Introduction to Actionable Insights
Actionable Insights is the new reporting system that allows you to view data across all of your locations. You can use Insights to accomplish the same tasks and capture the same analytics as many reports, with these added benefits:
- View data across all of your locations.
- Filter the information you see for just one or a few of your locations.
- View graphs and charts to see trends and information at a glance.
- Export the reports to further analyze your data in a spreadsheet.
Transition to Actionable Insights
| Previously, you might have used the reports under Reports > Other to get the information you need to run your store. You can still view the legacy reports any time by selecting the report you wish to view from the Insights menu. Many of our Actionable Insights offer the same information as legacy reports, and more, so why not try Actionable Insights instead? | |
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If you currently view a list of paid ins and paid outs for your Registers from the Paid In/Out Report, or you view a breakdown of the financials related to drawers so you can reconcile sales and investigate discrepancies from the Shift report ... |
Try the Cash Drawer Insight instead.
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If you currently view the total value of your inventory on the Inventory Value report ... |
Try the Inventory on Hand Insight instead.
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If you currently view a list of adjustments so you can correct adjustment mistakes on the Inventory Adjustment report ... |
Try the Adjustments Insight instead.
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If you currently view information about received inventory grouped by Barcode (SKU) on the Detailed Manifest report ... |
Try the Manifests Insight instead.
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If you currently view information about received inventory grouped by manifest on the Manifest Summary report ... |
Try the Manifests Insight instead.
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If you currently view a comparison of your sales alongside the wholesale cost so you can decide what to stock and how to price Products on the Profit report ... |
Try the Product Profitability Insight instead.
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If you currently view estimates of how long stock levels will last and when to reorder on the Re-order report ...
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Try the Reorder Suggestions Insight instead.
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If you currently track trends in your sales data over time on the Performance report ... |
Try the Business Snapshot Insight instead.
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