Executive View Product Mix Report

EXECUTIVE VIEW PRODUCT MIX REPORT PREFACE

The Executive View Product Mix Report allows a user with multiple sites to see aggregated item sales data for all sites within their network.
In this module, you will learn about:

• How to navigate to the Executive View Product Mix report
• Executive View Product Mix report features
• How to export the Executive View Product Mix report

HOW TO NAVIGATE TO THE EXECUTIVE VIEW PRODUCT MIX REPORT

1. Mouse over to the Reports tab
2. Click Sales Reports
3. Click Executive View
   
4. You can also click Reports > Sales Reports > Executive View
   
5. Click Executive View Product Mix Report
   

EXECUTIVE VIEW PRODUCT MIX REPORT FEATURES

The Executive View Product Mix Report defaults to the current day going back 7 days.

1. Enter the desired date range
2. Click Update
3. Sort the results by clicking any column header
4. Click Change to the right of Stores Included: to filter your results by store locations or groups
   
5. Click Display All Categories to view category and item detail
   
6. Click Trend to the right of any category to view the category trend for that category
7. The report will default to a weekly view
   
8. Click the dropdown beneath View: to select a daily breakdown
   
9. Click the category name or Items to view item sales for that category.
   
10. Click Breakdown to the right of any item to view a store by store comparison of the item sales
    
11. Click Stores to view a store by store comparison of category sales
    

HOW TO EXPORT EXECUTIVE VIEW PRODUCT MIX REPORTS

Any Executive View Product Mix report can be exported. To export a report:

1. Click More Options at the top right of the page
2. Click Export
   
3. An excel file will appear at the bottom left corner of the page
   
4. Save the file to your computer for future reference