The Business Snapshot combines multiple different reports to provide a snapshot of your business performance.
Generate Report
Open eGenuity Software
Select Business Management from the top panel menu
Select My Reporting from the left panel menu
Click on the Reports icon
Select Business Snapshot Summary from the Report Title listing
Select the time period you would like to run the report for by either
Selecting a period from the drop down menu
OR
Start Date: Select desired start date from the drop-down calendar
End Date: Select desired end date from the drop-down calendar
Click on the desired option:
Explore: Opens report in spreadsheet style layout that allows customization before printing
Preview: Opens Report in print preview windows
Print: Sends report to designated printer
Report Breakdown
Sales Information by Record Group:
Quantity: Total number sold.
Average: Amount/Quantity.
Amount: Total dollars sold (Does not include sales tax).
Net Sales: Total dollars of each Record Group.
Taxes: Total taxes for items sold.
Totals: (Profit Center)
Sales Summary by Record Group:
Basic Sales: Total sales for all Record Groups – Add On Record Groups.
Add Ons: Total for all the Add On Record Groups.
Discounts: Total for all the Discount and Coupon Record Groups.
Sales Tax: Total taxes for items sold.
Sales Summary by Profit Center:
Profit Center: Name of the Profit Center.
Amount: Total dollars sold (Does not include sales tax).
Taxes: Total taxes for items sold.
Totals: (Profit Center)
Payment Summary: Summary of payments received during the selected date range broken down by Cash Drawer and Profit Center.
Cash Rec Summary:
Expected: Amount of money expected during reconciliation.
Counted: Amount of money counted during reconciliation.
Difference: Difference in the amount of money expected and counted money.
Deposit Summary:
Cash: Amount of cash deposited.
Check: Amount of checks deposited.
Total: Total amount deposited.
Labor Percentage by Profit Center: (Labor percent is calculated on Net Sales unless specifically stated as Gross Sale.)
Profit Center: Name of the Profit Center.
Labor Hours: Total amount of Labor Hours.
Labor Cost: Total cost for Labor.
**Labor Hours and Labor Cost use Metric Values and will always be in sync.
Net Sales: Total amount of Net Sales from Labor.
Commissions: Total amount of Commission from Labor.
Labor %: Total Percent of Labor.
Ticket Average by Profit Center:
Profit Center: Name of the Profit Center.
Tickets: Total number of tickets Created.
Total Sales: Total amount of Sales.
Ticket Avg: Average Ticket amount.
Sales by Salesperson:
Salesperson: Name of the employee who checked out the ticket.
Tickets: Number of tickets checked out by that employee.
Net Sales: Total amount of Net Sales from tickets.
Payouts and Adjustments:
Voided Tickets:
Fleet Summary:
Employee Hours by Employee: (Including Over Time) (**Labor percent is calculated on Net Sales unless specifically stated as Gross Sales.)
Employee: Name of the employee.
Department: Department in which the employee was working.
Regular Hours: Number of regular hours the employee worked.
OT Hours: Number of overtime hours the employee worked.
Total Hours: Total number of hours the employee worked.
Total Cost: Total hours multiplied by employee’s wage.
Hourly Summary:
Count: Total count of tickets per hour.
Net Sales: Total Net Sales.
Labor Hours: Total amount of Labor Hours.
Labor Cost: Total Cost for Labor.
Labor Cost/Count: Average Labor Cost Per Ticket.
Labor Hour/Net Sales:
Weather Summary
Activity Summary by Profit Center:
Tickets: Total Number of tickets.
Services: Total Number of Services.
Car Washes: Total Number of Car Washes.
Wash Tickets: Total Number of Car Wash tickets.
Business Activity Summary: Store Open and Close Information
Business Snapshot Overview Video
Business Snapshot Report PUBLIC.mp4
