Introduction
This document describes the built-in Salesware reports that are provided with the core product and which are used by most clients in their day-to-day operations. Appendices are provided that include a glossary of reporting terms and descriptions of end-of-day close out procedures. A comprehensive listing of all Salesware reports is available in
Appendix B: Listing of Salesware reports.
Salesware module provides the following types of reports:
• Financial reports
• Sales performance reports
• Guest reports
• Modules reports – Especially for Reservations, Retail, Rentals, Activity/Facility Scheduling, Private Instruction and Memberships/Passes
• Custom reports
This document discusses the first three types – financial reports, Sales performance reports and guest reports. Modules reports are documented in the appropriate Salesware modules documents (for example, Salesware Reservations, Salesware Retail and Salesware Rentals). Most custom reports are based on Microsoft Reporting Services functionality and are discussed in the Salesware User Guide for Advanced Users – not in this document. Other advanced reporting functionality that is described in the Salesware User Guide for Advanced Users includes:
• Custom filters in ReportManager
• Using Excel
• Creating a reporting database using replication
• Reporting with custom filters and exporting data
• Linking security roles to salespoint and operator groups to enable report filtering