Presentation on theme: "Reports PowerPoint Presentation Prepared by NFS Please follow the instructions at the top of each slide. Click anywhere to begin."— Presentation transcript:
Reports PowerPoint Presentation Prepared by NFS Please follow the instructions at the top of each slide. Click anywhere to begin
Reports 1. Reports Direct from the Console 2. Live Dashboard 3. Business Intelligence
Reports Direct from the Console Retail Sales Report
Click on the Retail Management module at the top of the screen
Notice the help and reports on the right-hand side change dynamically as you click. Now in the reports section, click the + symbol next to sales
Click the Advanced Account, Stat & Class Report
Notice how you can filter by date right down to specific items and vendor. Now click the Stat Code magnifying glass
Notice how you can select individual items for the report by ticking the boxes. Now click OK
Now click the file icon
Notice you can export this report in multiple ways. Now click close
Click preview to see the report. Notice you can change how the report is sorted, and if you want full detail or just a summary report.
Example selection of retail items. Again notice how you can also export this information direct from the report itself
Reports Direct from the Console F+B Sales Report by Time
Click the F+B Management module button at the top of the screen
In the report section, click the + symbol next to the sales
Click the Sales by Time report
Notice how you can filter date and day of week. Click anywhere
Notice how can you filter start, end times and time interval. Click anywhere
Notice how you can filter by employee, items and A/C codes. Click Preview
Notice how for the filters imposed you can obtain key information. Including number of transactions against hourly time period, value of those sales and the percentage of those sales to show busy periods
Reports Direct from the Console The previously shown reports in this section of the PowerPoint presentation are just small examples of the powerful reporting suite within IBS. We have 100s of built- in reports based on requests from over 1000 golf clubs, some of which are standard and some which can be customised. All can be accessed easily, have multiple filter options and can be exported in a number of ways.
Reports Live Dashboard
Click on Launch Dashboard
Your own personal dashboard is associated with your login details and follows you no matter which PC you log in at – Click the red bar on the left-hand side
Notice how this action gives you the actual value associated with that employee’s sales. Click on chart manager
Chart manager is the easy way to design your own dashboard and reports. Pick from a multitude of available reports and use the arrow keys to move them to selected charts area – Click OK
You can have up to 8 reports in your personal dashboard and arrange them how you prefer. Click Sales by Account Code (stacked bar)
Click the set up spanner icon
Notice you can filter the dashboard report by date range. Click anywhere.
Notice you can filter the bar chart by timescales. Click anywhere.
Notice how you can filter by departments or combine departments. Click anywhere
Notice how you can filter by picking specific account codes. Click OK at the bottom of the screen
Set your refresh rate and the dashboard will pull the live data every 10 minutes giving you a personalised live dashboard
Reports Live Dashboard The previously shown dashboard in this section of the PowerPoint presentation is customisable and personal to every employee. The reports range from employee sales right through to tee time reports.
Reports Business Intelligence
To use our business intelligence tool we have written an “Add-In” for Excel. Click the Add-Ins tab at the top of the tool bar
Click the BI tab
You then have the option to export literally any data from the system database and BI will compile it into readable reports and graphs, with the ability to consolidate across all of your club or group’s departments – these reports are 100% customisable.
Reports Business Intelligence Flash Report
This a an example of a corporate flash report based on rounds and green fee values for all courses on a daily, weekly and monthly basis – Click within the red circle to zoom in.
Easily select new dates in the area marked by the red arrow to instantly change the real-time data. Click inside the red circle to zoom in.
You determine what rounds you want to view by picking the member type, customer type, player type and related green fees to get a custom report.
The equivalent flash report data is automatically put into graphical formats. Click the red circle to zoom in.
Click within the red circle to zoom in further
The graphs represent a club or group with multiple courses, how many rounds played and the value, as green fee revenue.
This pie charts report consolidates the flash report data information over all of the departments. Click the red circle to zoom in.
Easily determine the average spend of each customer by department.
Reports Business Intelligence Tee Time Analysis
Select how you wish to view the data, choose the course and enter the date range you require. Click anywhere.
Easily break down tee time reports at the click of the mouse. Click anywhere.
Break them down further by reservation source. Click anywhere.
Tee Time report by Day of Week. Click anywhere.
Tee Time report by time slot. Click anywhere.
Then consolidate the two reports by Day of Week and Time Slot. Change these filters to instantly change the real-time data. Click anywhere.
View any of these reports in traditional table format also
Design your own bespoke reports. Change the filter in the red circle to instantly change the real-time data by day, week, month to date and year to date
Reports Business Intelligence The reports shown in this Business Intelligence PowerPoint are completely customisable. BI will allow you to report on any data from within the system database and manipulate it how you want. The examples in this presentation are just a few of the combination of reports available with this unique tool. All reports, once set up, are easily saved, accessible and use real-time live data.