You can manually run a report in Z Office to compare sales between any two specified periods. Alternatively, you can also run a scheduled comparison report between any two consecutive weeks/months/years.
Manually running a Comparison Report
- Go to Z Office > Reports > Manage Reports
- We recommend doing a blank search and starting with one of the existing 'Sales Comparison' reports and tweaking it from there if required.
- Double-click to edit the report and enter the Start and End dates for the two time periods you wish to compare:
- Press Generate.
Configuring a recurring Comparison Report
You can schedule a recurring Comparison report for the following scenarios:
- Any two consecutive weeks
- Any two consecutive months
- Any two consecutive years
To schedule a recurring Comparison Report
- Go to Z Office > Reports > Manage Reports
- We recommend doing a blank search and starting with one of the existing 'Sales Comparison' reports and tweaking it from there if required.
- Double-click on the report you wish to schedule and navigate to the 'Report Changes' Tab:
- Set the period type you wish to compare:
Day of Week: Comparing the selected date with the previous 24 hrs to it.
Month: Comparing the selected period with the period 1 month prior to it.
Month of Year: Comparing the selected period with the period 12 month prior to it. - Set the default date start and end time (relative to the time of the scheduled report):
The following example will report from the beginning of the current month to the end of the current month and compare the figures with the previous month.
Start: Start of Month
End: End of month
Time Period: MonthThe following example will report from the beginning of the last month to the end of the last month and compare the figures with the previous month before that.
Start: Start of Month Offset: -1 month
End: End of month Offset: -1 month
Time Period: MonthThe following example will report from the beginning of the last month to the end of the last month and compare the figures with the same month for the previous year.
Start: Start of Month Offset: -1 month
End: End of month Offset: -1 month
Time Period: Month of Year - Give your report a new name and the click in the bottom left-hand corner:
Scheduling a recurring Comparison Report
To schedule you report to run automatically:
- Go to Z Office > Tools > Scheduled Tasks > Create New
- Select Reports for for your report type and give your scheduled report a name:
- Configure the schedule for your report:
A. Start Date: Enter the date you wish the report to first start sending.
B. Start Time: Enter the time you wish for the report to automatically run.
C. End Date: Enter a date here if you would like the report to stop sending on a certain date.
D. Frequency: Set the timeframe you wish the report to occur.
E. Recur every: Set how often you wish the report to run here.
F. Delay up to: Set the maximum delay allowed for the task to try again (leave blank if unsure).
You can check the Next Run Times at the bottom of the window to see if you have configured the task correctly. - Enter the Email addresses you wish the report to send to (separated by spaces):
If you are on the server computer, you can also Add paths to save report and set a location on the computer to save the report. - Press Save.
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