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A Basic Guide to Impos Analytics

This is a basic guide to getting started with Impos Analytics. Please read this article if you have recently set up our analytics platform in your venue.

You can now log in to your reporting portal at any time at http://reports.impos.com.au.

By now you should have received an email containing your temporary password and a link to change this password.

If you are yet to receive this email or you have lost your password, please contact Impos Support on 1300 780 268 and they will assist in getting you set up.

It’s worth noting that you have information syncing from your local databases to our cloud server, and the Impos Analytics reporting platform shows this data. If there are connectivity issues in your venue (like your internet dropping out) the data in the Impos Analytics platform may not be up to date.

We hope you enjoy using Impos Analytics, the reporting platform that gives more analytical power to your venue. The following will give you a brief overview of how to navigate through the core report setup.

If you have any custom reporting requirements, please feel free to contact your Account Manager to discuss available options.

Getting started

When you first log in to your account, you will land on the default ‘Daily Dashboard’ page. This page contains a collection of reports to give you an overview of a day’s trade within your business. The default setting is to show yesterday’s data across all venues you have linked to the reporting platform.

If you wish to view the data for a different date range, or to limit the data to an individual store, you can do so by using the filters panel on the right of the page.

Select a specific store name from the drop down list.

Select a specific date or date range from the date picker.

After applying the filters, click the ‘Go’ button to reload the reports.

Looking further

If you hover your mouse over any of the reports in the dashboard you will notice some icons appear in the top right.

The first of these icons will give you a drop down menu, giving you various options, such as the ability to print or export the report to its own file.

Clicking the second icon will give you the table behind the graph being presented. Alternatively, if you are in the table view, the icon will change to a chart icon, giving you the ability to switch back to the chart view.

Lastly, the plus sign icon will open the report fully, allowing you to see all data and charts on the one page and offering additional filter options and drill down functionality where available.

You can also look through the other dashboards available to you that cover topics like weekly efficiency, staff sales and covers by clicking on the different dashboard tabs across the top menu.

The report screen

As mentioned, navigating to the report screen will allow you to view the complete report and, dependent on the report design, offers additional ways to interrogate the data not available from the dashboard screen, such as additional filter options and the ability to drill down into data to view it at a lower level.

For example, the standard MR002 report that you have available within your setup allows the option to also filter the data by the hour of sale within the day.

Looking at the data table, you will notice that the Menu Category names are highlighted. Whenever text appears this way it shows that the data has some degree of drill down capability.

For example, if we click into Beverage, both the data table and chart will be updated to show the departments within the beverage category and their sales amounts, which will balance back to the beverage total. MR002 also allows to drill down a further layer to the individual item sales within the department you select.

If you wish to go back up a layer, you can do so by scrolling back to the top of the screen and clicking on the X in the Menu Category – Beverage option, or alternatively by clicking the undo arrow to the left of this.

To exit the report entirely and go back to the main dash board (or whatever screen you were on previously), click on the X in the top right hand corner of the screen.

Browsing reports

Impos Analytics has about 30 standard reports relating to sales, payments, staff, covers and more. We are constantly adding to these.

Our core offering of master reports are prefixed as MR or RR, with the difference being that the MR reports operate on a 00:00 – 23:59 day, whereas the RR reports are replicas of these that operate on a 05:00 – 04:59 day, for our clients that trade past midnight.

From the dashboard you can either click on the Browse button at the top of the screen or enter a description of what you are looking for (or the exact report title if you know it’s name) into the search box, to find reports that might meet what you are looking for.

Both will take you to the report browsing window, however going via the search box will filter the results down, rather than displaying everything available.

For example, If you were looking for an Item Sales Report and entered 'Item Report' into the search box,  a list of reports that might meet these criteria would appear, not just Item Sales Reports.

From the list presented and by reading the descriptions you can decide which report best fits your needs. The example shown above is MR022 Item Sales Report. You would then either double click on this report, or right click and select Open to view the report.

Still can't find the data you want?

Due to every client being different and requiring different insights into their data, it’s possible that we may not have covered the particular report you are after in our core offerings.

If this is the case, then please feel free to contact your Account Manager to talk through some of our custom reporting options.

Want to learn more?

This guide provides a very small sample of the wealth of options at your disposal within the Impos Analytics reporting suite.

If you wish to learn more about how you can gain further insights into your data, check out the below tutorials, videos and wiki:

https://www.youtube.com/user/YellowfinTeam

http://wiki.yellowfin.com.au/

Any questions, please call Impos Support on 1300 780 268.

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