Custom reports allow you to take a closer look at your sales and affords you the flexibility to manipulate your data in order find the information you need. If you have a question about your top-performing products, category sales or margin, you’ll be able to find the answer here.
'Cube' is the term we use to describe a customisable report - this is a dynamic table, similar to a pivot table in Excel.
With Pulse cubes you can:
- Understand how any area of your business is doing by creating custom reports and views
- Access huge amounts of data on things like Sales, Stock, Waste, Overrides and more
- Answer questions like - What are top selling products or categories? What is my margin % over the last 2 years per category?
⬇ How to create a custom cube report with Pulse:
How to run a report:
Select your report
Navigate to the Reports section in the left menu.
Click 'Create Report' button.
Choose Analysis Cubes
Select the report you want to run, and enter the date range you want to generate the report for:
Choose the dates you want to run the report for.
When your report is ready, it will appear in the reports table. Click the 'View' button to view the report.
A report looks like this.
Expand Data
Clicking on the rows will expand the data
View additional fields/columns
You also have the option to view additional fields.
Choose the fields you want to see under 'Calculated values', eg Gross, Margin and click apply.
The selected fields will now be visible as columns in the report.
Filter
Pressing the Setting icon on a field will allow you to filter the data in a column.
Update format for exporting
Clicking 'Options' options will bring up the formatting options.
Select 'Flat form' and the data will fill in to allow for easy exporting of data.
Need more help?
Email us at supportUKI@vusion.com with as much information about your issue as possible, and we will get back to you as soon as we can.
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