Push Reporting with Franchise Grouping
- Christopher Patac
This page provides detailed information and instructions on how to generate and retrieve reports through Advanced LaundryCard Live directly, both in real-time and as scheduled events.
Introduction
Reports: The pivotal tools in any business operation. Conventionally, users would need to access an X-Changer to retrieve, download, and print reports. With an Advanced LaundryCard Live subscription, the following reports can now be generated from the LaundryCard Live site by administrators / managers with certain Reports Permissions enabled:
Collection
Credit Card Transactions
Employee Hours
Totals
Accessing Reports
To reach the above Reports page, simply click or tap the three-bar menu button on the top-left of the LaundryCard Live page once logged in.
From here, you may select from one of the available report types to continue.
Date Range Reporting
Collection, Credit Card Transactions, and Employee Hours
For real-time reports to pull for any available date range, Collection, Credit Card Transactions and Employee Hours reports can be selected for one/many/all locations and set based on a pre-set date range or any custom set range of dates as selected in the popup calendar upon clicking or tapping the Date Range field.
Once parameters are set, selecting the Go button will generate a report specific to the parameters chosen:
Report Examples | |
|---|---|
End Date Reporting
Totals
Meanwhile, Totals Report generating in real-time allows users to set an end date for when the report should stop as its up-to-date end transaction point. Additionally, for Totals Reports specifically, you can select whether to show individual machines' performance vs. a combination of equipment types to help isolate whether one or multiple machines may be used more by customers than others.
Aggregate Reporting
As highlighted in Date Range Reporting, the amount of locations that can be generated in a report can be any number combination. When more than one reported location is selected for generating, the Live system not only generates reports for each individual franchise store, but also the combined reporting of multiple or all stores as its grouped whole, if more than one store (up to as much as every store available to the user) was selected in the Locations field.
Scheduling Reports
With each selectable Report, upon clicking / tapping the Schedule button, the scheduling menu will appear.
This allows users to set the following scheduled reports:
How frequently ('X' amount of Day(s), Week(s), or Month(s)) recipients should receive reports, down to the exact minute of a chosen time,
The time-frame being generated (from Time of Report to as far back as Start of Month),
Location(s) to choose to generate both individual franchise and combined group reports, and
Which Recipient Email(s) (separated by comma) will be receiving these schedule reports.
More than one report can be set for any of the available reports to one or many Email addresses at the same or any other random interval.
Report Name vs Report Type
Clicking the Schedule button will auto-populate the Report Name with the valid report type and is editable. While the available fields look the same throughout all reports, the system remembers the Report Type selected for scheduling.
When at least one (1) report is set up for future email delivery, the Report Schedule page will become available.
Scheduled Reports will, then, become available by navigating back to the Reports page and selecting the View Scheduled Reports banner above the selection of report types available.