This document provides a summary of the reports in the new Reporting module
Generic reporting information
Search
Use the search bar at the top of the page to search for a word and have the system recommend the relevant reports.
Outlets
Select All Outlets or the specific outlets you want to report it.
You can use the Power Targets to run reports for certain Areas and Regions. The ability to select Brand will be added soon.
NB. you will have access to the data for the outlets you can view in IndiCater. If you are restricted to an Area or Outlet, you will just see data for the outlets you have access to.
Dates
Pick your preferred date range or use the Power Targets to pick a week, month or reporting period
Filters
Different reports have different options. If you want to run a report for all options within a filter, eg group suppliers, you don’t need to make any selections in the filter. Use the filters to make a specific selection otherwise you can leave them as they are.
The results
Once you have run your report, you will have the below options:
export to csv
click on the column headers to sort the data
search for key words
see more lines of data per page and scroll through the pages. To do this navigate to the bottom right corner of the page
Company
Close Period Report
Providing information about the modules you use, this report is a new version of the existing report. You can select the time period you are running it for as well as the module.
Income
Sales
This shows data entered in the Cash Sales field in Outlet, Finance.
Cash Sales tab
This will show a summary of data as entered into Indicater. You can click on the downward arrow on the left to see the contents of each line.
Item Breakdown tab
Useful for clients with epos integration, this will show you the total of each item sold for the outlets and date range selected.
Purchasing
Outstanding Estimates
This is an updated version of the existing report, now giving you the ability to drill down to see the contents of a transaction. This report shows outstanding orders (orders which haven’t been booked off), outstanding estimates and those estimates which have an EDI invoice/credit note pending approval.
Order Summary Report
This is a brand new report that enables you to see the invoice status of orders placed within a specified period.
Purchasing
This is an updated version of the existing purchasing reports, now giving you the ability to drill down to see the contents of a transaction.
As with the previous Head office Purchasing report, you can choose to see the data based on the invoice date, or click to see the original estimates and estimate reverses.
If you choose to see the estimates, you will see the estimate on the date it was booked off, and the reverse and the invoice on the date the estimate was converted into the invoice. You will see invoices in the period they were entered with the late invoiced date as the invoice date.
Please note the option is being renamed from Show original estimates and estimate reverses to Show transaction dates and history. A fix is being deployed on the evening of 14th February to this option to show the invoices that have been manually entered based on their entered date rather than the invoice date which will replicate the old reports.
If you choose not to see the estimates, you will see the final invoice value dated as the invoice date (or late invoice date if there is one)
Stocktaking
Item Stocktaking
This report has different tabs to allow you to select the data you want. You can see the summary which provides a total by category or the detailed data which will show you the itemised closing stock information. Use this to search for an item to see how much stock of a product you across across the outlets.
Item Theoretical
This new report is for clients with epos integration. The report uses the last stocktake as the opening stock figures and uses the sales linking to recipes, purchases, transfers and wastage to calculate a theoretical stock in hand figure.
Item Variance
This report is for clients with epos integration. The report uses the last stocktake as the closing stock figure and the previous stocktake as the opening stock. It uses the sales linking to the recipes, purchases, transfers and wastage to calculate a theoretical stock figure and provides a variance between the theoretical and actual closing stock.
Product
Products
This is a new report which enables you to see catalogue data from all suppliers in one report. Use the search functionality for search for a keyword and compare similar items.
Product History Report
This updated report provides information about the products purchased during the selected period.
Coming soon
Internal Sales - being deployed 14th February
Supplier Favourites - being deployed 14th February
Dish Stocktaking (being added as an option to the Stocktaking report) - being deployed 14th February
Theoretical vs actual margin - in progress
Wastage report
Hospitality Manager Despatch report