Key Steps
Accessing clickBACON Reporting Page:
From the sidebar, under analytics, click on the reports button.
Alternatively, if on the dashboard, click on the reports button to navigate to the reporting page.
Selecting Restaurant Summary Report:
Within the reports page, locate and select the restaurant summary report for detailed insights.
Setting Up Current View:
Choose from prebuilt filter ranges or select date options.
Specify display frequency (daily, weekly, monthly, quarterly or total).
Click on "Load Report" to update preferences and filters.
Comparing to Previous Period:
Toggle on compare mode.
Choose comparison criteria (previous year, previous period, budget).
Select to display percentage change, dollar change, or both.
Click on "Load Report" to view current and previous period data with changes.
Saving Reports:
Save the report for frequent use by entering a name and clicking on save.
Access saved reports under "My Reports" in the report section.
Use the flag button to mark favorite reports for quick access.
Enhancing Accessibility:
Click on the icon to add the report to the dashboard for quicker access.
Cautionary Notes
Ensure accurate selection of filters and comparison criteria to avoid misleading data analysis.
Save reports with clear and identifiable names to easily distinguish them.
Tips for Efficiency
Utilize the favorite report feature to prioritize frequently accessed reports.
Add important reports to the dashboard for immediate access without navigating through the reporting section.