Choosing what feeds your headline graphs

Sales → Reporting Settings on your organisation does two things: it picks the dashboard layout for your kind of business, and, under Sales platforms, it decides how each platform is treated in your reporting. Every platform has two switches, and they work independently of each other.

In top-line totals

This switch decides whether a platform's orders count towards the headline sales and quote figures: the graphs on the home page and the dashboards, and the totals and year-to-date charts in the weekly sales report. Turning it off does not hide the data. The orders still appear in Transactions, Sale Products and the detailed reports.

Shown in reports

This switch decides whether a platform gets its own row in the Where the sales came from tables of the weekly sales report. It is on for every platform until you turn it off. A platform that is shown but not counted appears in grey, marked Not counted in the totals, so the reader can see its sales without them being added to the total a second time. A platform that is counted but not shown still adds to the totals; it simply has no row of its own, so the rows will not add up to the total.

EXAMPLE: EZCATER ORDERS THAT ARRIVE IN TOAST

If your ezCater orders are also entered into Toast, set ezCater to Shown in reports on and In top-line totals off, and leave Toast on for both. The totals count each catering order once, through Toast, and the ezCater row shows how much of each tribe's week came from catering.

WHEN TO EXCLUDE A PLATFORM

A newly connected system you are still verifying, a platform that double-counts orders another one already reports, or a trial connection. Exclude it, satisfy yourself the data is right, then switch it on.

ezCater starts excluded

THIS IS THE MOST COMMON "THE REPORTS DISAGREE" CAUSE

ezCater is deliberately left out of the top-line totals until somebody confirms its figures. Until you switch In top-line totals on, its orders appear in every detailed report while the dashboard behaves as though they do not exist. If a tribe insists it sold more than the dashboard shows, check this screen first.

Changes are not instant

Saving tells you the main graphs will recalculate on the next run — that is overnight. The detailed reports change straight away, so for a few hours the two will disagree by design.

The report layout

The Sales report design setting decides which dashboard your network gets — the standard one, the food brand one built around trading patterns, or the agent layout. It changes the menu as well as the dashboard, so items appear and disappear when you change it.

If nothing is listed

Platforms appear here once one is connected to a tribe. An empty screen means no sales integration exists yet.