Stay miles ahead with powerful, effortless reporting.
With a Kounta Insights - Custom subscription you can customise your own advanced reports to uncover a wealth of powerful and profitable insights on trends and other hidden growth opportunities. Create interactive dashboards that directly answer your most critical questions.
In this guide, we’ll take you through the terminologies you’d want to first be familiar with. Whether you’ve had experience using analytics software or none at all, you’re in the perfect place to start.
What’s in this guide?
Basic Terminology of Kounta Insights
Spaces - Like folders, these can be shared or private. This is where you’ll find Looks and Dashboards.
Dashboard - A collection of tiles and/or Looks. Kounta Insights comes with access to 20+ pre-built ready to use dashboards
Looks - A single report. These reports can be embedded into dashboards.
Tiles - A single report (look) that is customised to be unique for a single dashboard.
Filters - Interrogate your data by filtering your reports & dashboards These filters restrict the data displayed based on criteria you specify. For example, you might want to filter the results to show only the last three months, or to a specific store’s sales.
Date filters allow you to choose to display data from “complete” time periods and regular time.
For example - ‘last 1 complete week’, will display data from the last fully completed week Monday - Sunday, whereas ‘last 1 week’ will display data from the current week to date.
Note - Default reports and dashboards have needed filters to be filled before they will run the data properly.
Explores… “Build from”
Explores are the sets of data from which you can build reports. The data currently available in Insights are;
1. Sales - Used to create an overview report (with no per product granularity) of sales with the following data points:
- Sales history, Sales type, Staff
2. Sale Details - Used for a more granular sales report with the following data points:
- Product, Receipt line ID, Source (site, staff, register), Course name, Price adjustment/promotion applied, Category, etc.
3. Deleted Orders - Used to create a comprehensive report on deleted orders with the following data points:
- Deleted orders history (date, day of the month), and Source (site, staff, register),
4. Payments - Used to create a comprehensive report on payments with the following data points per payment type:
- Tendered, Amount, Source (site, staff, register), Tips, etc.
5. Reconciliations - Used to create a comprehensive report on reconciliation with the following data points:
- Reconciliation history, Reconciliation source (staff, register), Amount recorded, Variance, Tips, Payments, etc.
6. Wastage - Used to create a comprehensive report on wastage with the following data points:
- Wastage history, Source (site, staff), Wastage quantities, Products, and Cost of wastage
7. Purchase - Used to create a comprehensive report on purchase with the following data points:
- Purchase history, Source (site, staff), Purchase number, Status, Supplier, and Purchase trends
8. Open Orders - Used to create a comprehensive report on open or pending orders with the following data points:
- Open orders history (date opened, date last modified), Source (site, staff, register), Customer associated, and Payment type.
Measures & Dimensions
Measures - are numerical values that mathematical functions work on. For example, a sales revenue column is a measure because you can find out a total or average the data.
Dimensions - are qualitative and do not total a sum. For example, Site Name, Product Name, and Date (even though it’s a number) are dimensions.
Frequently Asked Questions
Can I reuse a Look for more than one dashboard?
Yes you can. Saving Looks to a dashboard is covered in this separate guide.
Can I edit a Look after it is saved?
Yes you can. This will be covered more in a separate guide.
What's my next step?
Now that you have the basics covered, you can start creating your own custom reports and dashboards with Kounta Insights.
Still needing to navigate through Kounta Insights better? Our guide on Getting around Kounta Insights will be helpful if you are just starting out.