Actual Period Comparison reports allow users to compare current sales data for a particular date range with sales data from the same date range a year earlier. In addition, current year-to-date activity for the period may be compared with the prior year’s year-to-date data.
Reports are available in summary and detailed format for both parent and child profit centers.
Note: Since the report lists "reported" lottery sales and not what was entered at the register, the sales may not agree with your general ledger.
When you select Actual Period Comparison reports, the system displays the following Report Criteria screen:
The following selection criteria allow you to specify the information you want included on the report and the way the report is viewed.
Enter the starting date for the period you wish to compare with the previous year. You must make an entry in this field and it must be in mm/dd/yy format. For example:
01/10/99
Enter the ending date for the period to be compared with the previous year. You must make an entry in this field and the date must be greater than the Beginning Date. Use the mm/dd/yy format. For example:
09/10/99
Note: If the Ending Date is not greater than the Beginning Date, or if the Beginning and Ending dates are not within the same GL period, the system will display an error message.
You may specify how you want to view and/or print the report by choosing from the following selections:
· View Report Directly
· Condense Print
· Print Directly to LPN
· Display/Print Selection Page
The following information is listed on Actual Period Comparison Summary reports:
Profit Center
Period Heading
YTD Heading
Current Column
Prior Column
+/- Column
% +/- Column
merchandise $
Fuel Gallons
Merchandise %
Fuel Margin
Lottery Sales
Money Order Sales
Misc Revenue
Note: Tables MR_SALES and GL_JRNL_RS are used to retrieve sales data. Tables MOSALES and LOTTMISC are used to retrieve sales data for StoreTrak users only. The GL_RPT_PORT_GL table is used to define any additional GL accounts that represent sales to be listed on the report.
The report displays the name and number of the profit center represented by the corresponding report data.
If a profit center has a child profit center, it appears as a hyperlink. Clicking on the hyperlink allows you to view summary report information for each child profit center.
The column headings for the report are as follows:
Period
The columns beneath the Period heading refer to sales data pertaining to the specified period.
Year-To-Date
The columns beneath the Year-To-Date (YTD) heading refer to sales data pertaining to the indicated year. For YTD data, the values represent sales from the beginning of the year through the period specified as selection criteria.
The report columns are as follows:
Current
The Current column displays the current year’s value for the corresponding category during the specified period. The YTD Current column displays the current year-to-date value. Unless otherwise noted, these values are calculated by summing all current year category values for the period/year.
Prior
The Prior column displays the value for the corresponding category during the specified period one year prior. The YTD Prior column displays the prior year’s year-to-date value. Unless otherwise noted, these values are calculated by summing all prior year category values for the period/year.
The +/- column displays the difference between the current and prior year values. Unless otherwise noted, the following formula is used to calculate the Period and YTD: +/- column values:
(X – Y)
X = the Period (or YTD): Current column value.
Y = the corresponding Period (or YTD): Prior column value.
Values in the Period and YTD: +/- columns are rounded to the nearest whole number (dollars or gallons). If there are no Y values available for the calculations, the report prints N/A.
%+/-
The %+/- column displays the percentage of difference between the current and prior year values. Unless otherwise noted, the following formula is used to calculate Period and YTD: %+/- column values:
((X-Y) / Y) * 100
X = the Period (or YTD) Current column value.
Y = the corresponding Period (or YTD) Prior column value.
Values in the Period and YTD: %+/- columns are rounded to two (2) places after the decimal. If there are no Y values available for the calculations, the report prints N/A.
The report sections are as follows:
Merchandise $
The Merchandise $ section reports merchandise sales values. Current and prior year values are used to calculate the figures for each of the corresponding columns in the category. Column values are rounded to the nearest whole dollar except in the Period and YTD: % +/- columns where values are rounded to two (2) places after the decimal.
Fuel Gallons
The Fuel Gallons section reports fuel gallon values. Current and prior year gallon values are used to calculate the figures for each of the corresponding columns in the category. Column values are rounded to the nearest whole gallon except in the Period and YTD: % +/- columns where values are rounded to two (2) places after the decimal.
Merchandise %
The Merchandise % section reports merchandise sales margin values.
The following formula is used to calculate the Merchandise % - Period: Current and Prior column values and the YTD: Current and Prior column values:
(X / Y) * 100
X = the Period (or YTD) current (or prior) year merchandise gross profit (GP) value for each category listing. Note: Gross profit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Y = the corresponding value from the respective Merchandise $ - Period (or YTD): Current (or Prior) column.
For example:
(Period: Current GP / Period: Current Merchandise $) * 100
(Period: Prior GP / Period: Prior Merchandise $) * 100
(YTD Current GP / YTD: Current Merchandise $) * 100
(YTD Prior GP / YTD: Prior Merchandise $) * 100
Values are rounded to two (2) places after the decimal. If there are no Y values available for the calculations, the report prints N/A.
Fuel Margin
The Fuel Margin section reports fuel margin values.
