Advanced Analytics - Classic

Release Date: November 30, 2020

• General
  • Method of Tender for CBORD transactions no longer show as NULL.
  • Discounts that were incorrectly shown as ‘nodiscount' now display correct discount name.
  • Numerous discrepancies between item sales and payments have been resolved.
• All Orders
  • Hyperlink added to ‘Local Order ID’ (Or ‘Order ID’) column that directs user to orders page.
    
• Member Scan
  • Added options, ‘Week’ and ‘Month’ to ‘Group By’ filter.
• Open SKU
  • Added options, ‘Week’ and ‘Month’ to ‘Group By’ filter.
• Refunds
  • Added options, ‘Week’ and ‘Month’ to ‘Group By’ filter.
• Revenue
  • Added options, ‘Week’ and ‘Month’ to ‘Group By’ filter.
  • Added ‘Venue Name’ column to ‘Vendor’ section.
  • Values hidden in ‘Vendor Group’ section when no vendor groups are set up.
• Sales by Hour
  • Added options, ‘Week’ and ‘Month’ to ‘Group By’ filter.
• Sales by Item
  • ‘Refunded Quantity’ column added to export.
  • Added ‘Venue Name’ column to ‘Vendor’ section.
  • Values hidden in ‘Vendor Group’ section when no vendor groups are set up.

Release Date: November 11, 2020

• General
  • Many improvements to data sources have been implemented and should resolve many open bugs.
  • These issues have been resolved and added to our regression criteria.
• All Orders
  • Section/Row/Seat added to export.
• Tax Liability (Custom Report)
  • Added back to select venues.

Release Date: October 28, 2020

Minor enhancements to existing reports and bug fixes.

• Sales by Item: Primary Category added to ‘Sales by Vendor Group’ export.
• All Standard Reports: Enhanced data sources have been added and many open bugs have been resolved.

Release Date: October 19, 2020

Report Landing Page

The report landing page has been updated to be more intuitive and easy to navigate. We have cleaned up existing functionality and made room for features to be added in the future. When a user selects a report to load, they will immediately notice buttons have been consolidated and shifted around the screen.

The Saved Filter (Filter Set) functionality has been collapsed into an Options button on screen. Selecting Options will open the ability to save filters, set current filters as default, or manage existing filters.

The Apply Filters button has been renamed Apply and relocated to the right side of the page.

Help has been added to review report descriptions within the report.

Download has been added and has collapsed all available exporting options (csv, pdf, excel, img) within.

New Reports

• User Configurations

  • The User Configurations report displays all users and permissions sets set up in the back office. This report consolidates existing Connect Users, Activate Users, and Users and Permissions Sets reports.
    • Active Users will be removed
    • Connect Users will be removed
    • Users and Permission Sets will be removed
    • Employee Roles Dashboard will be removed
    • Connect Roles Dashboard will be removed

Updates to Existing Reports

General

• Updated Descriptions: All standard report descriptions have been added and now include summary of calculations.
  • Report descriptions can be found on the analytics landing page by selecting the “i” icon, or within the report landing page by selecting Help.
• Enterprise Reports Available on Classic: Most enterprise-level reports are available on classic and can be enabled for any venue by request.
  • Some reports, such as ‘Electronic Journal’ that require AX are not available for any client.
  • Please contact Support for more information.
• Bug fixes: Numerous bug fixes have been identified and deployed. In addition, we have updated our regression tests and expect less discrepancies moving forward.

New Code Map Revenue

The New Code Map Revenue report has been updated to use a more precise date/time filter instead of a preset relative date filter. This will allow users to granularly define start/end date and time when running the report.

Release Date: September 22, 2020

Overview

As a follow up to our previous release, AA20.1.1 will remove reports that can be replaced with new Advanced Analytics reports. This is the next step in a major overhaul of reporting at Appetize and will provide clients with a more narrow and focused list of reports that will be expanded in the future. All reports are scheduled to refresh every 15 minutes and have Excel and CSV exports enabled. If there are issues with new reports, please contact the analytics team and we will enhance new reports when appropriate.

Connect (Canned) Reports Expiring

The following reports will be removed. Comparable reports can be found in Advanced Analytics.

