SALIDO Bridge Reports are built to be flexible and highly customizable to the needs of every Organization. The Product Mix report is a great template to use to get more comfortable with the various Row, Column, and Filter controls. In this tutorial, we will customize a Product Mix for specific Menu Items and/or Menu Item Categories.
- Login to the SALIDO Bridge and select Reports from the left-hand navigation
- On the top left of the Reports screen, toggle to New
- Select Product Mix from the drop-down menu
- Select the desired date from the Date Selector in the top center of the screen
- A full Product Mix will automatically run for the selected date
- Use Data Filters to selectively narrow the Product Mix:
- In the Report Header, select Filters from the far right-hand side
- Scroll down and click the carrot symbol next to Menu Item or Menu Item Category to drop down that section
- Click the checkbox next to Menu Items or Menu Item Category to first deselect all Menu Item Categories
- Use the Search field or scroll through the list to re-select the desired Menu Items or Menu Item Categories
- Click the blue/green Update button at the bottom of the Filter controls
- Use Column Controls to add or remove additional data points
- Select Columns from the Report Header
- Check or Uncheck boxes to add or remove columns as desired
- Click the blue/green Update button at the bottom of the Column Controls
- Use Row Controls to control how the Product Mix data is displayed
- Sort By determines which metric is used to sort the Product Mix, and in which order (Ascending or Descending). Sort By > Net Sales - Total $ is the default.
- Summarize By determines the metric used to determine each row of the Product Mix (green text). Summarize By > Menu Item is the default.
- Sub-Headers determine additional breakouts within the line items of the report (dark grey horizontal bars). Group By > Menu Item Category is the default.
- Click the blue/green Update button at the bottom of the Row Controls
- Once the report is filtered as desired, select the yellow/orange Three Horizontal Bars button on the left side of the Report Header (next to the report name)
- From the drop-down, Save, Email, or Print & Export the report
- PLEASE NOTE: Saving a report saves the Row, Column, and Filter settings as well as the Time selection at the top center of the screen. If a specific date has been selected instead of a dynamic time range (e.g. Today or Yesterday) the saved report will always run the data for the specific date selected