Generating reports

You can access Lightspeed Retail reports if you have the Reports employee right enabled in your employee permissions.

  1. From the main menu, click Reports and select the report you want to generate.
  2. All reports can be printed or exported by clicking the Print or Export icon under the Search button.

To view eCom sales reports within Lightspeed Retail, click here.

Roll-Up Reports

End of Day Report

Cashing out requires accuracy. Lightspeed Retail's End of Day report displays the day's total sales, tax, refunds, returns, products sold, dollar breakdown by payment type, first and last invoice IDs for the day, and sales breakdown by category.

  1. Select the date from the End of Day search field and click Search.
  2. The End of Day data appears for all stores. To view a store’s detailed sales breakdown by category, as well as the day’s first and last invoice IDs, click the arrow next to the store name.

Product Reports

Sales History

View Sell-Thru, Margin Percent, Months Supply, 1 Week Analysis, 4 Week Analysis of a product.

  1. On the Sales History dialog, select the product criteria for Description, Class, and Family.
  2. Depending on the description, class, or family variable you want to search for, select whether the search results equal or contain the variable.
  3. Enter the search variable, or leave the search field blank to find all products.
  4. You can filter the report with another variable by clicking + and selecting the search criteria.
  5. Click Search.
Sales History report data
1WK Total quantity sold in the previous 7 days.
4WK Total quantity sold in the previous 28 days.
Total Sold Total quantity sold since the product was created in Lightspeed Retail.
QOH Current quantity on hand.

OO

Current quantity on order.
Cost Total cost for the current quantity on hand.
Unit Cost Average cost for the current quantity on hand.

Sell

Total sale amount for the quantity sold, taking into account any discounts applied to the product at the time of sale.
Unit Sell The average sale amount per unit for the quantity sold, taking into account any discounts applied to the product at the time of sale.
Margin The difference between the total sale revenue and total cost for the quantity sold, expressed as a percentage.
S-T The sell-through percentage (ST %) represents the percentage sold from the total quantity received across all stores

Mo Supply

The number of months the current quantity will last based on sales for the previous 28 days.

Category Sales

Quantity sold by product category, total product cost, retail sale price, and profit from all sales.

  1. On the Category Sales dialog, set the date range for the report by selecting a To and From date.
  2. Select the stores to run the report for. You can choose a store or run a summarized or breakout report. Summarized gives an overall sales report without store separation. Breakout gives an overall sales report, as well as a breakdown by store.
  3. Enter the category for which to run the report or leave the field blank to search all categories.
  4. Click Search.

Vendor Sales

Quantity sold by product vendor, total product cost, retail sale price, and profit for all sales.

  1. On the Vendor Sales dialog, set the date range for the report by selecting a To and From date.
  2. Select the stores to run the report for. You can choose a store or run a summarized or breakout report. Summarized gives an overall sales report without store separation. Breakout gives an overall sales report, as well as a breakdown by store.
  3. Enter the Vendor for to run the report for or leave the field blank to search all product vendors.
  4. Click Search.

Manufacturer Sales

Quantity sold by product manufacturer, total product cost, retail sale price, and profit for all sales.

  1. From the Manufacturer Sales dialog, set the date range for the report by selecting a To and From date.
  2. Select the stores to run the report for. You can choose a store or run a summarized or breakout report. Summarized gives an overall sales report without store separation. Breakout gives an overall sales report, as well as a breakdown by store.
  3. Enter the Manufacturer for to run the report for or leave the field blank to search all product manufacturers.
  4. Click Search.

Product Sales

Quantity sold by product code, total product cost, retail sale price, and profit for all sales.

  1. From the Product Sales dialog, set the date range for the report by selecting a To and From date.
  2. Select the stores to run the report for. You can choose a store or run a summarized or breakout report. Summarized gives an overall sales report without store separation. Breakout gives an overall sales report, as well as a breakdown by store.
  3. In the Products field, enter the product description to run the report for or leave the field blank to search all products.
  4. Click Search.

UPC Sales

Quantity sold by product UPC, total product cost, retail sale price, and profit for all sales.

  1. From the UPC Sales dialog, set the date range for the report by selecting a To and From date.
  2. Select the stores to run the report for. You can choose a store or run a summarized or breakout report. Summarized gives an overall sales report without store separation. Breakout gives an overall sales report, as well as a breakdown by store.
  3. Enter the UPC to run the report for or leave the field blank to search all UPCs.
  4. Click Search.

Customer Reports

Sales by Customer

View how much customers are spending over a specified date range.

  1. On the Sales by Customer dialog, set the date range for the report by selecting a To and From date.
  2. Enter the minimum sale dollar amount.
  3. Click Search.

Customer History

View customer purchases by product code, class, or family.

  1. From the Customer History dialog, set the date range for the report.
  2. Select whether to filter the report by product Description, Class, or Family.
  3. Enter the description/class/family.
  4. Click Search.

Employee Performance Report

The Employee Performance report tracks employee sales performance for a date range. View the number of hours worked, items sold, items sold per hour, sales, sales by hour, profit, and profit by hour. You can download a detailed report that shows a breakdown of employee sales.

  1. From the Employee Performance dialog, set the date range for the report by selecting a To and From date.
  2. Select the stores to run the report for. You can choose a store, or select All to view sales across all stores.
  3. Enter an Employee name or leave the field blank to run a report for all employees.
  4. Click Search.
  5. Click Summarized to download the report, or click Detailed to download a detailed report that shows a breakdown of employee sales.

Purchase Orders Report

Displays the purchase orders for a date range. The report details the purchase order item cost, quantity ordered, quantity received, and purchase order dollar amount.

  1. On the Purchase Orders dialog, set the date range for the report by selecting a To and From date.
  2. Click Search.
  3. To get a breakdown of the purchase order items and their cost, click the Order ID number.

Payment Methods Report

View sales by payment type for each store.

On the Payment Methods dialog, set the date range for the report by selecting a To and From date and click Search.

Accounts Aging Report

Generates a list of quotes for a date range, and includes customer and dollar amount information for each quote.

  1. On the Accounts Aging dialog, set the date range for the report by selecting a To and From date.
  2. Select the stores to run the report for. You can choose a store, or a Summarized or Breakout report. Summarized gives an overall sales report without store separation. Breakout option an overall sales report, as well as a breakdown by store.
  3. Click Search.
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