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How to Generate KPI Reports
How to Generate KPI Reports
Mahdi Hussein avatar
Written by Mahdi Hussein
Updated over a week ago

Key Performance Indicator, as the name suggests, illustrates how well things are going internally.

  1. To begin, click on Reports. This is the 2nd option on the menu

2. Click on KPIs Reports

Select KPIs Report from the pop-out menu

3. Change Selected Stores

In order to generate a report, you must first set a couple of conditions:

Selected Store(s)

Reporting Period

If you have multiple stores connected to your Petro Outlet platform, you can generate a report that combines data for all of them or you can run reports for each store, individually.

  • Individual Store Report

Click on Change Selected Stores. Select the specific store and save changes.

  • Multi-Store Report

Click on Change Selected Stores. Select the checkbox across from “Name” to select all the stores on your platform. Save changes.

4. Set Reporting Period

Next, you will set the time period you wish to view data from.

You can choose between cashier shifts or set a custom time range.

  • Cashier Shifts

From the drop-down menu, select the desired shifts.

Screen Shot 2021-05-08 at 4.20.08 PM
  • Custom Time Range

With the Custom Time Range feature, you have the option to pull data by date & time (the hour)



5. Report Overview

Once you have selected the above conditions, your report will generate. A detailed summary of operations will display.


Primary Methods of Payment – Overview of Main Payment Methods

Secondary Methods of Payment - Further breakdown of Payment Methods

POS Alerts – Error Detect/Correct

House Accounts – Companies you're contracted with

Transactions based on the reporting period:

Registers & Cashiers

Data that appears here is generated based on your search criteria. This can be manually adjusted

Here's how you can modify this section. On-screen stats will update accordingly

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