Enterprise Reporting User Guide
Table of Contents
- What are hierarchies?
- The dashboard
What are Hierarchies?
If you have multiple merchant accounts, hierarchies allow you to group them in any way- giving you the reporting structure you desire. Take the following example;
This hierarchy structure would allow you to run reports for;
- Head Office (all merchants)
- The South East (Chelmsford, Southend and Basildon)
- London (Westminster and Hackney)
- Any individual merchant
You will see later in the user guide that each user is assigned to a position in the hierarchy which ensures they can only see data for merchants you want them to. For example, we could give regional/area managers access to just their region and store manager access to only their store.
Once you have successfully logged in, you will be greeted with your default dashboard.
The dashboard will display real-time data for your default hierarchy (head office in this example, so all merchant data is aggregated).
The KPI indicators will compare the current values with the previous values based on the KPI configuration (shown later in the user guide).
Changing the data parameter will allow you to view these figures as at previous dates/times.
Changing the hierarchy will display data for the desired country/area/region/store.
Rather than comparing the current values to previous values, you can compare 2 hierarchies (region a vs region b, store a vs store b etc).
When comparing 2 different hierarchies (eg North East vs North West), instead of using the baseline time comparison, the dashboard will pull data from the same time period but for the comparison hierarchy.
You can also change the date to compare the 2 hierarchies as at a point in time.
Creating a New Dashboard
Editing a Dashboard
Adding a new KPI
Once you’ve followed the above on ‘Editing a Custom Dashboard’ you can add a KPI by filling out a name, the type of KPI you want to pull and the time frame.
Give your KPI a name and select one of the predefined KPIs from the drop down menu.
The window indicates the time period for which the KPI data will be collected.
The baseline indicates the time/date for which the comparison data will be collected.
So for the below example- the KPI would display Revenue today (since midnight) and compare to the Revenue on the same day one year ago.
Once you’re happy with the KPI settings. Click ‘Add’.
If you now return to the dashboard, you’ll see your new KPI.
Editing a KPI
To extract ad-hoc data, go to ‘Extract’ in the navigation bar and select the hierarchy (Area/Store), the type of extract and date range.
‘Display’ will display the data on-screen.
‘Download’ will download the data to a .csv which you can use for pivoting / graphing / further manipulation in Excel etc.
We can build reports tailored to your organisation.
Extracts should only be used to for ad-hoc data requests. If you regularly need to collate the same data (often with sorting, grouping, pivot, graphing etc) then a report should be used.
Examples of such reports may include;
- Leader Board Report (comparing store and/or regional sales over a weekly / monthly period)
- Commission Report (calculating staff commissions in a format for payroll)
- General Ledger Import (producing a file to load into your accounting system such as Xero, Sage etc)
We can schedule these reports to automatically be delivered via e-mail.
Please get in touch if you have any reporting requirements and we can provide more details.
Grouping / Hierarchies
Hierarchies makes it easy to manage the stores within regions or states.
Adding a Hierarchy
Go to ‘Hierarchies’ in the Navigation Bar.
This will list all the Hierarchies you currently have setup. To add new hierarchy, go to the bottom right of the page and click ‘Create New’.
Select the parent for the Hierarchy – in this example we will be setting up a region (South East) under the main company.
Click ‘Create’ once you are finished.
Editing a Hierarchy
Creating a new user
Go to the users screen by clicking ‘Users’ in the navigation bar. This will list all of the current users.
On the bottom right of the screen click ‘Create New’
You’ll now be able to enter the user’s details such as Name, Email, Password. You’ll also be able to assign the user roles and assign them hierarchies.
Editing a user
Creating a Role
Editing a role
Navigate to the ‘Roles’ page. This will list your current roles. To edit an existing click ‘Edit’ next to the role you wish to change.
You can then edit the permissions, dashboard, extracts and reports by clicking the ‘X’ to remove the permissions or by typing in the box to add more.
Click ‘Save’ once you are finished.