• Analysis
• Best Sellers
• Cost of Goods
• Credit Card Breakdown
• Daily Sales
• Employee Cash Revenue
• Employee Credit Revenue
• Employee Credit Tips
• Employee Product Revenue
• End Of Show
• Highest Grossing
• Items Sold
• Live Reports
• Orders by Type
• Property Report
• Revenue by Type
• Total Fees
• Total Sales
• Total Tips
• User Data
• Vendor Cash Revenue
• Vendor Credit Revenue
• Vendor Total Revenue
• Venue Product Revenue
• Venue Total Revenue
• Vendor Credit Tips

Advanced Analytics Reports Expiring

All Orders

• Expiring Reports: 
  • *NEW All Orders
  • All Orders
  • All Orders (beta)
• New Report: All Orders
• Description: The All Orders report displays a detailed breakdown of orders by order ID, venue, vendor, order status, method of tender, and date time. Total represents the total amount paid and should correlate with the total found on Category Sales. This report is most often used to validate order-level details or used to validate against other reports.

Category Sales

• Expiring Reports: 
  • *NEW Category Sales
  • Beta - Detailed - Category Sales
  • Category Sales
  • Category Sales - ARCHIVE
  • Category Sales (Archive)
  • Category Sales (Beta)
  • Category Sales ARCHIVE
  • Category Sales by Vendor
  • Category Sales by VG
  • Category Sales by VG - 90 Days
  • Category Sales by VG - ARCHIVE
  • Category Sales Custom Report
  • Category Sales Live
  • Category Sales Summary
  • Category Sales(Public)
  • Dashboard Vendor Group
  • Department Sales Report
  • Detailed - Category Sales
  • Detailed Category Sales
  • Item Analysis
  • Item Lookup
  • Item Lookup - ARCHIVE 2018
  • Item Lookup- ARCHIVE
  • Item Sales
  • Item Sales by Tender
  • Item Sales by Tender - ARCHIVE 2018
  • Matt's Sales Report, Matt's Sales Report2
  • Merch Tender Type Live, Merch Tender Type Live (2)
  • Third Category Sales
  • Today - Category Sales
  • Today - Category Sales by VG
  • Today - Department Sales Report
  • Today - Item Lookup
  • Today - Vendor Overview
  • Vendor Overview
• New Report: Category Sales
• Description: The Category Sales report displays total sales broken down for all items, primary reporting categories, vendors, and vendor-groups. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review total sales at end-of-day or after an event. Specific events can be chosen from the filters provided. If there is more than one vendor-group assigned to a specific vendor, sales will duplicate in each vendor-group.

Discounts

• Expiring Reports: 
  • *NEW Discounts
  • Discount
  • Discount by Item
  • Discounts
  • Discounts (beta)
  • Discounts Live
  • Discounts- ARCHIVE
  • Live - Discounts
  • Live Discounts
  • TODAY - Discounts
• New Report: Discounts
• Description: The Discounts report displays a more granular breakdown of discounts by discount name, user name, device name, item name, vendor name, and vendor group. Total discounts is calculated by cart-level discounts (plus) item-level taxes. This report is most often used to review total discounts by user or item at end-of-day. 

• Expiring Reports: 
  • *NEW Sales Breakdown
  • Sales Breakdown
  • Sales Breakdown
  • Sales Breakdown - ARCHIVE
  • Sales Breakdown - ARCHIVE - Snowflake
  • Sales Breakdown - Beta
  • Sales Breakdown - Today
• New Report: Sales Breakdown
• Description: The Sales Breakdown report displays a high-level summary from Category Sales, Tender Type, Discounts, and Taxes. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review total sales and tenders associated at end-of-day or after an event. Specific events can be chosen from the filters provided.

Overview

Over the past few years, as Appetize has expanded the number of clients using Advanced Analytics, we have developed different variations of standard reports to accommodate evolving client needs. We’ve arrived at a point where we can look back at reports and capture those needs and deliver them in a cohesive and consistent manner. We will be continuing our report consolidation while still delivering powerful reports and tools for our clients. The following reports are the first iteration of new reports wherein you will find consistent filters, formatting, and calculation. Industry-standard calculations have been brought to all reports as well as massive performance boosts. These reports will serve as standard moving forward, and variations and duplications will be removed in a future release.

