Report Designer
The Report Designer utility is used to create and customize reports that track and evaluate daily operations of a site.
Report Designer Form Overview
![]() |
1 | Report Designer Search | Look for reports based on Report Name. |
2 | Add New Report | Add new reports. |
3 | Report Name | Identifies the Name of the report. |
4 | Report Type | Identifies the Type of report. |
5 | 3-Dot Menu | Use to Change, Copy, or Delete reports. |
Add New Report - Form Overview
![]() |
1 | Report Attributes Section / Type of Report | Displays the name and type of the report. Note: The title Report Attributes actively changes to match the entry in the Name field. |
2 | General | This category contains the General Attributes and Items to Hide fields. |
3 | Columns/Lines | This category contains a table that manages the Columns or Lines of the report. See Column and Line Glossary for details on the types of Columns and Lines. |
4 | General Attributes | Make changes to the General Attributes fields. Note: See Report Types for details on the available fields of each report. |
5 | Items To Hide | Make changes to the Items to Hide fields. Note: See Report Types for details on the available fields of each report. |
6 | Cancel | Cancel all unsaved changes and return to the Report Designer homepage. |
7 | Save | Save all unsaved changes and return to the Report Designer homepage. |
Add New Report
→
To add a new Report:
From the upper-right of the Report Designer screen, select Add New Report.
From the New Report drop-down field, select the type of report and select Add.
From the General Reports Attributes screen, define the required fields.
From the left side of the Report Attributes Section, select Columns or Lines.
From the Column or Line Type drop-down, select a Column or Line type.
From the lower-right of the Add Column or Line window, select Add.
From the selected Column or Line Type window, fill out the applicable fields in each category.
To see an overview of the categories and attributes, see Column and Line Types.
From the lower-left of the Column or Line Type window, select OK.
From the upper-left of the Report Designer screen, select Save.
Managing Reports
Perform the following actions by selecting the 3-Dot Menu:
Action | Steps |
---|---|
Change | To make changes to a report:
|
Copy | To make a copy of a report:
|
Delete | To delete a report:
|
Managing Columns/Lines
To manage the columns/lines in a report:
From the Report Designer List, select the Report to edit.
From the Report page, select Columns/Lines.
From the 3-Dot Menu, select one of the following actions:
Change: Make changes to the Column/Line.
Insert Above: Insert a Column/Line above the selected Column/Line.
Insert Below: Insert a Column/Line below the selected Column/Line.
Delete: Deletes the selected Column/Line.
From the the upper-right, select Save.
Report Types
There are four (4) types of reports:
Column Report - Comparative
The Column Report - Comparative displays management levels or sales of a site compared to similar reporting items from other sites.
This report displays the following fields:
Section | Description |
---|---|
General Attributes | Name - Define the name of the report. Print Options - From the drop-down list, select the print format. Landscape - Toggle Yes to print the report in a landscape orientation. Toggle No to print the report in portrait orientation. [Optional] Font Size - From the drop-down list, select the font size. [Optional] Store Name Format - From the drop-down list, select to print the report using the Store Name, Store Number, or Store Number & Name. Limit Store/Group Width - Toggle Yes to set a size limit for the site/group column(s). Toggle No to have no defined size limit of the site/group column(s). [Optional] Inches - Only available if Limit Store/Group Width is toggled Yes, enter the maximum size of each site/group column. [Optional] Report Timeout, ms* - Enter the amount of time before the report generation times out. Include Store Group Detail - Toggle Yes to include the site group details. Toggle No to not include site group details. [Optional] |
Items to Hide | Report Total - Toggle to hide the report average. Report Average - Toggle to hide the report average. Report Comp. Total - Toggle to hide the report comparative total. Report Comp. Average - Toggle to hide the report comparative average. Group Total - Toggle to hide the group total. Group Average - Toggle to hide the group average. Group Comp. Total - Toggle to hide the group comparative total. Group Comp. Average - Toggle to hide the group comparative average. |
* Fields only available for ¶¶ÒõAdministrators.
