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Guide to Accessing and Using Reports

This guide explains how to access, view, and manage reports effectively within the reporting tool. It provides step-by-step instructions for generating specific reports, customising report settings, and saving or exporting data for further analysis.

Accessing Reports

  1. Navigate to Reports:

    • Go to the Tools menu located on the right-hand side.

    • Select Reports from the menu.

  2. Browse Report Categories:

    • Use the plus (+) sign next to a category on the left-hand side to expand it and view available reports.

    • Each report includes a description to the right-hand side for clarity.

  3. Open a Report:

    • Click View next to the desired report to open it.

Customising Reports

  1. Set Date Ranges:

    • Choose a specific, default time-frame, such as a week, month, or custom range, to filter report data.

  2. Miscellaneous Options:

    • Customise additional details, such as product or employee breakdowns, by switching values from No to Yes. Use this parameter to also filter to view Ex. Tax or Inc. Tax where applicable.

  3. View and Analyse Data:

    • Reports display:

      • Business Takings – Summarises payments and revenue.

      • Ticket Averages – Shows average transaction values.

      • Client Totals – Provides client activity metrics.

      • Employee Breakdown – Lists sales and service performance by staff.

      • Sales Breakdown – Includes liabilities and redemptions.

Saving and Exporting Reports

  1. Save Reports for Future Comparison:

    • Example: To save an end-of-day report for a specific year:

      • Select the date range.

      • Click Save, provide a meaningful name (e.g., "End of Day 2019").

      • Saved reports can be compared year-over-year.

  2. Export Options:

    • Export reports in PDF format for easy sharing and storage.

    • Attach exported reports to emails or save them on your PC.

  3. Printing Reports:

    • Use the Print button at the top of the report to generate hard copies.

Navigating Reports

  • Use the arrow buttons to move between pages.

  • Utilise search and zoom features to locate and highlight specific data.

  • Once finished, click Done to close the report.

Key Takeaways

  • Access reports via Tools > Reports and expand categories to find specific reports.

  • Customise date ranges and options to tailor report details.

  • Save reports for year-over-year comparisons.

  • Export and print reports for further use.