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Reporting Server/Reporting Server Reports

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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:

In addition some of these dimensions also support hierarchies:

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:

This report shows the following fields:

Sales Record

Report that provides detailed sales order and payment information. There are two versions for this report:

This report shows the following fields:

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:

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:

This report shows these fields:

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:

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:

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:

Sales by Month/Store Chart

An example of a useful visualization to use to communicate the sales numbers inside your organization.


Openbravo reporting standard reports sales 2.png

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.


Openbravo reporting standard reports sales 3.png


The same information can be visualized also using pie charts:


Openbravo reporting standard reports sales 3 b.png

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.


Openbravo reporting standard reports sales 4.png

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.


Openbravo reporting standard reports sales 5.png

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.


Openbravo reporting standard reports sales 6.png


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:


Openbravo reporting standard reports disc1.png


And the chart view is also available:


Openbravo reporting standard reports disc2.png

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:

This report shows the following fields:

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.


Openbravo reporting standard reports sales 2b.png

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.


Openbravo reporting standard reports sales hr 1.png

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.


Openbravo reporting standard reports sales 7.png


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.


Openbravo reporting stock analysis 1.png


Stock by Product

Provides the current stock quantity by store. Only a real time report was created.

This report shows the following fields:

The report can be filtered by these dimensions:


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:


Openbravo reporting product performance 1.png

Payment Information

The payment domains provide detailed payment information by store, product category, product, sales rep, including extensive date dimension capabilities.


Openbravo reporting payment 1.png


The payment methods by terminal, filtered by store and period:


Openbravo reporting payment 2.png


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.


Openbravo reporting store manager dashboard.png

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.


Openbravo reporting regional manager dashboard.png

Module

The standard sample reports are provided by the following module:

This module need to be installed on the reporting server.

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