Analytics How-To Guide

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Review common use cases with step-by-step instructions on how to pull reporting from the Analytics module in Connect by selecting from the reporting topics outlined below. For a more high-level look at the Analytics module, please review the Analytics Overview + How-To Guide found here.

Sales Overview

Question

How do I see a high level overview of payments and sales mix information?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Sales Summary from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download.
    • Select XLSX or CSV to download a simple export in your browser.
  6. Each export has sections summarizing sales by payment and sales by category to quickly review.

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Question

How do I reference specific orders to review details per order?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find All Orders from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download.
    • Select XLSX or CSV to download a simple export in your browser.
  6. Each export has sections where you can review details per order so you can reconcile with other reports.

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Question

How do I see items sold for a given period for my financial reporting and analyze my product sales mix?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Sales by Item from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download. There are several ways to gather the data:
    • Select Excel from the export options and Sales by Item Summary or Sales by Vendor Summary from the drop down menu. Then configure any options required and select Export. You can either wait for a link to be sent to your Connect email or download manually in your browser.
    • Alternatively, select XLSX or CSV to download a simple export in your browser.
  6. Both exports have sections where item sales are broken down by category and/or location where you can review items sold.

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Question

How do track which discounts are being used, which ones are used most often, and how much discounts impact our sales and profit?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Discounts from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download. There are several ways to gather the data:
    • Select Excel from the export options and Discounts from the drop down menu. Then configure any options required and select Export. You can either wait for a link to be sent to your Connect email or download manually in your browser.
    • Alternatively, select XLSX to download a simple export in your browser.
  6. Both exports have sections detailing discounts used per location and item. In addition, you can review which promotions were used and associated discounts.

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Question

How do I review all refunds/returns for a given period by location and product type?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Refunds from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download. There are several ways to gather the data:
    • Select Excel from the export options and Refunds from the drop down menu. Then configure any options required and select Export. You can either wait for a link to be sent to your Connect email or download manually in your browser.
    • Alternatively, select XLSX or CSV to download a simple export in your browser.
  6. Both exports have sections detailing refunds given per location, vendor/station, and specific item. You can review all refunds/returns here.

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Question

How do I analyze sales by time blocks so I can better understand performance of day parts and employees?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Sales by Hour from the list of available reports and click to load the report.
  3. Select the Filters and adjust Group By to aggregate data (by 15 minutes, 30 minutes, hours, days, or weeks) as required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download.
    • Select XLSX or CSV to download a simple export in your browser.
  6. You can review sales grouped by hour, day, or however, you set the filter and analyze sales performance during those periods.

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Employee Closeout

Question

How do I close out my employee and review all their tips and fees collected?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Revenue from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download. There are two ways to gather the data:
    • Select Excel from the export options and Revenue Summary from the drop down menu. Then configure any options required and select Export. You can either wait for a link to be sent to your Connect email or download manually in your browser.
    • Alternatively, select XLSX or CSV to download a simple export in your browser.
  6. Both exports have sections where total tips and fees are broken down by user. You can review and close out based on totals for each user.

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Payment Reconciliation

Question

How do I reconcile my payments received against actual payments deposited into the bank or by our payment processor?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Revenue from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download. There are two ways to gather the data:
    • Select Excel from the export options and Tender Summary from the drop down menu. Then configure any options required and select Export. You can either wait for a link to be sent to your Connect email or download manually in your browser.
    • Alternatively, select XLSX or CSV to download a simple export in your browser.
  6. Both exports have sections detailing payment details by location, vendor/station, and even user. You can review payments received by Payment Category (cash, credit, custom, or other) or by specific Method of Tender (Visa, MasterCard, etc).

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Cash Movement

Question

How do I track my cash movement and review cash drop amounts?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Cash Management or Cash Reconciliation from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download.
    • Select Excel (Cash Reconciliation ONLY) from the export options from the drop down menu. Then configure any options required and select Export. You can either wait for a link to be sent to your Connect email or download manually in your browser.
    • Select XLSX or CSV to download a simple export in your browser.
  6. Both exports will have information about your cash movement, overages, and cash drop amounts.

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Tax Audit

Question

How do I review taxes collected or how much tax was exempted from sales for a given period so I can complete my tax audit?

Answer

All reporting can be done through the new Analytics module found in Connect. If you were using a legacy reporting module, you can review which reports to run here.

  1. Log into Connect, navigate to the Analytics module, and select Reports.
  2. Find Sales by Tax Name or Tax Exempt from the list of available reports and click to load the report.
  3. Select the Filters required at the top of the report and select Apply.
  4. Review the report to make sure the expected data is loaded.
  5. Select Download.
    • Alternatively, select XLSX or CSV to download a simple export in your browser.
  6. Each export has sections where you can review tax totals including tax rates and amount collected as well as exemptions from sales.

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PDF version of Overview and Guide

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