Munu Portal standard reports gives you valuable insights to your operations, and is a powerful tool to increase efficiency and revenue. The dashboard, which is the first thing you encounter when logging in, gives you the status of the day's key numbers, such as total revenue. The dashboard consists of widgets and by using the predefined buttons or the dae picker, you can display yesterday's numbers or another set date easily. Available widgets for your user can be administrated under Settings - My Profile - Dashboard.
For detailed number analysis, access the ‘Reports’ in the menu on the left-side report. Both Accounting and Operations is divided into sub sections tailored for structured content
Under the category accounting there are reports that are mostly aimed at finance and reconciliation of figures.
This selection will show you a list of all Z-reports run at the checkout point at your location. These can be previewed or downloaded in PDF by pressing the buttons on the right (marked in the red box in the image). ‘Created’ shows the date and time the report has been printed on the register.
This report is the accounting-report, giving you the summation of sales for the selected period at group- and account level.
The top field allows you to set the parameter for the period for which you want to see numbers. Here, from/to date is selected using the date selector (1). On the Type (2) field, it is possible to select the report to show all sales, cash sales only, or credit sales only. The default is that type is "All sales". To get figures for the selected period, press the blue button update. The numbers displayed in the screen can be exported to Excel by pressing the excel-button. If an email is set in the profile (made under "settings" in the right corner and "my profile") the report will also be sent by email.
<aside> 💡 If the report’s to-from date exceeds one month, the report must be sent by email.
</aside>
Item summation shows sales broken down by tax type and per Group and Subgroup.
Lastly on the page, account summation is displayed, showing amounts per settlement and sales account. This is also the basis for what is transferred to accounting.