The following formula is used to calculate the Fuel Margin - Period: Current and Prior column values and the YTD: Current and Prior column values:
(X / Y)
X = the Period (or YTD) current (or prior) year fuel gross profit value for each category listing. Note: Gross profit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Y = the corresponding value from the Fuel Gallons - Period (or YTD): Current (or Prior) column.
Values are rounded to four (4) places after the decimal except in the Period and YTD: %+/- columns where values are rounded to two (2) places after the decimal. If there are no Y values available for the calculations, the report prints N/A.
Lottery Sales
The Lottery Sales section is only available to StoreTrak users. This section reports Lottery ticket sales. The current and prior year ticket sales values are used to calculate the figures for each of the corresponding columns in the category. Column values are rounded to the nearest whole dollar except in the Period and YTD: % +/- columns where values are rounded to two (2) places after the decimal.
Money Order Sales
The Money Order Sales section is only available to StoreTrak users. This section reports money order sales. The current and prior year sales values are used to calculate the figures for each of the corresponding columns in the category. Column values are rounded to the nearest whole dollar except in the Period and YTD: %+/- columns where values are rounded to two (2) places after the decimal.
Miscellaneous Revenue
The Misc. Revenue section reports miscellaneous revenue. If there are no miscellaneous revenue values to report, the category label does not print on the report.
The following formula is used to calculate the Misc. Revenue - Period: Current and Prior column values and the YTD: Current and Prior column values:
(Y – X)
X = the sum of Debit values for each category listing. Note: Debit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Y = the sum of Credit values for each category listing. Note: Credit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Values are rounded to the nearest whole dollar except in the Period and YTD: %+/- columns where values are rounded to two (2) places after the decimal. If there are no Y values available for the calculations, the report prints N/A.
The Actual Period Comparison Detail report displays more detailed information for each section listed on the Actual Period Comparison Summary report.
Values on the detail report are rounded to the nearest whole number (dollar or gallon), or they are rounded to a specified place after the decimal. Because each value is rounded, Total values may differ from the Summary report. The Summary report should be considered more accurate.
The following information is listed on Actual Period Comparison Detail reports:
Profit Center
Period
YTD
Current
Prior
+/-
% +/-
Inside Sales Dollars
Fuel Gallons
Inside Sales Margin
Fuel Margin
Lottery Sales
Money Order Sales
Misc. Sales
Totals
The report displays the name and number of the profit center represented by the corresponding report data.
If a profit center has a child profit center, the profit center appears as a hyperlink. Clicking on the hyperlink allows you to view summary information for child profit centers.
The column headings for the report are as follows:
Period
The columns beneath the Period heading refer to sales data pertaining to the specified period.
Year-To-Date
The columns beneath the Year-To-Date (YTD) heading refer to sales data pertaining to the indicated year. For year-to-date data, the values represent sales from the beginning of the year through the period specified as selection criteria.
Unless otherwise noted, the formulas used to calculate the Current, Prior, +/-, and % +/- columns for each section of the detail report are exactly the same as the formulas used to calculate the same sections on the summary report.
The report sections are as follows:
Inside Sales Dollars
The Inside Sales Dollars section details the Merchandise $ section displayed on the Summary report. Underneath this heading, a listing for each individual category pertaining to Inside Sales Dollars is displayed.
Values for each column pertaining to the Inside Sales Dollar section are calculated using the same formulas as the Summary report. Total column values are calculated as follows:
Period and YTD: Current Total values = the sum of all Current column listings for the section.
Period and YTD: Prior Total values = the sum of all Prior column listings for the section.
Period and YTD: +/- Total values are figured by using the (X -Y) equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Period and YTD: % +/- Total values are figured by using the ((X - Y) / Y) * 100 equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Values are rounded to the nearest whole dollar except in the Period and YTD: % +/- columns where values are rounded to two (2) places after the decimal.
Fuel Gallons
The Fuel Gallons section details the Fuel Gallons section displayed on the Summary report. Underneath this heading, a listing of each individual category pertaining to Fuel Gallons is displayed.
Values for each column pertaining to the Fuel Gallons section are calculated using the same formulas as the Summary report. Total column values are calculated as follows:
Period and YTD: Current Total values = the sum of all Current column listings for the section.
Period and YTD: Prior Total values = the sum of all Prior column listings for the section.
Period and YTD: +/- Total values are figured by using the (X-Y) equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Period and YTD: % +/- Total values are figured by using the ((X - Y) / Y) * 100 equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Values are rounded to the nearest whole gallon except in the Period and YTD: % +/- columns where values are rounded to two (2) places after the decimal.
Inside Sales Margin
The Inside Sales Margin section details the Merchandise % section displayed on the Summary report. Underneath this heading, a listing for each individual category pertaining to Inside Sales Margin is displayed.
The following formula is used to calculate the Inside Sales Margin - Period: Current and Prior column values and the YTD: Current and Prior column values. This formula is also used to calculate both the Period and YTD: Current and Prior Total column values.
