Using Avero's Report Generator
Available in: All subscription levels
At the top of every report page, you will find our Report Generator. The Report Generator allows you to select the information you would like to include in the report.
Please note: the options within the Report Generator vary slightly, depending on the report. Each report may have slightly different options available.
Below you will find descriptions for each part of the Report Generator to help ensure your Report includes the information you are looking for. This article will discuss the following topics:
- Selecting a Business
- Utilizing Date Filters
- Filtering by Revenue Center, Meal Period, and Order Types
- Utilizing Category Filters
Selecting a Business
If you have access to multiple businesses in Avero:
- You will see a business section within your Report Generator. If you're in a group level report, you will have the option to multi-select businesses. If you're in an outlet level report, you will select only one business.
If you only have access to one business in Avero:
- You will not see a business section. If you do not see a business here that you should, reach out to your business's admin to adjust your access.
Utilizing Date Filters
There are different types of dates you can run reports for in Avero. The three main categories are Date Range, Trend, and Comparison reports. Below you will find three corresponding sections walking through each one.
Running a Date Range Report
Running a report for a range of time will total the sales from that time frame on your report. There are a few types of date range you can select. A Date Range report lets you select as many metrics as you want.
- Date allows you to enter a custom date range. So if you want to see a report for a specific time period click Date and then select the start and end date of the report.
The next few options are called Dynamic Date Ranges. These are important when you are scheduling reports or adding them to your Dashboard.
- Yesterday is the default selected on all reports. It will always show you what happened yesterday which is the most recent data available on Avero's Web Platform.
- WTD, MTD, YTD are also dynamic and will always reflect to date. Whether that is Week to Date, Month to Date or Year to Date.
Below are a few more choices that will allow you to select a few time frames to include. You can choose a certain mix of Weeks, Months, FPs (Fiscal Periods), or FQ's (Fiscal Quarters).
Running a Trend Report
Using Trend date filters lets you compare sales side by side, selecting up to 3 metrics.
- Standard: This is the most common way to run a Trend report. Using the drop-down menus you can choose to compare up to 52 like time periods. Say for instance you want to know if you should close on Mondays. Run a trend report for 52 Mondays to analyze your Monday business.
We'll default to show the end date of the report as yesterday unless you select the box to enter a custom end date.
- Custom: Choosing to run a custom trend report lets you compare non-sequential or unlike time periods. Maybe you want to analyze the first week of the month. Choose custom to select the first week of the last six months for this report.
Running a Comparison Report
Looking to compare YOY? Use the Comparison date filter and select up to 3 metrics.
- Standard: Using the Standard Comparison date filter lets you see your sales performance year over year. You are able to see Daily, WTD, MTD and YTD comparisons in one report. Just select the time frames you are interested in comparing.
- Custom: Using a Custom Comparison you can select any two timeframes to compare against the figures for those periods in the previous year.
Scroll down to choose if you'd like to compare the same days or the same dates of your custom entries.
Filtering by Revenue Center, Meal Period, and Order Types
After selecting the Date filters you can choose to drill into sales by Revenue Center, Meal Period, or Order Type. These filters are reflective of your POS configuration.
Example: If you have Bar and Dining Room configured in your POS, those will be your choices for revenue center within Avero. Likewise, if your servers can ring in food To-Go versus Dine-In, those will be your choices for Order Type within Avero.
Utilizing Category Filters
The category filters allow you to break down your sales by sales categories. These are defined in levels:
Global Categories are the most broad category type. These categories give you the truest birds-eye view of your Food -v- Beverage business. When you install Avero your POS categories are separated by Food or Beverage.
Major Categories are defined in your POS and are likely reflective of the different items you sell. For example, Beer, Wine and Liquor might all be Major Categories.
Minor Categories are also defined in your POS. These will be more specific. Minor categories might be things like Appetizers, Red Wine, or Draft Beer.
Custom Categories are designed by you in Avero. This allows you to include any mix of products from your predefined POS categories. Do you have a prefix menu that you'd like to isolate? Use custom categories to define a Prefix category for reporting.
Avero operates worldwide and is capable of displaying revenue in local currency or converting sales reports into another currency for analysis.
Locate ‘Currency’ on the far right of the Report Generator. If you don’t see it, expand ‘More Filters’ on the right to display all filters.
The local currencies of each business included in the report will be displayed and you can select one currency to have all reports converted into that currency so that you are comparing like revenues. When selecting to convert currency you will be permitted to choose between current daily conversion rates (pulled in similar to how we pull in daily weather) or select a fixed rate if you always want to convert your currencies uniformly throughout the year or are running for a long time period or comparing Year Over Year, for example.
If you have locations in both the US and Canada, for example, you can select a revenue/sales report to display:
- Each business in their local currency, in this example some businesses will display USD and some CAD, which will be distinguished in the report like so:
- NOTE: When different currencies are used in one report, Total and Average functions are disabled
- All businesses can be displayed in USD
- All businesses can be displayed in CAD
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