Viewing a Shrink Report

How to View a Shrink Report

• This document covers a step-by-step guide to generating a store’s shrink report in the Basket point of sale system.
• Using the navigation drop-down menu, on the upper left hand corner of the screen, select Analytics > Shrink Report

You will be able to filter the report to a time period of your choosing. Please select from the drop-down menu on the left and select the period you wish to analyze.

Note! When selecting a date range for a report, the comparison period automatically defaults to the same date range from the previous year. If you create a custom date range, the comparison period will also default to the corresponding dates from the previous year unless you specify a different comparison range.

You will be able to filter the shrink data of products by three of the item’s attributes:

UPC/CSV: Filters the report by the product’s universal product code. Click “Add Items” to search by UPC or item name, then select an item to add it to the report query.

Category: Filters the report by the product’s assigned category. Click “Add Category” to search by item category name or item category number, then select a category to add it to the report query.

Department: Filters the report by the product’s assigned department. Open the drop-down list of departments to select the respective departments you wish to be queried in the report.

Tip! Both UPC/CSV and Category filters support the ability to upload a CSV file containing the numbers you wish to filter by.

You will be able to filter the shrink data of items relative to the stores containing those items. Click on the stores selection, and choose the respective stores desired from the drop-down list.

You will be able to filter the columns listed in the report through the Template selection. By default, the report generated includes all available columns, which may obscure shrink data. By clicking, “Add New”, you can create a template containing only the columns you wish to view.

Simply drag and drop the headers you desire from the Available Columns list to the Selected Columns list.

To view exclusively the Shrink data, go to Template > Shrink or Template > Retail Shrink.

If the Shrink or Retail Shrink options do not appear when selecting the drop down list, you may need to add them yourself by clicking “Add New”.

Click “Get Report” to generate a report with the selected filters.

If no values appear in the generated report, then no data exists for the filters specified.

If you wish to save a copy of the generated report, click the download button to save the table as an .xlsx file.