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Usage
The annual statistics report provides a comparison across multiple months or years. The basis of the report is individual items rather than entire orders. Therefore, discounts as well as shipping and payment fees are not included. The Excel export also contains a graphical year-over-year comparison.
- Recommended use: The annual statistics report is ideal for analyzing the long-term development of sales and redemptions or for comparing multiple years.
- Not recommended for: Ongoing cash register or user monitoring (use the journal), financial year-end closing (use the cut-off date report), or partner settlement (use the partner settlement report). The annual statistics always reflect gross amounts (taxes—if maintained in the system—are shown in the journal).
Admins only. Statistics are automatically filtered based on user permissions. Depending on system setup, your user may only be able to view their own sales or redemptions. Therefore, the annual statistics are primarily intended for admin users and typically only accessible to admin logins.
Automatically filtered view. Statistics are filtered automatically based on user rights. Depending on your system setup, your user account may only have access to personal sales or redemptions. At least one system administrator will have full access to all system data.
Overview
- Filter by product types: To display only one product type (e.g. value cards), open the filter and check the box next to the desired product type. To exclude individual product types, deselect the “Select all product types” option—checkboxes will then appear next to each product type and can be unchecked individually.
- Filter by sponsorship: A specific payment method (sometimes multiple) is used for issuing free vouchers or tickets. In most systems, this payment method is named “Sponsoring” and can be selected during the sales process. In some systems, this option may be unavailable or named differently (e.g. “Complimentary”). The annual statistics can be adjusted to exclude these free transactions or to show only these sales and their redemptions.
- Export: The annual statistics can be exported as an Excel file. The exported file includes several sheets: a data view, an overview showing which sales years redemptions originated from, a graphical view for each exported year, and a graphical comparison of all exported years.
- Year selection for export: You can select which years should be included in the Excel export. Each selected year will be shown on a separate worksheet.
- Display details: Clicking the magnifying glass icon reveals monthly figures for each year, alongside the annual totals.