18 | COGs By Period Report

This article covers an outline of the COGs by Period Report , which s imilar to the COGs By Stocktake Report, it takes into account Sales and Stock to calculate a true Cost of Goods and Profit. However, in this case, there is more flexibility over the Reporting Period as opposed to Stocktakes. Also similar to the COGs By Stocktake Report, this Report can be configured to Report on a desired Venue and Store.

This article covers an outline of the COGs by Period Report , which similar to the COGs By Stocktake Report, it takes into account Sales and Stock to calculate a true Cost of Goods and Profit. However, in this case, there is more flexibility over the Reporting Period as opposed to Stocktakes.

Also similar to the COGs By Stocktake Report, this Report can be configured to Report on a desired Venue and Store.

Additionally, there are various flags and Product List options which can be used to control how much of the Product List will be reported on.

The Report's Standard View presents various Cost data including for Receipts, Transfers, Loss, and Sales and this View also shows Profits for the selected Period.

Prerequisites

To access COGs features, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'Reporting' Tab

Other Reports: "Allow Analysis Reports" flags

Accessing the Report

To locate the COGs By Period Report - after logging into BackOffice, navigate to the side menu where Analysis Reports can be found
After expanding the Analysis Reports menu, the COGs By Period Report will be available for selection
Select the Report and once the tab opens choose the preferred Reporting Options (see below for details) and then click the Display/Refresh button to run the Report

Reporting Options

Option	Description	Visual/s (if applicable)
Venue drop-down	The Venue drop-down allows for selecting a specific Venue for Reporting if there are multiple Venues in the database The list in the drop-down will replicate the list of Venues in the System's database
Store drop-down	The Store drop-down allows for selecting a specific Store from the selected Venue for Reporting Optionally, choose 'All Stores' to Report on Stocktake COGs for all Stores within the Venue The list in the drop-down will replicate the list of Stores that belong to the Venue that has been chosen in the Venue drop-down
Sub Products & Inactive flag	This flag is only applicable when using the Full Tree or List Only options When using the List Only option, the following information is only applicable if 'All Parent Groups' is selected If this flag is enabled, the Report will display data for all Sub Products and Inactive Products that belong to the selected Product Group With this flag disabled, the Report will only show data for the selected Parent Group's first set of Child Groups (if the selected Parent Group has Child Groups) If the selected Parent Group doesn't have Child Groups, this flag will not change the Report data
Select by Period & Display Period	When the Select by Period radial is selected as opposed to the Select by Shift radial, the Reporting Period option will be a Display Period drop-down offering the standard BackOffice options of available Periods With the Select by Period option chosen, select the desired Display Period for reporting
Select by Shift	When the Select by Shift radial is selected as opposed to the Select by Period radial, the Reporting Period will allow for setting a Date/Shift range From and To With the Select by Shift option chosen, set the desired DateFrom, Shift From, DateTo, and ShiftTo for reporting
Full Tree radial	When the Full Tree radial is selected, the Product List will display all Product Groups in the database and they will be laid out in a tree-like structure with Parent Groups and Child Groups This allows for selecting any specific Product Group to Report on
List Only radial	When the List Only radial is selected, the Product List will display the lowest-level Product Groups from each Parent Group and they will be laid out in an alphabetical list This limits the Report to only have the capability to report on the lowest-level Product Groups
Hide List radial	With the Hide List radial selected, the Product List will be hidden altogether and the report will display all of the Products in database which are applicable to the Reporting Options selected
Group By drop-down	This drop-down allows for selecting how the Report data will be Grouped if desired to do so Grouping the Report data allows for further refinement and analysis Each Group will have its own Totals line and can also be collapsed or expanded within the Report Select from the following options: None Parent Name Parent Tree Export Codes 1 - 4 Product Type Type Group Product Sort Sort Group Supplier User Layout

Standard View

The COGs By Period Report has a Standard View which is unique to this Report
Alternatively, additional Views can be added by selecting the View icon and completing the standard procedure for Adding and/or Editing Views
The '_Standard' View of the COGs By Period Report contains the following columns:

Product ID
Name
Stock Type Qty which refers to the Product's Base Volume or Size; e.g., if a Product has a Base Volume of 750 Mills, the Stock Type Qty will be 750
CostEx Received
CostEx XFerIn (transferred in)
CostEx XFerOut (transferred out)
CostEx Loss
Qty Units Sold
CostEx StockSold
NettTotal
Profit Amt
Profit%
Adjusted ProfitAmt
Adjusted Profit%
CostEx End

18 | COGs By Period Report

Option

Description

Visual/s (if applicable)