Line Report - Comparative
A Line Report Comparative displays management levels or sites compared to reporting items.
This report displays the following fields:
Section | Description |
---|---|
General Attributes | Name - Define the name of the report. Print Options - From the drop-down list, select the print format. Landscape - Toggle Yes to print the report in a landscape orientation. Toggle No to print the report in portrait orientation. [Optional] Font Size - From the drop-down list, select the font size. [Optional] Store Name Format - From the drop-down list, select the format for the store name on the report. Inches - Only available if Limit Store/Group Width is toggled Yes, enter the maximum size of each site/group column. [Optional] Report Timeout, ms* - Enter the amount of time before the report generation times out. KPI Mobile Report* - Toggle to enable availability of reports on the Mobile App Report. Custom Export Format - Toggle to enable export of reports in different formats. Include Store Group Detail - Toggle Yes to include the site group details. Toggle No to not include site group details. [Optional] |
Items to Hide | Report Total - Toggle to hide the report average. Report Average - Toggle to hide the report average. Report Comp. Total - Toggle to hide the report comparative total. Report Comp. Average - Toggle to hide the report comparative average. Group Total - Toggle to hide the group total. Group Average - Toggle to hide the group average. Group Comp. Total - Toggle to hide the group comparative total. Group Comp. Average - Toggle to hide the group comparative average. |
* Fields only available for ¶¶ÒõAdministrators.
Column Report - Trend
The Column Report - Trend displays the sales over a period of days. The first column lists the dates chosen for the report. If the level chosen for the report was site, a page is produced for each site chosen.
This report displays the following fields:
Section | Description |
---|---|
General Attributes | Name - Define the name of the report. Print Options - From the drop-down list, select the print format. Landscape - Toggle Yes to print the report in a landscape orientation. Toggle No to print the report in portrait orientation. [Optional] Font Size - From the drop-down list, select the font size. [Optional] One Report per Store/Group - Toggle to generate separate reports for each site/group. Limit Store/Group Width - Toggle Yes to set a size limit for the site/group column(s). Toggle No to have no defined size limit of the site/group column(s). [Optional] Inches - Only available if Limit Store/Group Width is toggled Yes, enter the maximum size of each site/group column. [Optional] Report Timeout, ms* - Enter the amount of time before the report generation times out. |
Items to Hide | Report Total - Toggle to hide the report average. Report Average - Toggle to hide the report average. Report Comp. Total - Toggle to hide the report comparative total. Report Comp. Average - Toggle to hide the report comparative average. |
* Fields only available for ¶¶ÒõAdministrators.
Line Report - Trend
A Line Report - Trend displays the level of management (or site) performed on Daily Reporting Items or calculated items over a range of time.
This report displays the following fields:
Section | Description |
---|---|
General Attributes | Name - Define the name of the report. Print Options - From the drop-down list, select the print format. Landscape - Toggle Yes to print the report in a landscape orientation. Toggle No to print the report in portrait orientation. [Optional] Font Size - From the drop-down list, select the font size. [Optional] One Report per Store/Group - Toggle to generate separate reports for each site/group. Report Timeout, ms* - Enter the amount of time before the report generation times out. Include Store Group Detail - Toggle Yes to include the site group details. Toggle No to not include site group details. [Optional] |
Items to Hide | Report Total - Toggle to hide the report average. Report Average - Toggle to hide the report average. |
* Fields only available for ¶¶ÒõAdministrators.
