The Dashboard has been broken down into 3 sections to explain what each area is used for. 

  • Data Filters
  • Key Performance Figures
  • Data Performance Table

Data Filters


If a field is left blank this will automatically choose all options available.

The search will only return up to 10000 lines of data. If your search exceeds the limit a notification will display. 



From Date

Pick a Start Date.

To Date

Pick an end Date.

Shops

Choose from your set list of shops. 

Vendor

Select specific or all vendors available.

Shop Group

Choose a group of selected shops.

Company

This can be used if a Tenant has multiple companies within Imagine.

Hierarchy

This is to narrow down a category as required by only one level.  

NOTE: You can narrow down Hierarchy Levels further by using the Column Chooser.

Clerks

Use to narrow down to a specific Clerk member or all Clerks available.

Customer

Select a specific customer or a collection of specific customers.

Type

Choose between Sale or Return

Receipt

Use the saved receipt number to narrow down to a particular sale/return.

NOTE: Using the Receipt Number will override all other fields.

Group by Columns

Group by Columns - This is used when grouping column Headers. For more information see Grouping Categories.

NOTE: If you press submit without selecting a number of columns you will receive a warning.


 This will fetch the data *if available.

Saves Report's, this will also save the format you have configured. 

To review past saved reports.


Key Performance Figures

These are static boxes of overall information from the data shown in the Data Performance Table.



Sales

This is an overall figure for sales within the table.

Sales Ex Tax

This is an overall figure for Sales Excluding Tax.

Tax

Total Tax figure from the data in the table. 

Qty

Overall Quantity of items generated within the data.

Cost

Overall costing of outgoings that are not sales through the till. i.e postage.

Discount

Overall discount applied across all sales.

Profit

Overall Profit figure. 


Data Performance Table


The table shows the data of which information you have selected from the fields above, you can modify the way the information is displayed. 


Column Chooser -  This will bring up a list of options to add or remove columns.

Export All Data - This will export the data to an .xlxs file for use. There is no option to print directly from this page.