Understanding Reports and Dashboards

Understanding Reports and Dashboards

Overview

This article gives you an overview of iVendNext's reporting tools, showing how dashboards, charts, and number cards turn data into clear insights for smarter decisions.



Key Takeaway: Dashboards provide real-time snapshots of business health, while reports offer granular details for deeper analysis.



Why Reports and Dashboards Matter

1. Real-Time Monitoring

  • Track sales, inventory, and payments live.

  • Example: A dashboard can alert you to stock shortages before they impact sales.


2. Data-Driven Decisions

  • Identify trends (e.g., peak sales hours) using historical reports.


3. Operational Efficiency

  • Automate manual tracking with scheduled reports.



Key Components

1. Dashboards

  • Charts: Visualize trends (e.g., line graphs for sales over time).

  • Number Cards: Highlight KPIs like "Total Daily Revenue."

  • Filters: Drill down by date, store, or product.



2. Reports

  • Sales Reports: Item-wise revenue, discounts, and returns.

  • Inventory Reports: Stock levels, aging, and valuation.

  • Tender Reports: Payment method breakdowns.



How to Access Reports and Dashboards

Step 1: Navigate to the Dashboard Module

  • Go to Home > Retail > Dashboards.


Step 2: Create a New Dashboard

  • Click Add Dashboard, name it, and select data sources (e.g., POS Invoices).


Step 3: Add Visual Elements

  • Charts: Select types (Bar, Pie) and configure data sources.

  • Number Cards: Display metrics like "Total Sales" or "Inventory Count."


Step 4: Save and Share

  • Use Save and View to publish. Share via PDF or direct access.



Practical Example: Sales Dashboard

  1. Add a "Sales Trend" Chart:


  • Type: Line graph | Data Source: POS Invoices | Time Series: Weekly.


  1. Include a "Revenue" Number Card:


  • Aggregation: Sum | Field: Grand Total.




Best Practices

  • Keep It Simple: Focus on 3–5 critical metrics per dashboard.

  • Refresh Data: Use Force Refresh for real-time accuracy.

  • Customize Filters: Apply date ranges or store-specific filters.


Idea: Combine Sales and Tender Reports to reconcile revenue with payments.



    • Related Articles

    • Operational Reports

      This article provides an overview of the key reports available in iVendNext. It also shows how to create custom reports and explains how to add, remove, and rearrange columns, apply both predefined and custom filters, and sort the data. Introduction ...

    • Managing Permissions for Pages and Reports

      Overview Pages and reports in iVendNext may include sensitive data. With role-based permissions, you can control who can view, edit, print, or export them. This guide shows how to manage access—whether you're a developer or admin. 1. Understanding ...

    • Understanding Workspaces

      Overview Workspaces in iVendNext provide a structured and efficient way to organize your daily tasks, tools, and reports. When you log in, you're greeted with the Desk—a central hub featuring a persistent sidebar that categorizes and links to various ...

    • Understanding Report Correlations

      Overview This guide explains how POS Sales Reports, Tender Collection Reports, and Stock Ledger Reports work together in iVendNext to provide a complete financial and operational picture. In iVendNext: Sales Reports tell you what was sold. Tender ...

    • Creating and Customizing Dashboards

      Overview This article gives you an overview of iVendNext dashboards, which present key business metrics in clear visuals to help you track sales, inventory, and payments for faster, data-driven decisions. This guide walks you through the step-by-step ...