The Reports screen in VendSoft provides valuable insights into your vending operations, helping you make informed decisions based on detailed data. The list of the reports on the screen is divided into two primary sections:
Sections
1. Trips Data
Reports in this section display data that has been manually recorded by creating trips from the Trips screen.
2. Telemetry Data
Reports in this section present data automatically received from credit card readers. This allows for real-time and accurate tracking of sales and machine performance.
Key Features
Section Chooser
Located in the top left corner, the section chooser dropdown lets you filter reports by their origin.
By default, the dropdown displays All Reports, but you can switch to show only Trip Reports or Telemetry Reports.
Favourite Reports
You can create a personalized list of favorite reports by using the star icon at the top left corner of each report.
Clicking the star icon marks the report as a favorite.
To view your favorite reports, select the Favourites section from the section chooser dropdown.
Period Filtering
Use the period chooser in the top right corner to filter reports by time periods.
Predefined periods include:
Today
Yesterday
Past 7 Days
Past 30 Days
Month to Date
You can also set a custom date range by selecting Custom Range.
Advanced Filters
Press the Filters button in the top right corner to apply additional filters.
Available filter options include:
Location
Machine
Route
Product (only available for certain reports)
Export Options
Export reports in your preferred format for further analysis or sharing.
Click the Export button in the top right corner to export reports as Excel or PDF files.
Tips for Effective Use
Regularly review both Trips Data and Telemetry Data to ensure accurate tracking of manual and automated activities.
Use the Favourite Reports feature to quickly access your most-used reports.
Combine filters such as period, location, and product to create highly targeted reports.
Export key reports to share insights with your team or stakeholders.
The Reports screen empowers you to keep your vending operations data-driven and efficient. Explore its features to unlock deeper insights!