Advanced reporting is a tool for easy visualization and subsequent analysis of turnover and stock management data. There are various data reports with graphs on the individual pages, which clearly and interactively display the specific results of your business. Reporting thus enables the monitoring of key performance identifiers and helps with the right decisions leading to a healthy company economy.

You work with your data in advanced reporting directly in a web browser using the Microsoft Power BI tool, which is easy to use and will help you get a better overview of your black and red numbers.

This page is divided into several sections:

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You can collapse the first panel on the left into a simple column of icons using the three rows at the top left.

In the second column, you click between the so-called pages, which contain all the data reports that are available to you.

You can collapse or expand also this column with the double arrow.

Whenever you apply different filtering and selection to the displayed data, you can cancel all filters by clicking on the back arrow in the yellow circle at the top right. Thanks to this, you will see all the data again, just like when starting the application.

Use the refresh arrow at the top right to retrieve the most up-to-date data.

At the bottom right, you can always check the date and time of the last data update.

To work with data in a full-screen window, click the rectangle icon in the upper right and select
Full Screen. In this view, you switch between the pages at the bottom left and you can return to the original view by pressing esc or by clicking on two opposite arrows .

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At the top of the window, there are always the appropriate filters to select the displayed data.

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The filter has a name (e.g. MOP, Cashier,…) and under this name there is a list to choose from. If there are options with a circle check box in the list, you can only select one option at a time. If the options have squares, check all the options according to which you want the data to be displayed. To clear all checked squares of a specific filter, use the eraser icon next to the filter name.

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In the case of a calendar, you can use the scroll bar and drag the circles at the beginning and end to change the range of the display period. To enter a specific date, click directly on the date and either overwrite it or select a day in the displayed calendar.

When setting a specific date using the calendar, you must also set the day, so always end the setting by clicking on the specific date.

In the case of some tables, it is possible to sort the data by clicking on the name of one of the columns. A small triangle then appears next to the name of such a column. For some tables, such sorting is not possible, for example due to the nature or complexity of the data. In this case, the Sort by option is most often found in the filters at the top.

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After clicking on one of the elements, graph or table, icons of other functions will be displayed in its upper right corner.

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By clicking on the two-sheet paper icon, you can Copy this chart or table to the clipboard as an image after confirmation.

The data that you currently have selected using the filters is always copied.

Use the magnifying window icon to open this single element in full screen. To reduce the view again, click Back to Report at the top left.

In the case of a graph, you can also select Show as a table and click the three dots at the end of the line of icons to see the graph across half of the screen, along with an overview of the data used in the table.

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The data of a specific element can be exported to files with .xlsx or .csv extensions. At the end of the line of icons, click the three-dot menu bar and select Export data.

Graph elements often also display a summary or average.

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For some graphs, a summary or sum for the selected period can be seen in their upper right corner. It always depends on the filter settings.

The dashed line shows the average of the data and at its end the exact value of this average is displayed.

As you move the mouse cursor over the graph curve, windows with exact values are displayed.

The lists are most often displayed in summary form. If there is a plus in the square at the beginning of the line, you can click on it to expand the category to see more detailed information.

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In lists that cannot be sorted by clicking on a column name, you can click on the column name of the data you are currently checking. The other columns turn gray. In the same way, you can highlight the data in one line, only the line you click on will be colored. To display all data in color, click on a single highlighted row or column again.

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As you move the cursor over the table, the field you are hovering over turns gray.
(In the picture below, in the table above, Wednesday's value 266.)

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By clicking on a specific value, either in a graph or in a table, you can specify what data should be displayed in other tables and graphs on the page.

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The following is a description of these reports:

Sales trends

Parallel graphical representation of 4 basic indicators over time:

1. Transaction development;

2. Turnover development without VAT;

3. Loyalty transaction development;

4. Average cart value.

In addition to the graphs, total and average values are also displayed for each indicator.

Sales by cashiers

Parallel display of selected indicators (sales volume, discounts, ...) by individual cashiers.

Development over time

The report offers a closer look at one of the selected indicators within the division into individual merchants. These economic indicators are available:

1. Turnover without VAT (Eur);

2. VAT turnover (Eur);

3. Turnover with VAT (Eur);

4. Number of loyalty transactions;

5. Number of transactions;

6. Average daily number of transactions.

According to the selected indicator, the data are displayed in a graph, diagram and table. The trend chart shows the current development and compares it with the previous period. The Pareto diagram shows the frequency, 80% of the consequences stem from 20% of the causes. The table, divided by merchants and cashiers, compares the values for the selected period with the previous period, together with a graphical representation of improvement or deterioration.

Products - Development over time

The report offers a closer look at one of the selected indicators within the division into products. These indicators are available:

1. Turnover without VAT (Eur);

2. VAT turnover (Eur);

3. Turnover with VAT (Eur);

4. Number of transactions;

5. Quantity share (%);

6. Turnover share (%);

7. Average daily number of transactions;

8. Average cart value (Eur);

9. Discount (Eur).

The data is then displayed according to which indicator is selected. The trend chart shows the current development compared to the previous period. The table with products grouped into categories compares the values from the selected period with the previous period, together with a graphical representation of the improvement or deterioration.

Products by the hour

The product report by each hour displays the data of one of the selected indicators.

Products by the day

Parallel display of six selected indicators by period (year, month, day) and by product group.

Products - basic indicators

Parallel display of basic economic indicators for individual products. The goods in the table are grouped into categories and you can use the filter to select only one merchant.

Product summary

Parallel display of selected indicators by products and product groups.

Products - sales share

In the report, you can see the values of the selected economic indicator for each product. The following indicators are available:

1. Quantity (pcs);

2. Turnover without VAT (Eur);

3. VAT turnover (Eur);

4. Turnover with VAT (Eur);

5. Quantity share (%);

6. Turnover share (%);

7. Discount (Eur);

8. Number of transactions.

The data are shown in a Pareto diagram showing the frequency, 80% of the consequences stem from 20% of the causes.

Controlling

Parallel display of various indicators across locations. The report offers the possibility to select two different product groups for a specific comparison with other indicators.

Margins

Parallel display of prices, sales volume and margins for individual products. The margin is calculated from sales and purchase prices and the indicator can be switched between the current and average purchase price. The data is also displayed in a trend graph.

VAT

The report shows the volume of sales and the breakdown of VAT for individual periods for each VAT class separately or in total.

MOP

The report offers a closer look at one of the selected indicators within the breakdown by payment type. The trend chart shows the current development compared to the previous period. The table compares the values from the selected period with the previous period, together with a graphical representation of the improvement or deterioration.

Discounts

The report contains the number of transactions and the value of discounts, broken down by product category and discount category.

Occupancy by days

Color-highlighted heatmaps of the average number of transactions and average turnover by hours and days of the week.

Occupancy - Development

The report offers a closer look at one of the selected indicators within the breakdown by hours. The trend chart shows the current development compared to the previous period. The table compares the values from the selected period with the previous period, together with a graphical representation of the improvement or deterioration.

Stock movements

The table is divided into products and shows what types of stock movements were performed on this product in the selected time period. The displayed values can be switched between the Value (Eur) and Quantity indicators.

Stock turnover

The trend chart shows the development of turnover over the selected period. Turnover is the ratio of the quantity sold to the quantity of goods in stock.

Stock value

The report shows the value of the stock and the volume of sales by locations and products. The current and minimum value of the stock for the selected period is checked.