Reporting

Core Reports for Heartland Retail

This reference will outline the newest reporting feature for Heartland Retail (Beta)

Written by Sarah Kowalski
Updated over a week ago

How to Run an Item Price Adjustment Report

Track and Report on the History of your Item Price Adjustments (Beta)

Written by Danielle Ewert
Updated over a week ago

Inventory Adjustment Report

How to create and report on your inventory adjustments

Written by Sarah Kowalski
Updated over a week ago

How To Create A Velocity Report

Velocity Reports are best used for Buying and Merchandising

Written by Danielle Ewert
Updated over a week ago

Reporting: Groups and Metrics Overview

What do the Groups and Metrics selections mean?

Written by Bill C.
Updated over a week ago

Reporting Metric Glossary

Written by Kayla Mastbergen
Updated over a week ago

Running Reports

Written by Allen Williams
Updated over a week ago

Why Won't My Report Run?

Written by Derek Stotz
Updated over a week ago

Date Comparisons in Reporting

Written by Allen Williams
Updated over a week ago

Heartland Retail Metric Definitions

Definitions of the metrics in Heartland Retail's Robust Reporting Feature

Written by Allen Williams
Updated over a week ago

Heartland Retail Sales Reporting Metrics Explained

Written by Brian Curtis
Updated over a week ago

What is the difference between Gross Sales and Net Sales

Written by Derek Stotz
Updated over a week ago

How are sold margin % and gross margin % calculated?

Written by Derek Stotz
Updated over a week ago

What is the difference between Net Sales, Net Payments, Gross Sales, and Gross Payments?

Written by Derek Stotz
Updated over a week ago

Location Sales Sell-Through Metric

Written by Derek Stotz
Updated over a week ago

How to Create a Simple "Top Customers" Report

Written by Steven Tucker
Updated over a week ago

Reporting: Net Sales by Hour

Create a report for your net sales by hour

Written by Sarah Kowalski
Updated over a week ago

How to create a simple "Best Sellers" report

Written by Brian Curtis
Updated over a week ago

How to Create a Returns Report

Report on returns by location, item, and more

Written by Brian Curtis
Updated over a week ago

Commissions Reporting: Can Heartland Retail handle different sales commissions for different items?

Written by Derek Stotz
Updated over a week ago

Creating detailed markdown reports.

Build a detailed report that breaks down markdowns by promotion, coupon or manual price adjustment name.

Written by Allen Williams
Updated over a week ago

Inventory Reporting Metrics Explained

Written by Brian Curtis
Updated over a week ago

How to Compare On-Hand Inventory by Date

Written by Brian Curtis
Updated over a week ago

How is inventory turn rate calculated?

Written by Allen Williams
Updated over a week ago

How to Create a Negative On-Hands Report

Identify and correct inventory discrepancies

Written by Brian Curtis
Updated over a week ago

How can I see qtys of my entire current inventory?

Written by Derek Stotz
Updated over a week ago

What is the difference between Gross Purchasing Receipts and Net Purchasing Receipts?

Written by Derek Stotz
Updated over a week ago

How to Take Markdowns on Inventory Owned and Report on the Results

Written by Derek Stotz
Updated over a week ago

Building a report for your physical count

Written by Marquis Cosby
Updated over a week ago

How do I see a list of gift cards purchased during a period of time?

Written by Allen Williams
Updated over a week ago

How do I see a report of all gift card adjustments completed over a period of time?

Written by Allen Williams
Updated over a week ago

How do I see the net change in my gift card balances over time?

Written by Allen Williams
Updated over a week ago

How can I see a list of store credits added to Heartland Retail?

Written by Allen Williams
Updated over a week ago

How do I see the total gift cards redeemed over a period of time?

Written by Allen Williams
Updated over a week ago