Reporting Server/Reporting Server Reports
As part of the 2020Q4 and the 2023Q1 release the Openbravo Reports solution is delivered with several standard and sample reports centered around the sales domain. These reports can be used directly or further customized to the requirements of the customer.
With our set of standard domains it is very easy to create your own reports and visualizations or adapt the standard ones to your needs.
All the shown reports can be exported to pdf, excel or other format, in addition all of them can be scheduled and send periodically (by email or other form).
This document gives an overview of these standard reports and dashboards. The columns and filters are just a sample of what is available. To get a feel here is an overview of the main dimensions available in our reporting solution:
- sales data: channel, city, country, region, touchpoint, sales rep
- business partner: business partner category
- product: product code, generic, stocked, product category, product type
- store: organization search key, organization type
In addition some of these dimensions also support hierarchies:
- full support for organization/store trees
- full support for product category trees
- a very extensive date dimension allowing you to aggregate on week number, day
Sales Reports
Sales Analysis
Sales Results
Report that shows total turnover realized by a store per day. Services, gift cards sales and products sold at 0 are excluded from this report. There are two versions for this report:
- Real time - Sales information of the current day
- Historical - Sales information from date to date
This report shows the following fields:
- Gross amount - Cumulation of the turnover, discounts included (manual, price modification, promotions, Commercial Operations), realized by the store from a date to a date.
- Discount amount - Discount amount (all discounts are taken into account: manual, price modification, promotions, commercial operations, etc).
- Discount percentage - Discount weight in regard to turnover.
- Gross price list - Cumulation of the turnover, all discounts excluded realized by the store from a date to a date.
- Ticket count - quantity of tickets realized by store.
- Quantity ordered - quantity of products sold.
- Average basket gross amount - Turnover Gross amount / ticket count.
- Average price
- Sales index - quantity ordered / ticket count.
- Total Returns - amount of return products.
- Quantity of abandoned tickets.
Sales Record
Report that provides detailed sales order and payment information. There are two versions for this report:
- Real time - Sales information of the current day.
- Historical - Sales information from date to date.
This report shows the following fields:
- Order number
- Sales rep
- Customer
- Order date
- Code EAN
- Product search key
- Product name
- Gross price list
- Remise - discount amount
- Taux remise - discount percentage
- Qté: Quantity ordered
- CA rèel - Gross amount
- Payment name
- Payment total
Cashin Report
Report for payments information received in a store by order grouped by payment type.
There is only a historical version for this report. The report has these fields:
- Order number
- Payment date
- Total payment
Hourly Sales Report
Report that shows total turnover realized by hour by store. Services, gift cards sales and products sold at 0 are excluded from this report.
There are two versions for this report:
- Real time - Sales information of the current day
- Historical - Sales information from date to date
This report shows these fields:
- Gross amount - Cumulation of the turnover, discounts included (manual, price modification, promotions, Commercial Operations), realized by the store from a date to a date.
- Gross amount percentage - Percentage weight of gross amount sold in the hour
- Discount amount - Discount amount (all discounts are taken into account: manual, price modification, promotions, commercial operations, etc).
- Discount percentage - Discount weight in regard to turnover.
- Gross price list - Cumulation of the turnover, all discounts excluded realized by the store from a date to a date.
- Ticket count - quantity of tickets realized by store.
- % of number of ticket sold in the hour of the selected period
- Average basket gross amount - Turnover Gross amount / ticket count.
- Sales index - quantity ordered / ticket count.
- Quantity ordered - quantity of products sold.
- % of number of ticket sold in the hour for the selected period
Best Sales Product
Report that shows the overall sales realized in a store by product from highest to lowest. Services, gift cards sales and products sold at 0 are excluded from this report. The report has two variants: 1) grouped by product category and 2) grouped by product. There is both a historical and a real time version of these reports.
The report grouped by Product Category has the following fields:
- Product Category Level 1
- Product Category Level 2
- Product Category Level 3
- Gross amount - Cumulation of the turnover by product, discounts included (manual, price modification, promotions, Commercial Operations), realized by the store from a date to a date.
- Gross amount percentage - Percentage weight of gross amount.
- Gross price list - Cumulation of the turnover, all discounts excluded realized by the store from a date to a date.
- Average basket gross amount - Turnover Gross amount / ticket count.
The report can be filtered by date range (historical report) and by the three product category levels.
The report grouped by Product has the following fields:
- Product name
- Product search key.
- Gross amount - Cumulation of the turnover by product, discounts included (manual, price modification, promotions, Commercial Operations), realized by the store from a date to a date.
- Gross amount percentage - Percentage weight of gross amount.
- Gross price list - Cumulation of the turnover, all discounts excluded realized by the store from a date to a date.
