Analytics Calculations: Core Reports

josephmckeownjosephmckeown Moderator, Lightspeed Staff Posts: 59 moderator

There are many different core reports built into Analytics that host different data endpoints from Retail. Whenever we're thinking about building a custom report, it's good to know what reports we should start with.

Here are some of the basic reports and the data that we will find on 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

Inventory

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

Order

Basis of On Order

  • Included details: Item, Order, Multi-Shop
  • Not Included: Customer, Sales, Sales Line

Goals

Basis of Goals vs. Actual, Goals Dashboard

  • Included details:
  • Not Included:

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


Employee Performance

Employee Performance

Basis of 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 Customer 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


Workorders

Basis of Ticket Writers Performance, Parts vs. Labor

  • Included details: Multi-Shop filter, Workorder, Workorder Employee, Tax Class
  • Not Included: Items, Item Metrics, Customers, Workorder Line Employees, Sale


Workorder Lines

Basis of Service Employee Performance

  • Included details: Employee, Employee Timeclock Hours, Multi-Shop, Workorder 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


Back to Calculations

Analytics Help Centre

Joseph McKeown
Lightspeed Analytics and reporting consultant
Lightspeed HQ
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