Manual: Saved Reports for Retail Operations
Saved Reports for Retail Operations
Retail · Yellow Dog Inventory
Version 376 · Updated June 2026 |
Saved Reports
All the saved reports can be found in the Reports section under Saved Reports. You can execute a report with its saved parameters, or change them as necessary for any reporting need. Nothing will change unless you save a report and overwrite the existing saved report (use the same name).
If you do save new reports, use the same number and add an a, b, c (for example, 101a) to keep the reports grouped. Reports named with starting characters (for example, *) will be at the top; reports named with starting alpha characters will be at the bottom (for example, ABC).
Each report has a unique number, then a three-character code, and a name. Use the search bar to quickly enter a report number.
Note: All screenshots were taken in Classic Theme to reduce printing requirements. We suggest you use the Yellow Dog Theme. |
TOD — Today’s Sales Reports |
All the reports with the abbreviation TOD (Today) are sales reports for the current day.
Purpose: Today’s sales by item.
Date Range: Today
Frequency: As needed
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: Today’s sales by hour.
Date Range: Today
Frequency: As needed
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: Today’s sales by employee.
Date Range: Today
Frequency: As needed
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: Today’s sales by Level I.
Date Range: Today
Frequency: As needed
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: Today’s sales by Level II.
Date Range: Today
Frequency: As needed
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: Today’s sales by Level III.
Date Range: Today
Frequency: As needed
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: Today’s sales by vendor.
Date Range: Today
Frequency: As needed
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
ALR — Alerts |
All the reports with the abbreviation ALR (Alerts) are the reports to run to check for system issues. Recommended you run these the day before your event to allow time for investigation and correction.
Purpose: The report shows actions that should be addressed.
Date Range: Now
Frequency: At least twice per month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows all items with a negative on-hand.
Date Range: Now
Frequency: At least once per week.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows actions that should be taken to correct a particular issue.
Date Range: Now
Frequency: Day before each event
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
SLS — Sales |
All the reports with the abbreviation SLS (Sales) are sales reports for this MTD.
Purpose: The report shows sales by item.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales YTD with the sell through of what has been received.
Date Range: This Year
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by matrix.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by matrix YTD with sell through of what’s been received.
Date Range: This year.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by style.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by hour.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by store.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by day for the last 30 days.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by employee.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by Level I.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by Level II.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by Level III.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by vendor.
Date Range: This Month
Frequency: Twice per month
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by 25 selling items by net retail.
Date Range: This Year
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by 25 selling items by net profit.
Date Range: This Year
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by Level I per month.
Date Range: This Year
Frequency: As warranted
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by vendor per month.
Date Range: This Year
Frequency: As warranted
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by store per month.
Date Range: This Year
Frequency: As warranted
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by event per month by Level I.
Date Range: This Year
Frequency: As warranted
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows sales by Event.
Date Range: This Year
Frequency: As warranted
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
MOV — Movement of Inventory |
All the reports with the abbreviation MOV (Movement) detail the turns of your inventory and your sell through rate.
Purpose: The report shows projection sell through of items.
Date Range: This Month
Frequency: As warranted
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows turns by item for the date range.
Date Range: This Month
Frequency: As warranted
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
INV — Inventory |
All the reports with the abbreviation INV (Inventory) are the reports that show inventory on-hand and movement.
Purpose: The report shows the on-hand quantity and cost of items.
Date Range: Now.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the on-hand quantity for the starting date and the activity to the ending date.
Date Range: This Month.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the on-hand quantity and cost of items summarized by Level I.
Date Range: Now.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the on-hand quantity and cost of items summarized by Level II.
Date Range: Now.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the on-hand quantity and cost of items summarized by Level III.
Date Range: Now.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the on-hand quantity and cost of items summarized by vendor.
Date Range: Now.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the on-hand quantity and cost of items summarized by store.
Date Range: Now.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows transfers committed this month.
Date Range: This Month.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows manual adjustments this month.
Date Range: This Month.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows manual adjustments committed last month.
Date Range: Last Month.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the aging of items.
Date Range: As of now.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the summary of inventory movement for the month by Level I.
Date Range: This Month.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the summary of inventory movement for the month by Store.
Date Range: This Month.
Frequency: As needed for end of month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows retail price markdowns for the last 30 days.
Date Range: Last 30 days.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows items that have no activity.
Date Range: Now
Frequency: A few times each month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows items that have different retail prices. Used for 2-way POS integration checks.
Date Range: Now
Frequency: One per week.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows item items with $0 vendor prices.
Date Range: Now.
Frequency: Monthly.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows item items with $0 transaction costs.
Date Range: All time.
Frequency: After each event or twice per month.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
PUR — Purchasing |
All the reports with the abbreviation PUR (Purchasing) detail the status of Purchase Orders, Receipts, Requests, Invoices and Return to Vendors. Recommended you run these several times during the month.
Purpose: The report shows the items below their reorder point and PAR.
Date Range: Now.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the items on-order.
Date Range: Now.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the items on-order summarized by Level I.
Date Range: Now.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the items on-order summarized by vendor.
Date Range: Now.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the items on-order grouped by the expected arrival date (by month).
Date Range: Now.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the items on-order summarized by vendor.
Date Range: Now.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the difference between ordered and invoices items.
Date Range: This Month.
Frequency: At month end.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the committed Purchase Orders.
Date Range: This Month.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the committed Purchase Orders in summary.
Date Range: This Month.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows Open committed Purchase Orders.
Date Range: Now.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the receipts this month at the item level.
Date Range: This Month.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the receipts in a summary fashion by receipt documents.
Date Range: This Month.
Frequency: As needed.
Report options & path
|
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the Invoices by their created date.
Date Range: This Month.
Frequency: As needed.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the Invoices by the selected statuses (suggest all committed statuses).
Date Range: This Month.
Frequency: As needed.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
|
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the Invoices for the selected statuses (suggest all committed statuses) in summary.
Date Range: This Month.
Frequency: As needed.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows Open invoices.
Date Range: All time.
Frequency: Before month end.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows return to vendors at the item level.
Date Range: This Month.
Frequency: As needed.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows return to vendors at the summary level.
Date Range: This Month.
Frequency: As needed.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
PHY — Physicals |
All the reports with the abbreviation PHY (Physicals) detail the activity and variances associated with physicals. Recommended you run these at month end after performing your physicals.
Purpose: The report shows inventory items received but have never been on a physical/counted.
Date Range: Select the date to start.
Frequency: At least once per month.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the summary of physical performed last month.
Date Range: Last month.
Frequency: At end of month.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the summary of physical performed last month by item.
Date Range: Last month.
Frequency: At end of month.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
GLR — General Ledger |
All the reports with the abbreviation GLR (General Ledger) are based on your GL accounts in Yellow Dog. Most of these will be helpful to run right after you close your month.
Purpose: The report shows the summary of POS revenue, tax, and tender (POS dependent)
Date Range: This month.
Frequency: As needed.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the summary of committed invoices by GL code
Date Range: Last month.
Frequency: At end of month.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows on-hand by GL code
Date Range: Last month.
Frequency: At end of month.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the manual adjustments by GL code
Date Range: Last month.
Frequency: At end of month.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
Purpose: The report shows the physical variances by GL code
Date Range: Last month.
Frequency: At end of month.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
EMP — Employee |
All the reports with the abbreviation EMP (Employee) are employee centric reports.
Purpose: The report shows the logins by each employee
Date Range: This Month.
Frequency: As needed.
Report options & path
The applied filters and the report path (run from Reports > Standard Reports on older versions).
Column selections, sorting, and grouping
The columns, sorting, and grouping configured for this report.
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