The new reporting module - questions and answers

The new module has been developed to provide an enhanced user experience when it comes to looking at the data held within your IndiCater application. This has been something we have wanted to do for a while and you have also been requesting better reports from us.

We have so far added some new versions of existing reports as well as some brand new reports. This is an ongoing project and we are working on converting more reports to the new module.

We would love your feedback on the new module https://www.surveymonkey.co.uk/r/PFMJ597

Who will get the new reports?

All clients! This is something we are giving to all clients at no additional charge.

How do we get to the new reports?

Once activated for you as a client, the module can be found as a new module at the bottom of the menu on the left of the screen.

Open

Who can see the new reports in my company?

Both head officer users and outlet users can be given access to the reports. Users will need to have the correct permissions to see the reports. See the separate document on how to manage the permissions https://indicater.atlassian.net/wiki/spaces/IUG/pages/3884810278

Benefits

Accessing the reports - the reports are all now held in one module rather than split over the different modules.

Search for a report - if you’re unsure of the report you need, you can type a key word such as Stock into the Search bar on the Dashboard and the you will see a recommended report and a list of other relevant ones.

Speed - the reports are now really quick. Please note it will still take a while if you’re running a report for all outlets for a long period for example but it is a lot quicker than the old reports.

Sorting the data - the column headers can all be clicked to sort the data in whatever order you want

More detail - the new reports contain a lot more information. For example in the purchasing report you can see your invoices but you can drill down and see the items within the invoices.

What about the old reports?

Once we have replacements in place, we will start to retire the old reports. This is to ensure that all users and clients are benefitting from the best versions and to also ensure that we are adding to and maintaining one set of reports rather than multiple sets.

Where clients have bespoke requests for old reports, it may be possible to retain them as a bespoke solution.

We have no immediate plans to start retiring the reports and will communicate with plenty of notice.