Overview

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
- How to change time periods
- How to compare data from 2 different time periods
Converting a report into a chart
Renaming your report
Saving your report
Deleting a report

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.
Sales Consumption	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.

Creating Reports

To create a report, click on the '+' icon.

Report Templates

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.

Customizing Reports

We will mainly be using the three following buttons during report customization:

Format

(a) Format cells

CHOOSE VALUE

For selecting the value whose format you would like to modify

Text align

Used to set the alignment of the data

Thousand separator

For selecting which character will be used as the thousand separator

Decimal separator

For selecting which character will be used as the decimal separator

Decimal places

Used to set the amount of digits that should be shown after the decimal point

Currency symbol

Used to set the symbol that should appear in front of the data (usually used on data that displays money)

Null value
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 For example: [All values] [Less than] [10] 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

Layout Options

GRAND TOTALS

Used to determine whether the grand totals should be hidden or displayed (for rows only, columns only or both)

SUBTOTALS

Used to determine whether the subtotals should be hidden or displayed (for rows only, columns only or both)

LAYOUT

For selecting the type of layout to be used:

	Compact form	Classic form	Flat form
Expandable?	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)

Samples:

Compact form

Classic form

Flat form

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

Fields are selected from All Fields.

To use a field, you can either check its checkbox or drag it to Report Filters, Rows, Columns or Values.

Below are some pictures to help you see where each data goes:

For Classic form

For Compact form

(b) Flat form

To show a field for Flat form reports, check its checkbox.

You can arrange the fields' sequence by dragging them. The field at the top in the Fields menu is also the field furthest to the left in the report.

You can filter out any unwanted data by clicking on the field name.

Lastly, you can come up with your own values by clicking on Add calculated value (for (a)) or the calculator icon (for (b)).

Time Period

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

Frequency Count

Represents "Σ Values"
Only one field from "Σ Values" can be shown at a time
Can be changed by choosing a different field from the drop-down list in the top left corner