What is the difference between Basic and Advanced Reporting?

 Setup

  • Vend for Mac or PC
  • Vend on iPad

Answer

Screen_Shot_2020-09-17_at_4.24.23_PM.png

Vend has Basic Reporting functions that are available to all retailers regardless of plan type.

If you are on an Advanced or Multi-Outlet (or the latest Pro or Enterprise) plan, you can make use of Vend's Advanced Reporting.

The difference is the following features:

Basic Reporting features Advanced Reporting features
  • Register Closure Report
  • Payment Types Report
  • Tax report
  • Sales Summary Report
    • Filter Sales by Product
    • Filter Sales by User
    • Filter Sales by Customer
    • Filter Sales by Customer group
  • Inventory Report
    • Inventory levels
    • Historical inventory (Levels and Value)

Basic Reporting plus:

  • Retail Dashboard
  • Gift Cards Report
  • Sales Summary Report
    • Filter Sales by Register
    • Filter Sales by Brand
    • Filter Sales by Type
    • Filter Sales by Supplier
    • Filter Sales by Tag
    • Filter Sales by Outlet
  • Inventory Report
    • Low Stock Report
    • Product Performance Report

 

Basic Reporting and Advanced Reporting also offer different measures. You can use the Measure drop-down menu to choose what type of information to display. These are:

Basic Reporting measures Advanced Reporting measures
  • 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. ​ 

Basic Reporting measures plus:

  • 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.


Additional Information

Vend Plan pricing and features

Reporting in Vend

 

Did this answer your question?
Have more questions? Contact us so that we can help you out.