Setting Up Reporting Groups
See trends in your sales data much faster with Reporting Groups. Reporting Groups on Kounta Insights offers a mutually exclusive way to aggregate data - showing you a clear sales breakdown.
This guide covers how to assign reporting groups and maximise them on Kounta Insights.
What’s in this guide?
Before you begin
You would need:
What are Reporting Groups
Reporting Groups vs. Categories
Reporting groups are mutually exclusive because they are meant to aggregate data on product sales. Categories are not mutually exclusive - one product could be in multiple categories - unlike reporting groups. This means that Sales-by-Category (in reports) is more of a measure of how the category performs than a breakdown of product sales.
Reporting Groups vs. Tags
Just like categories, tags are not mutually exclusive and therefore are not dedicated to reflecting a sales breakdown. Tags are used for searchability purposes and for filtering through basic reports in the Reports Page of the Kounta Back Office. Tags are not in Kounta Insights.
Create and assign Reporting Groups
1. From the Products page in the Kounta Back Office, select Reporting Groups
2. To create a reporting group, select Add Reporting Group
Note - You can delete reporting groups on this same page
3. You will see a dialogue box. Enter the name of your new reporting group - then select Add Group
Note - Keep in mind that these will be mutually exclusive groupings - so think of the best way to group your sales data. For most food and beverage businesses, the common reporting groups used are Food, Drink, and Retail.
4. Time to assign the reporting groups you’ve made to your products. Select Products
5. Enter the reporting group for each product under the Reporting Group column
Note - Products with no reporting group assigned will appear on Kounta Insights under a group called None
View reporting groups on Kounta Insights
There are two ready-made reports on Kounta Insights that will automatically show the sales breakdown by reporting groups.
Reporting Groups Overview
This shows the percentage and ranking of your reporting groups by revenue. This answers: how did the reporting groups contribute to total revenue?
1. Under Reports from Kounta Insights, select Product Performance on the left-hand menu
2. Select Reporting Groups Overview
This is what the report looks like:
Individual Reporting Group Performance
This shows the revenue generated from the reporting group side by side with the product breakdown under that reporting group. This answers: how did the individual products contribute to the revenue of the reporting group?
1. From the Reporting Groups Overview, you’ve learned to access above, drill down into each individual reporting group by selecting it
2. Next, select Individual Reporting Group Performance
This is what the report looks like:
Frequently Asked Questions
How do I use my reporting groups as a dimension in a report I am building?
If you have the Kounta Insights - Custom plan, you will be able to create your own reports from data sets of your choice. Of course, reporting groups would be one of the dimensions.
You will find reporting groups under Build From> Sale Detail under the Products Dimensions.
If you still haven’t tried out building your own reports, check out this guide on building custom reports and dashboards.
What if I get stuck?
What's my next step?
Still needing to navigate through Kounta Insights better? Our guide on Getting around Kounta Insights will be helpful if you are just starting out.