Tracking and monitoring the performance of cashiers and sales representatives is vital for evaluating their contributions to achieving sales goals. The Sales By User Report in Rewaa provides insights into the total sales achieved by each user with an account on the platform, whether they are cashiers or sales representatives. The report includes details such as username, role, branch, sales, and more, along with a summary for the specified time period.
Key Definitions
Cashier: The user logged into Rewaa and issuing sales invoices. The username appears on all invoices and cannot be hidden.
Salesman: The name of the employee added via the "Salesman" option in the cashier screen before issuing the invoice. The salesman’s name appears on the invoice when the option is enabled.
Sales Calculation Example:
If a cashier (e.g., "Mohammed") logs in and issues an invoice but assigns the salesman "Khalid" to the invoice, the sales amount will be attributed to the salesman (Khalid) and recorded as Salesman in the report.
Accessing the Report
Navigate to: Reports > Sales > Sales by User.
Click on the report to view details.
All details will be displayed. You can search for the user name, specify the time period, and filter the search results.
Report Overview
The report consists of two sections:
The first section provides a summary of the report.
The second section displays all the details.
ℹ️ The data will be shown based on the time period or filtered search results you selected.
Report Details
You can view the following information:
User / Role | Name of the cashier or seller. |
Location | Name of the branch. |
Sales | The sum of completed user sales (Tax Exclusive) while deducting the returns and discounts. |
Cost Of Goods Sold | The total cost of products sold by the user while deducting the total cost of products that got returned. |
Gross Margin | User Sales {Tax Exclusive} discounted from the total cost of goods sold. |
Sales (Tax Inclusive) | The sum of completed user sales (Tax Inclusive) while deducting the returns and discounts. |
Sold Quantity | Number of products sold without deducting returns. Example: 10 items sold, 3 returned → Quantity sold = 10. |
Returned Quantity | Number of returned products. |
ℹ️ The table contains multiple columns and data. Use the scroll bar at the bottom of the table to view all columns.
Exporting the Report
To export the report details, click Export, then select xlsx. An Excel file will be downloaded to your device, and you can view it once the download is complete.
To export only the report summary, select Summary xlsx. An Excel file will be downloaded to your device, and you can view it once the download is complete
FAQs
Can I filter results by User name to view daily sales?
The report provides the total sales for the selected period (day, week, month, etc.). Filtering by User name for daily sales is not available. Suggestions can be submitted via the Suggestions Platform.Why don’t User sales details appear in the dashboard chart?
The dashboard chart is specific to the salesman (representative). To see the chart, ensure that the salesman option is enabled and utilized. For more details, click here.Can I restrict user access to this report?
Yes, follow these steps:
Go to Settings > Users > ⚙️> Edit User.
Under User Permissions, navigate to Reports > Report List > Enable Read.
Navigate to Sales Reports.
Go to the Sales By User Report, then enable the appropriate permissions for the user.
Click Save Custom User to apply the changes.