cost of goods and revenue. To learn more about this report, click here.
The Payment Reports group allows you to report on the amounts taken, in your store, by payment type (e.g. Cash or Credit Card).
Gift cards and gift card reports are only available to Advanced and Multi-Outlet (or Pro or Enterprise) retailers.
This report group gives you a breakdown of your gift card totals for a quick overview of your gift card sales. It also contains a list of all gift cards sold in your store, allowing you to bring up a single gift card to view its current balance and redemption status.
If you want to learn more about Gift Card Reports and the kind of information you can get from it, check out this article here.
This report group gives you a breakdown of your Store Credit totals for a quick overview of the total store credit value issued, redeemed and is outstanding. It also contains a list of all store credit issued and redeemed by your customers, allowing you to bring up customer information quickly to view their current store credit balance and redemption status.
If you want to learn more about Store Credit Reports and the kind of information you can get from it, check out this article here.
Tax Reports are only accessible to Admin users.
This report group gives you a per-tax-type breakdown of tax activity in your store. For each tax type, you can view the rate of the tax, as well as the amount of tax taken and revenue earned for the date range you've specified. This report is particularly useful for reviewing monthly, quarterly or end of year financial information.
Once you have chosen a Report Group you will then want to select the Report Type you wish to run:
Once you have selected a Report Type, we will then need to pick how we are going to measure your information. You can use the Measure drop-down menu to choose what type of information to display. Some of these measures are only available to customers on Advanced or Multi-outlet (or the latest Pro or Enterprise) plans.
The basic measures available to all retailers are:
- Cost of Goods: The total cost of products sold for that period
- Customer Count: Number of unique, registered customers served for the specified period
- Discount: Total amount discounted for that period.
- Gross profit: Total revenue in the specified period less the total cost of products sold for that period.
- Item Sold: Total number of items sold in the specified period.
- Margin: The percentage of revenue that you keep as gross profit (calculated as the difference between item sale price and item supply cost)
- Return %: The portion of items sold, that were returned in the specified period.
- Return Count: Number of items returns in the specified period.
- Revenue: Total value of sold items in the specified period.
- Revenue (tax included): Total value of sold items in the specified period including sales tax.
- Sale Count: Total number of sales in the specified period.
- Tax: Total amount of tax charged on items in the specified period.
Sales with Customer %: Total percentage of sales with a customer attached. In addition to the basic measures above, Advanced and Multi-Outlet (or Pro or Enterprise) retailers will also have access to:
Basket Size: Average number of items per sale.
Basket Value: Average transaction/sale value.
Basket Value (tax included): Average transaction/sale value including sales tax.
Discount %: Discount amount given on total sales amount (excluding tax)
First Sale: Date the product was first sold.
Last Sale: Date the product was last sold.
Transaction Count: Total number of sales and returns in the specified period.
We will also need to set the date range for this report. When you select the Date Range dropdown, you will have the option to either Compare Dates using a set period of time, or specify your custom Date Range.
There are two parameters to set when using the Compare Dates option:
1. First, you'll have to set the type of comparison period to compare when running a report. The following options are available for the type of comparison period: - Year - Quarter - Month - Week - Day - Hour
2. Once you have selected the type of comparison period, you can select a time range. The following options are available:
- [comparison period] to date: e.g. year to date, or today's sales.
- Previous [comparison period]: e.g. last year, or yesterday.
- Last x [comparison period]: e.g. last two years, last ten days, last three weeks.
- x [comparison period], starting xx/xx/xxxx: e.g. 6 months, starting January 1, 2014.
This will generate a report for the comparison period you have selected.
If you would like to filter your reports by a custom date range you can do this here. To do this, select Date Range:
Next, pick your From and To dates:
This will generate a report for your custom date range.
You can use Vend's comparison feature to compare date(s) to the same time period in the previous year. This can help you identify seasonal changes in your business.
After setting your date range, select the Comparison option. You can choose from:
- No comparison
- Same dates in previous year (the dates that will be compared will be displayed)
- Same period in previous year (matched by weekdays)
Click Apply to compare dates in your report.
By now, you will have a table displaying the data for your store. However, for many stores, this could be far too much data.
The filters bar can help you fine-tune your data so you can dig deeper. The following filters can be used:
- Product Name
- Product SKU
- Product Type
- Product Tag
- Variant Attributes
- Customer (search by name or email address)
- Customer Group
- Outlet Name
- Supplier Name
- Brand Name
Please note that not all of these filters are available in Inventory and Payment Reports.
Because you can add multiple filters, it is important to understand the way they work together.
Adding an extra filter of the same sort causes the filters to work as 'either/or'. For example: 'Supplier: Nike' 'Supplier: Adidas' will show you all products with either the supplier 'Nike' or 'Adidas'.
Adding an extra filter of a different sort causes the filters to work as 'and'. For example: 'Supplier: Nike' 'Type: Shoes' will only show you products sold with the supplier 'Nike' AND the type 'Shoes'.
You can keep adding filters - for example, adding a 'Supplier: Adidas' tag to the previous example would give you sales of Nike or Adidas shoes. If you then added a 'Type: T-shirt' tag, it would give you shoes or t-shirts supplier by Nike or Adidas.
Adding another filter tag within a category (for example, multiple suppliers, brands, or types) will give you MORE results, as it broadens the results you can see already.
Adding another filter tag in a new category (like adding a brand name to a supplier filter) will give you FEWER results, as it restricts the results you can see already.
For a more specific date/time filters, you will have the ability to group dates by clicking on “Format Results”. From here you can “Arrange Columns” which groups the report you're running by week, weekday or hour. These are only currently available when a retailer selects 'Compare Dates' as the date range as it repurposes the report columns that are generated.
The purpose of this filter is to add additional options for grouping the results in the selected report - group by week, day of the week or hour of the day. This option also gives a better overview of certain patterns or trends that you may have observed over specified dates, which will help when making comparisons.
When clicking on “More Filters” you will also be able to add gift cards into your reporting by enabling the toggle to “Include Gift Card Sales”. More
The Retail Dashboard is a feature available to those on Advanced and Multi-Outlet (or the latest Pro or Enterprise) plans. The Retail Dashboard gives you a graphical snapshot of your store's metrics by day, week or month and allows you to navigate back through time periods to view historical store data.
The date selector in the top of the Retail dashboard gives you the option to review your daily, weekly and monthly store metrics. Additionally, you can use the date selector to scroll back in time and view your historical sales data.
You can use the filtering function to view specific products in your Retail Dashboard. Products can be filtered for by tag, type, brand, supplier, product name, or SKU.
- Basket Size: Average number of items per sale
- Basket Value: Average revenue per sale (excluding tax)
- Discount %: Discount amount given on total sales amount (excluding tax)
- Discount: Total amount discounted for this period (excluding tax)
- Gross Profit: Total revenue less the cost of goods sold
- Customer Count: Number of unique, registered customers served in this period
- Sale Count: Number of sales in this period
- Revenue: Total income from items sold (excluding tax)
Select 'View Report' under any widget to view the relevant sales report. Any filters you've added in the Retail Dashboard (Date, Outlets) will be automatically applied.
Products Sold: This shows you your top products as well as the number of times they were sold and the total amount they were discounted.
Top Sales People: This shows your top staff members. It provides the quantity of items sold by these salespeople as well as their revenue earnings.