There are many different data sets built into Analytics that source different data endpoints from Retail. Looker calls these different data sets Explores. Whenever we think about building a custom report, it's good to know what reports we should begin with.
Here are some of the basic reports and the data that you will find in them.
Sales and inventory reports
Sales
Basis of Sales Year over Year, Profit Year over Year, Recent Sales, Margin Alerts, Misc Sales, and the report listed as Create New.
- Included details: customer, item, multi-shop, sale, sale line
- Not included: payments, taxes, item metrics (aging), products that did not sell
Items
Basis of Dusty Inventory, Low Stock Alerts, Uncounted Old, Recently Out of Stock, Turns, Low Stock Alerts, GMROI, Uncategorized Inventory.
- Included details: item, item metrics, multi-shop, sale line measures, and filters
- Not included: customers, employees, payments, taxes, non-inventoried sales
Payments
Basis of Sale Payments.
- Included details: customer, multi-shop, sale, employee, sale line
- Not included: items, item metrics, taxes
Taxes
Basis of Tax Collected.
- Included details: customer, multi-shop, sale, sale line
- Not included: item, payment method
Orders
Basis of On Order.
- Included details: item, order, multi-shop
- Not included: customer, sales, sales line
Sell Through
Basis of Sell Through.
- Included details: item, item metrics, multi-shop, sell through
- Not included: customer, employee, sales line
Serialized Sales
Basis of Serialized Items.
- Included details: customer, sale, sale line, multi-shop, item, serial numbers, color, size
- Not included: inventory quantity, payment method
Historical Asset Inventory
Basis of Historical Asset Inventory.
- Included details: items, stores, quantity on hand for one date
- Not included: sales, orders, transfers, employees
Employee Performance
Employee Performance
Basis of Employee Team Performance, Employee Individual Performance.
- Included details: employee, sale line employee, sale line, multi-shop
- Not included: customer, items, item metrics
Customer Capture Rate
Basis of Employee Capture Rate.
- Included details: Sale, Sale Line, Multi-Shop, Employee, Item filters, Capture Rate
- Not included: Item Dimensions, Item Metrics, Customers
Sales by Hour
Basis of Sales by Hour of Day.
- Included details: Hour of Day, Multi-Shop filter, Sales date filter
- Not included: Items, Item Metrics, Customers, Employees, Sale, Sale Line
Work orders
Basis of Ticket Writers Performance, Parts vs. Labor.
- Included details: multi-shop filter, work order, work order employee, tax class
- Not included: items, item metrics, customers, work order line employees, sale
Work order Lines
Basis of Service Employee Performance.
- Included details: employee, employee timeclock hours, multi-shop, work order line
- Not included: customer, sale, item dimensions
Employee Discounts
Basis of Discounts per Employee.
- Included details: sale line, sale line employee, multi-shop
- Not included: customer, item dimensions, item metrics
Marketing
Commonly Bought Together
Basis of Commonly Bought Together.
- Included details: sale, items (sale lines), multi-shop
- Not included: customers, employees, item metrics
Targeted Marketing
Basis of Targeted Marketing by Product.
- Included details: customer, item (sale line), sale date (sale line completed)
- Not included: employee, multi-shop, date dimensions
Customer Lifetime Value
Basis of Customer Lifetime Value.
- Included details: customer, first employee with customer, item, multi-shop, sale, sale line
- Not included: item metrics, employee