Column/Line - Report Attributes
Many of the Column and Line types listed in Column and Line Glossary share common categories and attributes. Below are common categories and attributes found in each report type:
Category | Attribute | Description |
---|---|---|
General | Top Title* / Title | Enter title displayed at the top of the column/line. |
Bottom Title* | Enter title displayed at the bottom of the column/line. | |
Toggle Yes to allow the report to export in a print format. | ||
Percent Type | Select the type of percent. | |
Totaling Type | Select the method of totaling. | |
Width | Select the value for the width of the column/line. | |
Justification | Select the alignment of the data points. | |
Decimals | Select the number of decimals to display in each entry. | |
Commas | Toggle Yes to display commas in the values where applicable. | |
Hide Total | Toggle Yes to hide or show totals. | |
Hide Average | Toggle Yes to hide or show averages. | |
Total Equal To Average | Toggle Yes to enable the Total to equal the average. | |
Number Format | Select the format for the data points. | |
Time Frame | Select the time frame of the data points. | |
Comp Stores Only | Toggle Yes to only show comp sites. | |
Thresholds | Critical Range | Enter the Bottom and the Above Range that determine the critical range. |
Warning Range | Enter the Bottom and the Above Range that determine the warning range. | |
Normal Value |
| |
Drill-Thru | Drill-Thru Report Type | Select the type of Drill-Thru report. |
Drill-Thru Report | Select the data to display in the Drill-Thru report. |
*: Only available on Column Reports.
Column and Line Glossary
There are many types of columns and lines. The list below describes the different types of columns and lines and which report type they can be used in:
Column/Line Type | Available for Report Type(s) | Description |
---|---|---|
Accumulative | Column Report - Trend, Line Report Trend | Displays the accumulated trends of the selected column or line. |
Actual Usage | All Report Types | Actual usage is the amount of an inventory item that was actually used over some specified time frame. It is calculated using the method: Beginning Inventory + Purchases +/-Transfers - Ending Inventory. |
Blank Line | Line Report - Comparative, Line Report - Trend | Inserts a blank line in the report. |
Calculated | All Report Types | Utilizes various equations to calculate the following:
|
Cash Sheet | All Report Types | Displays a Cash Sheet Item in the report. |
Deposit Detail | All Report Types | Displays the Deposit Detail in the report. |
Ending Inventory | All Report Types | Displays the Ending Inventory Group/Items in the report. |
Hourly Sales | All Report Types | Displays the Hourly Sales from a selected Time Frame in the report. |
Ideal Usage | All Report Types | Displays the Ideal Usage Group/Items in the report. |
Labor - Allowed % | All Report Types | Displays the Percent Allowed from the Previous Lane over a specified Time Frame in the report. |
Labor - Department | All Report Types | Displays the Labor Department and Value Type over a specified Time Frame in the report. |
Labor - Other Pay | All Report Types | Displays the Other Pay Type for Labor in a report. |
Labor - Staffing Jobs | All Report Types | Displays the Staffing Job and Value Type over a specified Time Frame in the report. |
Labor - Summary | All Report Types | Displays a summary of the Labor and Value Type over a specified Time Frame in the report. |
Paid In/Out Account | All Report Types | Displays the Account and Type of Account in the report. |
Product Mix | All Report Types | Displays the Data and Source Type in the report. |
Projected Sales | All Report Types | Displays the Projected Sales Data over a specified Time Frame in the report. |
Report Sales | All Report Types | Displays the Report Sales Value Type over a specified Time Frame in the report. |
Reporting Item | All Report Types | Displays the Reporting Item in the report. |
Solid Line | Line Report - Comparative, Line Report - Trend | Inserts a Solid Line into the report. |
SOS | All Report Types | Displays the Stations and Data Types over a specified Time Frame in the report. |
Store Field | All Report Types | Displays the Store Field in the report. |
Till Reconciliation | All Report Types | Displays the Till Reconciliation Item in the report. |
Time Punch Issues | All Report Types | Displays Issues with Time Punches in the report. |
Waste/Promo | All Report Types | Displays the type of Waste/Promo and the Item Type in the report. |
Report Examples
Report Designer allows users to create customized reports that track and evaluate daily operations of a site. The reports come in 4 base variations.
The examples listed below illustrate a basic view of each report type.
Column Report - Comparative
![]() |
Column Report - Trend
![]() |
Line Report - Comparative
![]() |
Line Report - Trend
![]() |