Name	Logic
Gross Sales	(item price * quantity sold) - inclusive tax
Subtotal	(item price * quantity sold)
Refunds	Total amount refunded
Cart Discounts	Cart-level discounts (10% off entire order)
Item Discounts	Item-level discounts ($1 off single item)
Total Discounts	Cart discounts + item discounts
Net Sales	Gross Sales - Discounts - Refunds
Inclusive Tax	Taxes included in the price of the item
Exclusive Tax	Taxes calculated after subtotal
Total Tax	Inclusive tax + exclusive tax
Fees	Fees added after subtotal
Tips	Tips added after subtotal
Total	Net Sales + Total Tax + Tips + Fees

New Available Classic Reports

A new suite of Classic reports are available for testing for all venues in the Multi-Tenant Classic environment. These reports are not compatible with ActivateX, but offer consistent/reliable refresh rates, better performance, and combines many variations of reports into a single report. These will replace the existing sales-based reports in a future release. Reports include:

• NEW All Orders
  • The All Orders report displays a detailed breakdown of orders by order ID, venue, vendor, order status, method of tender, and date time. Total represents the total amount paid and should correlate with the total found on Category Sales. This report is most often used to validate order-level details or used to validate against other reports.
• NEW Category Sales
  • The Category Sales report displays total sales broken down for all items, primary reporting categories, vendors, and vendor-groups. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review total sales at end-of-day or after an event. Specific events can be chosen from the filters provided. If there is more than one vendor-group assigned to a specific vendor, sales will duplicate in each vendor-group.
• NEW Discounts
  • The Taxes report displays a more granular breakdown of discounts by discount name, user name, device name, item name, vendor name, and vendor group. Total discounts is calculated by cart-level discounts (plus) item-level taxes. This report is most often used to review total discounts by user or item at end-of-day.
• NEW Sales Breakdown
  • The Sales Breakdown report displays a high-level summary from Category Sales, Tender Type, Discounts, and Taxes. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review total sales and tenders associated at end-of-day or after an event. Specific events can be chosen from the filters provided.
• NEW Sales by Hour
  • The Sales by Hour report displays total sales broken down for all items, primary reporting categories, vendors, and vendor-groups; grouped by either fifteen minutes, thirty minutes, hour, or day. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review total sales hour-by-hour or in fifteen minute intervals at end-of-day or after an event. Specific events can be chosen from the filters provided. If there is more than one vendor-group assigned to a specific vendor, sales will duplicate in each vendor-group.
• NEW Taxes
  • The Taxes report displays a more granular breakdown of taxes by tax name, user name, device name, item name, vendor name, and vendor group. Total taxes is calculated by inclusive taxes (plus) exclusive taxes. This report is most often used to review total taxes by user or item at end-of-day.
• NEW Tender Breakdown
  • The Tender Breakdown report displays a detailed breakdown of total payments by either credit cards, custom tenders, stored values, or cash. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review payment totals for credit card processing calculations or external payment gateways at end-of-day or after an event. Specific events can be chosen from the filters provided. If there is more than one vendor-group assigned to a specific vendor, sales will duplicate in each vendor-group.
• NEW Tender Type
  • The Tender Type report displays total payments broken down for tender type, users, devices, vendors, and vendor groups. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review total sales by payment method at end-of-day or after an event. Specific events can be chosen from the filters provided. If there is more than one vendor-group assigned to a specific vendor, sales will duplicate in each vendor-group.
• NEW Tips and Fees
  • The Tips and Fees report displays total tips and fees broken down for all tender types, users, devices, vendors, and vendor groups. Tips and fees are totals added to the order. This report is most often used to breakdown fees by tender type or summarize total tips by users at end-of-day or after an event. Specific events can be chosen from the filters provided. If there is more than one vendor-group assigned to a specific vendor, sales will duplicate in each vendor-group.

Release Date: July 30, 2020

New Reports

A new suite of reports is available for testing. These reports offer consistent/reliable refresh rates, better performance, and combine many variations of legacy reports into a single report. These will fully replace the existing sales-based reports in a future release. The new reports include:

• NEW All Orders
• NEW Category Sales
• NEW Discounts
• NEW Sales Breakdown
• NEW Sales by Hour
• NEW Taxes
• NEW Tender Type
• NEW Tender Breakdown
• NEW Tips and Fees

Expired Connect Reports

In line with the effort to streamline our reporting catalog, we will be deactivating many legacy Connect reports that are not in use or have already been migrated to Advanced Analytics. Many commonly used reports will remain active while the corresponding functionality is migrated to Advanced Analytics. 

Deactivated reports include:

• End of Show
• Daily Sales
• Property Report
• User Data
• Cost of Goods
• Analysis
• Total Sales
• Credit Card Breakdown
• Live Reports
• Venue Total Revenue
• Total Fees
• Total Tips
• Best Sellers
• Highest Grossing
• Venue Product Revenue
• Revenue by Type
• Employee Credit Revenue
• Employee Cash Revenue
• Employee Credit Tips
• Items Sold
• Employee Product Revenue
• Orders by Type
• Vendor Credit Revenue
• Vendor Cash Revenue
• Vendor Total Revenue
• Vendor Credit Tips