Within the Centegra Plus platform, you'll discover a range of useful reports to gather essential data for your business. Explore various sales reports and interactive dashboards that make it easy to keep tabs on your sales performance.
Additionally, find reports that assist in tracking your inventory, understanding your revenue performance, and efficiently managing your day-to-day operations.
Accessing these reports in Centegra Plus is a breeze on any device. For added convenience, you can set them up to be periodically emailed, ensuring you stay on top of things without any hassle.
Available Reports & Dashboards
There are many reports available within the Reports & Analysis section of Centegra Plus, categorised into the sections as summarised below.
In-depth reports providing a comprehensive view of sales data across various dimensions.
Analytical reports facilitating the examination of received payments.
Reports designed to facilitate the analysis of potential business losses.
Dynamic reports within Centegra Plus, featuring the capability to update information as needed to manage your operation.
|Custom Reports & Extracts
Tailored reports and extracts, crafted to suit your company's needs. For further details, please Contact Centegra.
|Customer & Loyalty Reports
Detailed reports on Centegra Plus accounts and loyalty transactions, enabling the tracking of customer spending patterns.
|Revenue Management Reports
Insightful reports for subscribers to Revenue Management, offering a thorough view of revenue performance.
|Inventory Management Reports
Informative reports tailored for Inventory Management subscribers, providing a comprehensive overview of inventory performance and facilitating effective management of inventory products.
|Site Period Result Reports
Reports designed to facilitate the analysis of inventory and/or revenue performance on a site-specific level.
|Company Period Result Reports
Reports tailored for company-wide analysis, enhancing visibility into inventory and/or revenue period performance at the organisational level. These reports offer valuable insights, enabling understanding of performance across multiple sites within the company.
Each report has a variety of Report Filters available to help customise the output of the report to best suit your needs. Reports can also be:
There are also various dashboards available which present a snapshot of data at any given point in time:
Tailor your personalised dashboard with a variety of Dashboard Widgets to suit your unique preferences and needs.
|Like For Like Dashboard
Effortlessly compare today's sales with yesterday, last week, and last year in real-time for a comprehensive performance analysis.
Gain insights with a monthly overview capturing daily sales snapshots.
The output of each report may vary, but there are consistent features to note across all reports.
Each report includes a Filter Form section where you can set Report Filters before running the report. Additionally, you have the option to Create A Saved Report once the initial report is loaded for quick access in the future, or for scheduling the report to email out periodically.
Moreover, there is an Export Report section for emailing and exporting the report, as detailed in the Report Exports section below. Both the Filter Form and Export Report sections can be expanded or collapsed by selecting the respective section header.
Many reports also have segmented output, allowing you to expand or collapse specific sections for a clearer view. It's worth mentioning that certain reports offer an initial data summary. You can use the '+' symbol to drill down into a more detailed level of information.
When dealing with reports, you have the option to export data in either PDF or CSV format. After loading the report, you can open the Export Report panel and choose the desired format.
If you need to share the report immediately, there's an option to email it. Just enter the relevant email addresses, select the format (PDF and/or CSV), and hit [EMAIL REPORT]. You can also include a custom message in the email if needed.
It's worth noting that if you want the detailed data from the on-screen view to be part of the export, make sure to run the report with the "Show Detailed" Report Filter activated. Otherwise, the exported file won't include the finer details visible on the screen.