Revo XEF back-office’s new reports will provide many more customisation tools, new graphs, filters and the option to compare data between different periods. All these improvements will allow us to have a better visualisation of the progress of the business within REVO.
Old reports will still be available in the back-office for a while to ease the transition, under REPORTS - OLD REPORTS:
NEW FEATURES
1. New date ranges:
New ranges have been added to provide more options for more efficient filtering and benchmarking.
2. Group by:
The “group by” function will allow us to visualise the totalised reports using one or two specific fields. For example, in the image below we can see the orders report grouped by room and employee, so in the report and the graph we will see the totals made by each waiter per room in the selected period.
To group by, click on “Group by…” field, where you will see a drop-down list with multiple selectable fields specific to each report (date fields are available in all reports).
3. Compare:
With this functionality, we will be able to compare reports between different periods. When we have made a grouping in a report, the “Compare” button will appear, where we can choose a new range of dates to be compared with the original:
In the following image, we see an example comparing the products report of the current month with the previous one, grouped by category.
4. Filters:
With the filters, we can narrow down the information shown by each report. Every report will have specifics filters; we can visualise their function by placing the mouse over the icon:
The filter types are:
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Open field: With this filter, we could write any text or number to search the values that contain it. In the following image we see an example: In the document reports we have searched for “35” in document name, so all the invoices, delivery notes… that contains this value are shown.
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Drop-drown: A drop-drown will open with default values, we could select multiple.
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Hours range: We can choose a lower and/or upper time limit to obtain the information generated within this period.
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Numerical equality/inequality: With this filter, we will be able to choose all the values that comply with the selected ratio. In the first drop-down we will select the type of ratio: equal (=), greater than (>), greater than or equal to (≥), less than (<), less than or equal to (≤) and different from (<>). In the second field, we can write the numerical value we want to filter. In the following screenshot, we have filtered all the documents with a total greater or equal to 20€:
We can also filter some fields by selecting them directly in the report itself, in the following image we can see that we have filtered the payment report by “main till”.
5. Save custom reports:
Now we will also be able to save reports that we have set up with the functionalities explained in the previous points. With this option, we will be able to create reports that adapt to the needs of each business. To save a customised report, just click on “Save” at the top right of the screen after applying the filters/group by/comparisons you are interested in:
These reports will appear in Reports - CUSTOM REPORTS. In the following screenshot, we see a customised returns report, where we have filtered the invoice report by return counter:
If you want to delete a customised report, just click on the bin on the right side list in the sidebar.
6. Export:
We have improved the exports, we will continue using the export button to generate a .csv with the selected report, but now the export will be executed in the background to be able to extract more information, avoiding overload issues. Once the file has been generated, we can download it from “TASKS” in the sidebar as shown in the following image:
