This document will provide guidance on running reports from Polygon Central.
Running Reports
The Reports provided by default in Polygon Central are additional to the Reports that are available in Polygon POS Management. You can also adjust and save existing reports to create your own custom list. Polygon Central is a good way to provide access to reporting data for people in your business who do not otherwise need to access the back-office applications.
The Dashboard is useful as a quick reference tool, especially for users who are not often working within the stores.
To run a default report
1. Go to Reports in the side menu, click on a Report Category:
- KPI Reports: Includes information from POS Sales, Staff Clock On/Off, POS exceptions data
- Loyalty Reports: Includes information from Member Sales, Member Registrations, Coupon Redemptions
- Data Reports: Includes list information, generally used as reference data for external systems eg. POS Locations list, PLU List, etc
2. Click on ‘Select a Report’ and choose from the default list.
3. The selected report will run automatically with Date filter set to Today. The default columns, sorting and grouping will be displayed.
To adjust or customise the data that you are viewing, click the Report Settings icon (marked as point 3 below):
4. To view data from previous days:
- Scroll down to Filters
- Change the Date value, or Add a second Date filter to define a Date Range as per example above.
The report settings may also be used to add more fields to the existing report structure. For example: add the Store Name field to have the current data broken down per store.
5. Press Apply Changes to see the updated fields and filtering options reflected in the report. Press the Report Settings icon again (point 3) to close the settings and view only the report.
6. After making adjustments to the current report, there are six options available using the icons at the top right:
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Refresh the data for the current report, to include any recently processed sales |
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View the report in table format |
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View the report in graphical format |
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Download the current data as sales_report.csv into default downloads directory |
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Save the current report structure as a new custom report – see next section for details |
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Add the current report as a new widget on your Dashboard – see next section for details |
To save or share a custom report.
1. Run any report as per steps above.
2. Press the Save icon in the top right
3. Complete the form as required. Defining a custom Report Category will add a new option to your side menu under Reports
4. To add the same report for other users, select Share by user or by role
NOTE: you can only share a report with a custom Role to which you are already assigned. Contact Redcat Support if you require further assistance with this.
5. Press Save As to complete