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Average Data Analysis Report

You can view transactional sales data and wage across the days of the week

triSaaS Support avatar
Written by triSaaS Support
Updated over 9 months ago

What is an Average Data Analysis report

This report allows you to review the transactional sales data and labour cost across the days of the week or selected trading period.


How to export an Average Data Analysis report

  1. Go to the configure portal.

  2. Head over to Reports.

  3. Select Average Data Analysis that sits under Financial.

  4. Select the date range and the locations that you wish to view. Optionally, you can apply a trading period.

  5. Click on the Run button.

  6. Make sure the expected information appears in the on-screen report, and then click Download to export the data in the Excel spreadsheet.


How to schedule an Average Data Analysis report

Scheduled reports can be set to automatically send to the relevant members via email, keeping them informed and ensuring that no one misses important information.

  1. After running the report, simply click Schedule.

  2. Give the report a title.

  3. Select the suitable frequency and time.

  4. Enable the report attachment if required. This allows recipients to view the report directly without having to log into Rota King, provided the report size is under 10 MB.

  5. Add email addresses.

  6. Click Save.

To make changes to a scheduled report, navigate to the Scheduled Reports section under Reporting, select the report you wish to modify, and edit it as needed.

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