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Sales By User Report
Updated over a week ago

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

  1. Navigate to: Reports > Sales > Sales by User.

  2. Click on the report to view details.

You can filter by:

  • Time Period: Start and end dates.

  • User Name: Cashier or sales representative.

  • Branch: Location.

  • Invoice Date

  • Invoice Type

  • Payment Status

  • Customer

Report Details

The report includes the following data:

  • User Name: Cashier or salesman.

  • Role: Cashier or Salesman.

  • Branch: Name of the branch.

  • Sales: Total sales invoices minus returns and discounts (excluding tax).

  • Cost of Goods Sold (COGS): Direct costs of the sold products.

  • Profit Value: Sales (excluding tax) minus COGS.

  • Sales Including Tax: Total sales invoices minus returns and discounts, including tax.

  • Quantity Sold: Number of products sold without deducting returns.
    Example: 10 items sold, 3 returned → Quantity sold = 10.

  • Quantity Returned: Number of returned products.

Exporting the Report

To export:

  1. Click the three dots on the top-right of the page.

  2. Select xlsx to download the report as an Excel file.


FAQs

  1. 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.

  2. 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.

  3. 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.

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