Under the menu heading Reports are a number of different reports. The first of these is Takings. This screen allows for a calculation of takings by daily, weekly, monthly or yearly periods.

To use it simply choose the period by clicking on the appropriate tab, then set the start date by clicking on the down arrow of the Start date box. This will reveal a small monthly calendar. A small left pointing arrow can be clicked to reach earlier months. By default, the date is set to the current day for the daily page, the current week starting on a Sunday for the weekly page, the current month starting on the first day for the monthly page and the current year starting on the first of January.
Then choose a department by clicking on the down arrow of the Department box and selecting a department. This allows calculation of the trade for any specific department to be determined. The next drop down box allows for the selection of a specific product within the department, for detailed analysis. Calculations can be done retrospectively for multiple periods, such as each month for the past year.
Then click on the Calculate button. The takings for the day, week, month or year will be calculated and displayed. When earlier dates are selected, more than one row of results will appear.
When completed, as shown by the cursor reverting from an hourglass to a pointer, the results can be printed, by clicking the Print button.
Sometimes the calculations are quite lengthy but even if incomplete, the screen can always be cancelled by clicking the Cancel button or by pressing the Escape key.
All results exclude VAT except for the Sales column, which is gross. The Profit column is based on the current purchase price so will not be truly accurate if historical figures are calculated. Own use sales are based at wholesale purchase price. Returns and Losses refer to the selected department only. Agency takings are excluded from all takings figures. The columns for returns, wastes, etc. refer only to a selected department and not all sales.

If your interest is in the performance of a particular product or department over time, then using the desired interval, choose the page: monthly sale are generally the most useful. Then choose a starting date, and click the Calculate button. When the calculations are completed, use the mouse to select the figures of interest by clicking and dragging the mouse.

The selected figures will be highlighted in blue with standard colouring. Click on the copy button and then open up your favourite spread sheet program. I have used Excel here. Select a starting point and then paste the figures into the spread sheet by pressing Control-V' key combination (or clicking the paste icon). A few steps more and the results can be converted into a graph of sales. Here showing an uncharacteristic rise.


Cashing up
There is also a separate button labelled cashing up that will calculate the takings since the last time that the till was cashed up, normally the end of the day before. The takings report is then printed on the default printer and the cashing up report displayed.

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