Analytics How To Guide for Appetize

Description: 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 high-level look at the Analytics module, please take a look at the Analytics Overview + How-To Guide here.

• Sales Overview
• Employee Closeout
• Payment Reconciliation
• Cash Movement
• Tax Audit
• PDF version of Overview and Guide

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Sales Overview

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

A: 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 review quickly.

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

A: 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 in to 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 go over details per order so you can reconcile them with other reports.

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

A: 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 in to 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 it 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.

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

A: 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 in to 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 it 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.

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

A: 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 in to 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 it 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.

Q: How do I analyze sales by time blocks to better understand the performance of day parts and employees?

A: 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 in to 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 report's top 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.

 

Employee Closeout

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

A: 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 in to 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 it manually in your browser.
   • Alternatively, select XLSX or CSV to download a simple export in your browser.
6. Both exports have sections where user breaks down total tips and fees. You can review and close out based on totals for each user.

 

Payment Reconciliation

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

A: 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 in to 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 it 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 user. You can review payments received by Payment Category (cash, credit, custom, or other) or by specific Method of Tender (Visa, MasterCard, etc).

 

Cash Movement

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

A: 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 in to 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.

 

Tax Audit

Q: 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?

A: 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 in to 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.

 

PDF version of Overview and Guide