Which Report Answers…?

VMX has a lot of reports, and the hardest part is often knowing which one holds your answer. This page routes common questions to the right report. Each link goes to that report's full reference page.

You can also just ask VMXpert your question in plain language — it knows these reports and will point you to (or run) the right one.

Sales questions

• How did we do today? → Daily Summary — today's snapshot, emailed or on screen.
• Are sales up or down versus last year? → Departments PTD vs for departments, Sub-Departments PTD vs for sub-departments, or Daily Over Time for day-by-day trends.
• How many transactions did we do, and what's our average sale? → Daily Summary shows both.
• What did a specific item or department sell? → Items; for rankings use Top Items by Dept/Period or Best/Worst Selling.
• What are our busiest hours or days? → By Hour and By Day of Week.
• How much did we give away in discounts? → Daily Discounts; per-employee, Employee Discounts.
• How much came in by cash, check, card…? → Media Report (the TENDERS section) or Tender Percents.

Money and account questions

• Who owes us money, and how old is it? → A/R Customer Aging.
• What was a customer's balance on a past date? → A/R Balances As Of.
• Which customers have deposits or unapplied credit on their accounts? → A/R Detail lists every open invoice, credit, and deposit; All Open Credit focuses on credits you can apply to invoices right now.
• What gift cards are outstanding, and what's our liability? → Gift Cards reports for card-by-card detail; the Accounting Report for the liability totals.
• Why don't gift card sales show up in my sales reports? → They're liability, not sales — see "Where gift card sales appear" in the Month-End Close Guide.
• What numbers should tie to my accounting system? → the Accounting Report; the full walkthrough is the Month-End Close Guide.
• How much sales tax do we owe? → Sales Tax Report.
• Was a drawer over or short? → Over/Under.

Inventory questions

• What is our inventory worth (now or on a past date)? → the Inventory section of the Accounting Report; by department, the Department report.
• What changed my on-hand quantity? → Adjustments (Activity) for adjustment history, or the Inventory Log for the full change trail on an item.
• What isn't selling? → Items Not Selling, Weeks On Hand, or GMROII for the money view.
• How much are freight and other costs adding to my cost of goods? → COGS Components.
• How do I run a physical count? → Worksheet and the Inventory Counting guide.

Ordering questions

• What should I reorder? → Order Recommendations (this report was previously called Low on Hand), plus Keeping Items in Stock.
• How much can I afford to buy? → the Open to Buy family.
• How do all the buying reports fit together? → the Buyer's Guide walks the whole workflow.

Register and staff questions

• What happened at a register (voids, no-sales, activity)? → Activity and No Sales.
• Which receipts were emailed or printed? → Receipts Emailed/Printed.
• How do I find one specific receipt? → Find Receipt on the register.
• How many hours did employees work? → Admin → Time (see Managing Time). Employees can see their own pay-period hours on the Time Clock when they clock out.

Still can't find it?

Ask VMXpert — describe what you're trying to learn in plain language and it will find the report or pull the numbers directly. Or email help@vmxllc.com and we'll point you to it (and add it to this page).