General Report

Purpose

Use the General Report to compare key sales indicators by location for a selected date range. The report summarizes total sales, sales cost, sales quantity, average product price, customer count, average basket size, purchase amount, sales per m², average SKU count, margin and profit.

Roles involved

• Store manager
• Retail operations manager
• Finance / controlling user

Preconditions

• The user needs permission to read the General Report.
• Locations must already exist in the ERP.
• Sales and purchase data must exist for the selected period if you expect non-zero results.

Navigation path

Reports → General Report

Step-by-step procedure

1. Open Reports → General Report.
2. Select the Date range.
3. Select one or more Locations.
4. Click Filter to refresh the report.
5. Review the result table. The columns are the selected locations plus a Total column.
6. Review the calculated lines in the report, including Sales amount, Sales cost amount, Sales quantity, Average product price, Customer count, Average basket size, Purchase amount, Sales m², Average SKU, Margin and Profit.
7. If needed, click Download report to export the result.

Required fields

• Date range

Validation rules

• At least one valid date range must be provided.
• Selected locations must exist in the location list.

Exceptions

• If no locations are selected, the system may use all available locations depending on standard report behavior.
• The report uses aggregated calculations, so individual transaction details are not shown on this screen.

Common errors

• Users choose a date range with no sales or purchase data and get an empty or zero result.
• Users expect transaction-level drilldown, but this report is summary-only.

Troubleshooting

• If all values are zero, first check the date range and selected locations.
• If totals look unexpected, compare with Transactions or Orders Summary for the same period.
• Use exported output when totals need to be reviewed outside the ERP.