PRISM Key Reports for Management

1. PRISM Key Reports for Management Presented by Gerry O’Malley, IAS Supervisor & Susan Myren, Training Team

2. Purpose • This hands-on session will examine key reports for store management. With a myriad of parameters controlling the selection and sorting of data that appears on reports, you’ll analyze which sort and selection criteria are most appropriate for these reports and how choosing inappropriate sort and selection criteria may not provide the information you need. Reports from ICS, POS, and IAS will be explored.

3. Plan 30 minutes ICS Reports 30 minutes POS Reports 30 minutes AR Reports 5 minutes Miscellaneous Topic 10 minutes Questions you may have

4. Location of Reports • PRISM ICS has a whole menu section • Very helpful, in one location, from ICS point of view, is

5. Point of Sale

6. Suggested Reports - ICS • Stock Ledger Spreadsheet   • Received Not Invoiced  (& SL version) • Outstanding Credit Requests (& SL version) • Open Purchase Orders

7. ICS part 2 • Stock Adjustment Report • Price Changes • Markups & Markdowns • Fast & Slow Moving • Negative Stock on Hand

8. POS part 1 • Daily Sales Report • Register Totals Report (Detail) • Register Totals Report (Summary) • Register Productivity Report

9. POS part 2 • Discount • Price Override Report • Department/Class/Category Totals • Department/Class Totals • Department Totals by Register

10. POS part 3 • Net Sales by Tax Code – Totals only or by DCC • Check Tender Report

11. Accounting • AR - Acct Maint, AR Balances, credits • AR - Acct Maint, AR Balances, debits • AR - Acct Maint, account/customer, GC's • AR - Aging Report  • AR - Prepaid Aging   • AP Aging

12. Let’s get started • Let’s start looking at the handout • We will review sample reports • We will review the screens containing parameters we can choose from • We will produce a report or two • How do we select items • How do we sort items on the report

13. Thanks for coming! • Happy Report Making!