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Sub. Departments PTD

The Sub. Departments PTD report shows period-to-date sales, cost, profit, and margin for every sub-department, grouped under its department. It's the sub-department-level companion to the Departments PTD report — use it when you need to see which part of a department is driving (or dragging) the numbers. Find it under Reports → Sales → Sub. Departments PTD.

What's on the Sub. Departments PTD report

One row per department/sub-department combination. Rows are grouped by department; click a department's group header to expand or collapse its sub-departments. Each group header shows bold subtotals for the department, and a grand-total row appears at the bottom.

  • Department — the department name (items with no department appear under "None/Unknown")
  • Sub. Dept — the sub-department name (items with no sub-department appear under "None")
  • Qty — quantity sold
  • Sales $ — dollar sales
  • % — this row's share of total sales
  • Cost — cost of the items sold
  • Profit $ — Sales $ minus Cost
  • % — this row's share of total profit
  • Margin — profit as a percent of sales

When All Divisions is selected, three more columns appear:

  • Adjust $ — cost of inventory variance adjustments (shrink, damage, counts) recorded in the period
  • % (of Sales) — adjustments as a percent of sales
  • Net Profit — Profit $ plus Adjust $ (profit after inventory adjustments)

These adjustment columns are hidden when a single division is selected, because inventory adjustments aren't tied to a division.

Filters on the Sub. Departments PTD report

Set the filters at the top of the page and click View:

  1. Period — Day, WTD (week to date), MTD (month to date), QTD (quarter to date), YTD (year to date), or Custom. Periods run through the report date shown in the sidebar.
  2. Start and end date boxes — used with the Custom period.
  3. Division dropdown — All Divisions or a single division (only shown if your account has more than one sales division).
  4. Choose store... — multi-store accounts can pick which stores to include; use the Deselect / Select All buttons to clear or select all stores at once.

Use the download icon at the top right of the table to export the report to CSV.