The online report is a powerful tool for analysis: it provides detailed information such as top items, employee performance, the flow of inventory and so much more.
With this information, you can confidently make the right decisions for improving your business performance.
Points that we will be going through in this article include:
- Logging into Zaps Boss
- Viewing reports
- Creating reports
- Report Templates
- Customizing reports
- Time periods
- Converting a report into a chart
- Renaming your report
- Saving your report
- Deleting a report
Logging onto Zaps Boss
1. Use the following link to go to Zaps Boss: https://aboss.foodzaps.com/login
2. On the login page,
(a) enter your login credentials
(b) then, click on SUBMIT
3. After successfully logging in, you will be redirected to your Dashboard
Viewing Your Reports
1. Click on Outlet Sales
2. You will be redirected to the Summary page
Click on any of the report categories to view your reports
Below is a table containing brief explanations of each report category:
|Receipt/Bill||This category contains data such as gross sales, net sales, tax amount and more. It is most suited for creating various sales reports (hourly, daily, weekly, monthly, etc.)|
|Items||The reports from this category are usually related to the performance of your menu items. Sample reports include Top Selling Items, Popular Items among Members, Cancelled Dishes and more.|
|Reports in this category are able to show data related to your menu items and the stocks involved in sales of these menu items. It is the most fitting category for finding out the costs spent as well as the profits earned from each item.|
|Inventory||Inventory reports are used to keep track of the existing stock in your outlet. Each transaction that affects your stock is recorded into this report.|
|Clock In/Out||This category of reports will keep a record of your employee's attendance only if the Clock In/Out feature is used. Please refer to the Staff Attendance article to learn more about it.|
To create a report, click on the '+' icon.
Upon creating a report, the Default template is applied to it.
If you would like to use a different template, click on Template.
Then, select your desired template from the drop-down list.
The template has been successfully applied, and you can continue to customize the report as you see fit.
We will mainly be using the three following buttons during report customization:
(a) Format cells
For selecting the value whose format you would like to modify
Used to set the alignment of the data
For selecting which character will be used as the thousand separator
For selecting which character will be used as the decimal separator
Used to set the amount of digits that should be shown after the decimal point
Used to set the symbol that should appear in front of the data (usually used on data that displays money)
Used to set the character/text that should appear when the value is NULL
Format as percent
If set to true, the percent sign will be displayed at the end of the data
(b) Conditional formatting
When creating a new report, there won't be any default conditions set.
In order to set one, click on any of the following buttons:
After clicking on one of the buttons, the following condition will appear:
Here's a table explaining each of the options:
|Condition (Green)||A. To select the value that you would like to set a condition for|
B. To set the conditions that must be met by the data before the format can be applied to it
[All values] [Less than] 
These options will apply a format to any data that has a value of less than 10
|Font (Blue)||For changing the format's:|
i. font style
ii. font size
iii. text color and background color
iv. The contents of this text box cannot be modified. It is used to view what the formatted data will look like.
|Others (Red)||a. Add a new condition|
b. Click on APPLY to save your changes; click on CANCEL to discard the changes
c. Delete the condition
Used to determine whether the grand totals should be hidden or displayed (for rows only, columns only or both)
Used to determine whether the subtotals should be hidden or displayed (for rows only, columns only or both)
For selecting the type of layout to be used:
Yes, expands downwards
Yes, expands to the right
No, all data is already displayed
|Grand Total location?|
At the bottom
At the bottom
At the top (below the Column's fields)
Fields are used to determine what data is shown in your report. The field option may look different depending on the layout you have chosen:
(a) For Compact form and Classic Form
(b) Flat form
Lastly, you can come up with your own values by clicking on Add calculated value (for (a)) or the calculator icon (for (b)).
The default time period set is Last 7 Days. Therefore, only data collected within the last 7 days will be shown in all the reports.
To change the time period,
1. Click on the following option
2. Select the time period you're looking for
In this example, This Month is selected
3. The time period has been changed
All data from the current month (February) will be shown
Note: Make sure the report you're working on has been saved before changing the time period, as changing the time period will cause the page to refresh, thus removing any unsaved data
To compare time periods,
1. Click on Add Period
2. Change the time period so that they no longer overlap
Period 1 and Period 2 both have the same time period
The report is working properly now that the dates do not overlap
3. You can now compare data from 2 different time periods
Note: If you have not added the Period field to either Rows or Columns yet, make sure to do so or else you won't be able to see the comparison
Turning a Report into a Chart
1. Click on Charts
2. Select the type of chart you would like to use from the drop-down list
3. Your report has been successfully converted into a chart
How to reveal the drop-down list for choosing a different Frequency Count
Note: To turn the chart back into a report, click on Grid next to Charts
Renaming a Report
You can change the name of a report by typing into the following text box.
Saving a Report
Once you're satisfied with the changes you've made, click on Save! to permanently save the report.
Deleting a Report
To delete an unwanted report, click on the red trash can icon.
A confirmation dialog will appear. Click on Yes, delete it!
A pop up will inform you that the configuration has been saved. Click on OK to close it.
The unwanted report has been deleted and can no longer be found.
Sales by Order No report is no longer there