Accessing and Utilising Cloud Reporting: A Quick Guide

Getting Started

1. Accessing the Platform:

   • Open your preferred web browser on a smartphone, tablet, or computer.

   • Visit pos.shortcutssoftware.com and log in.

2. Navigating to Reports:

   • Select the Reports tab from the main menu on the left-hand side.

Dashboard Overview

The Cloud Reporting Dashboard provides a visual snapshot of business performance, including:

• 10 KPI Tiles: Highlight key performance indicators (KPIs) at the top of the screen.

• Color-Coded Indicators:

  • Red: Results have dropped compared to the same period last year.

  • Orange: Improvement of up to 5%.

  • Green: Improvement greater than 5%.

• Visual Tiles: Offer detailed insights into trends and metrics.

Filtering and Sorting Data

• Filters:

  • Date range selection.

  • Up to 10 site filters.

  • Employee-specific filters.

• Sorting Columns:

  • Click on column headings in the Employee Performance section to sort data.

• Tax View Options:

  • Toggle between inclusive (Inc) or exclusive (Ex) tax views.

Key Reports Available

1. Trading Summary Report:

• Provides essential financial data:

  • Sales, Takings, Pre-Payments, Redemptions and Payment Methods.

• Export Options:

  • Download as an Excel file for further analysis.

2. Employee Performance Report:

• Tracks employee performance metrics:

  • Work hours and Sales Breakdowns; including Average Client Ticket, Rebookings, and Upsells.

• Export Options:

  • Export to Excel for record-keeping or additional review.

Key Takeaways

• Access Anywhere: View reports on any internet-enabled device.

• Quick Insights: Color-coded indicators make performance evaluation intuitive.

• Customisable Views: Filters and sorting options let you tailor data views to your needs.

• Export Capability: Easily download reports for sharing or offline analysis.