(X / Y) * 100
X = the gross profit values for each Period (or YTD): Current (or Prior) category listing (or the sum of all gross profit values for the Current or Prior columns for Total values). Note: Gross profit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Y = the corresponding Current, Prior, or Total column value from the Inside Sales Dollars section of the report.
Period and YTD: Total +/- and %+/- column values are calculated using the following formulas:
Period and YTD: +/- Total values are figured by using the (X-Y) equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Period and YTD: % +/- Total values are figured by using the ((X - Y) / Y) * 100 equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Inside Sales Margin values are rounded to two (2) places after the decimal point. If no Y value exists for the calculations, the report displays N/A.
Fuel Margin
The Fuel Margin section details the Fuel Margin section from the Summary report. Underneath this heading, a listing for each individual category pertaining to Fuel Margin is displayed.
The following formula is used to calculate the Fuel Margin - Period: Current and Prior column values and the YTD: Current and Prior column values. This formula is also used to calculate both the Period and YTD: Current and Prior Total column values.
(X /Y)
X = the gross profit values for each Period (or YTD): Current (or Prior) category listing (or the sum of all gross profit values for the Current or Prior columns for Total values). Note: Gross profit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Y = the corresponding Current, Prior, or Total column value from the Fuel Gallons section of the report.
Period and YTD: Total +/- and %+/- column values are calculated using the following formulas:
Period and YTD: +/- Total values are figured by using the (X-Y) equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Period and YTD: % +/- Total values are figured by using the ((X - Y) / Y) * 100 equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Fuel Margin values are rounded to two (2) places after the decimal point. If no Y value exists for the calculations, the report displays N/A.
Lottery Sales
The Lottery Sales section is only available to StoreTrak users. This section details the Lottery Sales section from the Summary report. Underneath this heading, a listing for each individual category pertaining to Lottery Sales is displayed.
Values for each column pertaining to Lottery Sales are calculated using the same formulas as the Summary report. Total column values are calculated using the following formulas:
Period and YTD: Current Total values = the sum of all Current column listings for the section.
Period and YTD: Prior Total values = the sum of all Prior column listings for the section.
Period and YTD: +/- Total values are figured by using the (X-Y) equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Period and YTD: % +/- Total values are figured by using the ((X - Y) / Y) * 100 equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Values are rounded to two (2) places after the decimal. If there are no Y values for the calculations, the report displays N/A.
Money Order Sales
The Money Order Sales section is only available to StoreTrak users. This section details the Money Order Sales section from the Summary report. Underneath this heading, a listing for each individual category pertaining to Lottery Sales is displayed.
Values for each column pertaining to Money Order Sales are calculated using the same formulas as the Summary report. Total column values are calculated using the following formulas:
Period and YTD: Current Total values = the sum of all Current column listings for the section.
Period and YTD: Prior Total values = the sum of all Prior column listings for the section.
Period and YTD: +/- Total values are figured by using the (X-Y) equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Period and YTD: % +/- Total values are figured by using the ((X - Y) / Y) * 100 equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Values are rounded to two (2) places after the decimal. If there are no Y values for the calculations, the report displays N/A.
Misc. Sales
The Misc. Sales section details the Misc. Revenue section from the Summary report. Underneath this heading, a listing for each individual category pertaining to Misc. Sales is displayed. If there are no miscellaneous revenue values to report, the category label does not print on the report.
The following formula is used to calculate Misc. Sales – Period and YTD: Current and Prior values:
(Y – X)
X = the sum of Debit values retrieved for each category listing for the period. Note: Debit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Y = the sum of Credit values for each category listing for the period. Note: Credit values are retrieved and calculated by the system. They are not displayed on Period Comparison reports.
Period and YTD: Total +/- and %+/- column values are calculated using the following formulas:
Period and YTD: +/- Total values are figured by using the (X-Y) equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Period and YTD: % +/- Total values are figured by using the ((X - Y) / Y) * 100 equation.
X = the Period or YTD: Total Current column value.
Y = the corresponding Period or YTD: Total Prior column value.
Misc. Sales values are rounded to the nearest whole dollar except in the Period and YTD: %+/- columns where values are rounded to two (2) places after the decimal point. If no Y values exist for the calculations, the report displays N/A.
If a profit center has child profit centers, you may click on the profit center's hyperlink to view summary report information for its child profit centers.
Child Actual Period Comparison Summary reports are based on the same selection criteria you entered for the parent profit center.
Summary information for child profit centers is calculated in the same manner as it is for parent profit centers. See the Period Comparison Summary report section for more information.
Click on the child profit center’s hyperlink to view a Period Comparison Child Detail report.
Detail information for child profit centers is calculated in the same manner as it is for parent profit centers. See the Period Comparison Detail report section for more information.
You may notice a slight rounding difference between totals on detail and summary reports. Click here to see why.