- Average basket gross amount - Turnover Gross amount / ticket count.
Returns
Report of returns realized by a store. Services and gift cards sales are excluded.
Only a historical version was created for this report. The report has the following fields:
- Return reason
- Product search key
- Product name
- Gross amount
- Ordered quantity
- Nº ticket: return number
- Terminal
- Date and time
- Sales rep
Sales by Month/Store Chart
An example of a useful visualization to use to communicate the sales numbers inside your organization.
Sales by Product Category/Store Chart
The sales by product category and store gives a good overview of what is popular in which store. The default filtering is by region and year but any other filter (time period, product category levels, etc.) is easily possible.
The same information can be visualized also using pie charts:
Sales by Product Category
The sections above showed chart visualizations, the same information is available in tabular format in any detail you would like. Below a sample of a report for overall sales across regions by product category.
Sales YoY Comparison
Our sales data is aggregated in such a way that it is very much possible to create reports comparing year on year numbers on week and month level. The year on year comparison supports all store and product dimensions and hierarchies.
Top Products by Product Category
Within our reports server there are different ways to aggregate and filter information. One of the possibilities is to show the top N data within a group. The sample below shows the top 5 produces by product category.
Discount Types by Store Report and Chart
The discount types by store reports gives an overview of the discount amounts by discount type by store and period of time. There is both a tabular as well as a chart view available. With the standard dimensions it is very easy to add new filters or dimensions, for example to report on the sales reps providing discounts or the product or product category which receive the most discounts. For example the top 5 products by product category with the most discount.
The tabular view gives you all the details:
And the chart view is also available:
Store Productivity
Analysis per Sales Person
Report that shows total turnover realized by salesrep / store per day. Services, gift cards sales and products sold at 0 are excluded from this report. There are two versions for this report:
- Real time - Sales information of the current day.
- Historical - Sales information from date to date.
This report shows the following fields:
- Gross amount - Cumulation of the turnover, discounts included (manual, price modification, promotions, Commercial Operations)
- Discount amount - Discount amount (all discounts are taken into account: manual, price modification, promotions, commercial operations, etc)
- Discount percentage - Discount weight in regard to turnover
- Gross price list - Cumulation of the turnover, all discounts excluded realized by the store from a date to a date
- Ticket count - quantity of tickets realized by store
- Quantity ordered - quantity of products sold
- Average basket gross amount - Turnover Gross amount / ticket count
- Average price
- Sales index - quantity ordered / ticket count
- Sales percentage per sales rep
Sales by Day/Store
Here is another example of a suitable report for daily operations of a regional manager. Showing the daily sales, number of orders and average basket size by date and store.
Sales by Hour/Channel Chart
With the available dimensions it is easily possible to analyze peak sales/moments in a store. The extensive date dimensions allows you compare on many different date and time axis from quarter, to specific week or week days.
Top Sales Rep Productivity
The Openbravo standard domains allow you to create different productivity reports. One example is the top salesreps filtered by quarter/year and shown by store.
Stock Analysis
Stock Analysis
The sales & stock analysis reports provides an overview of sales (over a time period) and current stock quantity and value. The report provides many filters on time period, store, product category and product.
Stock by Product
Provides the current stock quantity by store. Only a real time report was created.
This report shows the following fields:
- Product Category Level 1
- Product Category Level 2
- Product Category Level 3
- Product name
- Product search key.
- Storage bin (disponible, non disponible, reserve or défectueux)
- Quantity - qtyonhand
The report can be filtered by these dimensions:
- Product Category Level 1
- Product Category Level 2
- Product Category Level 3
- Storage bin
- Quantity : <0 or >0
Product Performance
The product performance report compares sales and purchase volumes with stock levels. There are filters on time period, stores, product categories, product and minimum sales amounts. See the report sample below. Some of the relevant fields:
- Average Stock: stock at start + stock at end of period / 2
- Stock rotation : Sales Qty / Average Stock
- Storage Time : mumber of days between end date and start date / Stock Rotation
- Stock coverage : Current Stock / ( Qty Sales / Number of day between end date and start date)
Payment Information
The payment domains provide detailed payment information by store, product category, product, sales rep, including extensive date dimension capabilities.
The payment methods by terminal, filtered by store and period:
Sales Dashboards
As examples how dashboards are visualized below two examples. One focused on the store and one on the regional manager. All our views are flexible and can be created easily using any hierarchical level.
Store Manager Dashboard
The store manager dashboards provides sales, returns, discount and sales rep productivity overviews. The dashboard shows the last 5 weeks rolling.
Regional Manager Dashboard
The regional manager dashboard provides overviews of stores within a certain region. The focus on both stores as well as product categories, providing the right level of detail.
Module
The standard sample reports are provided by the following module:
This module need to be installed on the reporting server.