Use FILTERS to Focus on Business Insights
Filters are Everywhere
No matter where you are in YumaPOS, you will probably find some FILTER you can use to your advantage.
Filters allow you to narrow down raw data and focus on specific insights. They act as criteria that either include or exclude information from your source before the final results are generated, keeping your reports, charts and dashboards neat, relevant, and actionable.
- They can be simple.
- They can be complex.
- Some are preset.
- Some can even be saved for you to reuse.
Different FILTERS are available for different data.
I am not going to discuss them every time they appear – That will be done in this article.
Every single possible filter is also not going to be covered – I just want to make you aware of them.
Date Filter
This is one of the simple filters and is used to define the period of your report, view, etc
- Today
- Yesterday
- This Week
- Last Week
- This month
- Last Month
- This Quarter
- Last Quarter
- This Year
- last Year
It is important to note that these definitions will change, according to what you have set as BUSINESS DAY START TIME and BUSINESS WEEK START DAY.
Filter by Transaction Data
Where you are dealing with a list of TRANSACTIONS, you will often see filters for :
- Store
- Search String
- Invoice Number
- Payment Date
- Closed Date
- Business Day
- Status
- Paid
- Refund
Filter by Void Data
Where you are dealing with a list of VIODED TRANSACTIONS, you will often see filters for :
- Store
- Search String
- Creation Date
- Void Date
- Void Reason
- Deduct
- With
- Without
Item List Filter
While you will usually be using a FILTER to remove results, this one also allows you to add something.
- Category
- Store
- Recipe
- Any
- With
- Without
- Item Type
- All
- Menu Item
- Retail Item
- Cost – toggle on to show
- costprice
- markup
Customer List Filter
Basic Filter
- Customer group
- Search
Advanced Filter
- Group
- Orders in Store
- Delivery Zone
- Purchases or No Purchases in the Period
- Registration date range
- Total spend bracket
- Online registration or not
- Birthday range
- Birthday presets
- City
- Gender
Report Filters
Pretty much any field in a report can be used to manipulate the data presented.
Some examples include :
- Date
- Stores
- Business Type
- Legal Entity
- Terminal name
- Category
- Common Modifier Group
- Menu / Retail Item
- Source Type
- Payment Method
- Tags
- Transfer
- From Location
- To location
- Employee
- Document Type
- Customer
- Customer Group
- Discount
- Reason
The list really is almost endless and will vary according to the data included in a report.
Data is Missing
This often happens because a FILTER has been set. Please remove / clear any filters.
Occasionally, a browser will cache a slow internet connection. Refresh or <F5> or using Dev Tools to disable caching will “fix”.
Very seldom one of the servers will have an issue.
Don’t panic. No data is lost.
As always, your YumaPOS Support Team are here to help.