1. INTRODUCTION
2. ACCESS TO REPORTS
3. STRUCTURE AND ORGANIZATION OF INFORMATION
4. GENERAL OPERATION OF REPORTS


1. INTRODUCTION

Reports in Revo XEF are of great importance for accurately evaluating our company in real time. These reports play a crucial role in the efficient management of your business by providing valuable data for informed decision-making.



2. ACCESS TO REPORTS

We can easily access through the back-office and consult different types of reports:


3. STRUCTURE AND ORGANIZATION OF INFORMATION

Reports are organized into logical categories to facilitate navigation and access to relevant information. From sales reports to stock reports, each link takes you to a specific set of data related to that category.

Currently, there are two types of reports for each category to continuously improve information. These are called reportName + old and those that only contain the report name.

IMPORTANT: Old listings are obsolete but will remain available in the back-office for a limited time to facilitate the transition. You will find them under LISTS - OLD LISTS. Note that these reports no longer receive updates.


4. GENERAL OPERATION OF REPORTS

1. Date Ranges:

New ranges have been added to provide more options when filtering and making comparisons more efficiently.



2. Group:

The "Group" function allows us to view totalized reports using one or two specific fields. For example, in the image below, we can see the order report grouped by room and employee, so in the list and graph, we'll see the totals each waiter has made per room in the selected period.



To group, click on the "Group by..." field, where a dropdown with multiple selectable fields specific to each report will appear (date fields are available in all reports).



3. Compare:

With this function present in certain reports, you can make comparisons between different periods.

Once you've made a grouping in a report, the "Compare" button will appear, allowing you to choose a new date range to compare with the original.



In the following image, we see an example comparing the list of products for the current month with the previous month, grouped by category.



4. Filters:

With filters, you can narrow down the information displayed in each list. Each list has specific filters, and you can see their function by hovering over the icon:



The types of filters are:

  • Open field: In this filter, you can type any text or number to search for values that contain it. In the following image, we see an example: In the list of documents, we have searched for "35" in the document name, so all invoices, delivery notes, etc., containing this value are displayed.



  • Dropdown: A dropdown with predefined values will open, and you can select multiple.



  • Hour range: You can choose a lower and/or upper time limit to get information generated during this period.



  • Numeric equality/inequality: With this filter, you can choose all values that meet the selected relationship. In the first dropdown, choose the type of relationship: equal (=), greater than (>), greater than or equal to (≥), less than (<), less than or equal to (≤), and not equal to (<>). In the second field, you can write the numeric value you want to filter. In the following capture, we have filtered all documents with a total greater than or equal to €20.



You can also filter some fields by selecting them directly in the list itself. In the following image, we have filtered the payments report for "central cashier."



5. Save Custom Lists:

Now, some reports also allow you to save them, preserving the custom configurations after applying the features explained above.

With this option, you can create reports that fit the specific needs of each business. To save a custom report, simply click "Save" at the top right of the screen after applying the filters/groupings/comparisons you are interested in:



These reports will appear under Lists - CUSTOM LISTS. In the following capture, we see a custom list of returns, where we filtered the invoice report by return counter:



If you want to delete a custom list, simply click on the dustbin on the right side of the list in the sidebar.


6. Export:

We have improved exports, continuing to use the export button to generate a CSV file with the selected list. However, the export will now run in the background to gather more information, avoiding overload issues. Once the file is generated, you can download it from "TASKS" in the sidebar, as shown in the following image: