Make Smart Decisions by Using Reporting and Analytics

The MicroBiz dashboard provides a current snapshot of key metrics of your business. Use our standard dashboard to view sales, cost and profitability metrics at a glance, or can add additional widgets to the dashboard to show the metrics most important to your business.

Ways our reporting and analytics features can improve your business

View key metrics from the dashboard

Use the management dashboard to view sales, cost and profitability metrics at a glance

Analyze relevant data and trends

The wide variety of pre-configured product, sales and customer reports supports smart decisions

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Drill into data with sorting and filtering

Columns can be sorted with one click and drop down filters enable the drilling into the most relevant data

Export report data to PDF and CSV files

Export most report data with one click into a CSV file or data analysis or a PDF file for better printing

Popular Preconfigured Reports

MicroBiz comes with a variety of pre-configured allowing you to better understand your business. Quickly view standard reports on hot selling items and slowest moving items. Generate pre-configured reports showing your best customers as well as your most productive salespeople. These standard reports include settings to view different store locations, date ranges, etc.  Report categories include:

– Transaction reports – Order reports
– Register reports – Sales reports
– Inventory reports – Tax and audit reports

Customizable Sorting and Filtering

Reports allow you to select data by store and date range. Columns in MicroBiz can be sorted with one click and include drop down filters that enable you to drill into the most relevant data. You can search for exact matches of products or IDs, or whether a field contains a certain word or number. Want to show a report that shows the sales of any type of ‘red jacket’ over the last week? No problem with MicroBiz.

Export Report Data to PDF and CSV Files

You can export your report data with one click to a CSV file, allowing you to open and modify data in Excel or similar spreadsheet. Many reports also have the option to export to a PDF file for easier printing.

Data Drilldowns

Most reports include blue hyperlinks that allow you to drill down into more detail on the line items.  For example, you can be taken to the product record with one click from product level reports.  The Sales by Category report lets to drill into sales by sub-category by clicking on the category sales numbers.  This allows you to see additional financial or product detail without needing to generate an additional report.

Multi-Store Reporting

All reports include toggle and filters, allowing you to view a single store, all stores or any combinations of stores.  This flexibility gives you the data to make smart decisions.

 

FAQs

Q. What if I need a report not shown on your report menu?

A. Please contact MicroBiz sales. The current set of reports cover the most  business activities in a retail business – and are very flexible and configurable. There may be a way to use optional columns of data and filters in an existing report to generate the data or analysis that you are seeking.  We would also like to learn more about your needs in the event that we could modify an existing report or create a new report. 

Q. Where else can I find the data that I am looking for?

A. Many summary grid tables can be exported as a CSV or PDF file. In addition, there is additional summary data that can be viewed on screen from the front end and back end screens. 

Q. Can I customize reports?

A. Reports in MicroBiz Cloud includes the ability to configure what columns appear in our pre-configured reports and a variety of filters to select what data appears on the report.  But, we do not support a sophisticated report writer that would allow you to create custom report from scratch.

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