My Dashboard - Historical is a customizable trend analysis report. This report allows you to select from a list of key performance indicators (KPIs) to create unique analysis reports to suit your needs. All changes you make to dashboard views only impacts yourself and doesn’t affect other people or other areas of CLEARVIEW.

The following information is displayed in the report for the Area*, Store, Period and Comparison Period selected:

The Default View for My Dashboard - Historical (if you select Default from the View drop-down list) provides a detailed view of your business KPIs including Sales, Transaction Count, Average Check, Labour Cost and Food/Paper Cost. These are certainly not the only KPIs that matter and might not even be important to you. CLEARVIEW has hence provided you with the capability to create your own custom analysis reports (called Views) with the KPIs that matter most.

TO VIEW A MY DASHBOARD - HISTORICAL REPORT:

  1. Open the My Dashboard - Historical page.

  2. Select the Area* and Store for which you want to view the report from the drop-down list(s).

  3. Select the Period for which you want to view the report from the drop-down list.

  4. Select the specifics of the period* (Date*, Year*, Week Ending*, Month*, From*, To*, Up To*) from the drop-down list(s).

  5. Select the Comparison Period* from the drop-down list.

    The Comparison Period drop-down list is not available if the Period selected in step 3 is Daily.

    Like Days Last Year* will include the days (starting and ending with the same day of the week as the selected Period) nearest to the selected Period last year.

  6. Click on the Go button.

  7. Select the report you want to view from the View drop-down list.

  8. Click on a widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable. to display its details in the Trend graph and Breakdown* graph.

TO CREATE A NEW MY DASHBOARD - HISTORICAL REPORT:

  1. Open the My Dashboard - Historical page.

  2. Click on the Add button.

  3. In the Add View window:

    1. Enter an easily identifiable name in View Name.

    2. Place a checkmark next to Default if you want the report you are creating to open by default each time you open the My Dashboard – Historical page.

    3. Click on the desired KPIs from the Available KPI’s column (left pane) to add them to the Selected KPI’s column (right pane).

      • Once selected, you can organize the KPI’s by clicking and dragging them to the desired order.

      • Click on the X to remove a KPI from the Selected KPI’s list.

    4. Click on the Save button to finalize the view and generate your report.

      Your created view will appear in the View drop-down list.

TO EDIT A MY DASHBOARD - HISTORICAL REPORT:

  1. Open the My Dashboard - Historical page.

  2. Select the report you want to edit from the View drop-down list.

  3. Click on the Edit button.

  4. In the Edit View window:

    1. Make the changes desired (see To Create a New My Dashboard - Historical Report for more details).

    2. Click on the Save button to finalize the view and re-generate your report.

TO DELETE A MY DASHBOARD - HISTORICAL REPORT:

  1. Open the My Dashboard - Historical page.

  2. Select the report you want to delete from the View drop-down list.

  3. Click on the Edit button.

  4. Click on the Delete button in the Edit View window.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.