OPUSKnowledge Base

ODMS : Reports

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1. Quick Overview

Purpose: Reports in the ODMS platform provide a powerful resource for extracting and analyzing data from checklists captured in a restaurant. Various types of reports offer insights into different aspects of restaurant operations, enabling better decision-making and operational efficiency.

2. Step-by-Step Instructions

Accessing the Reports Page

  • Navigate to the ODMS platform and log in using your credentials.
  • From the left-hand menu, select “Reports” to open the Reports page.

Understanding the Reports Page

The Reports page is divided into two main tabs: BI Analytics and Custom Reports.

  1. BI Analytics includes predefined dashboards and reports for quick access to critical data.
  2. Custom Reports allows you to access customize reports for ODMS.

Types of Reports Available

The following are some of the key dashboards available under BI Analytics:

  1. Checklists

    • Checklists not done (Daily): Provides a daily summary of checklists that have not been completed.
    • Checklists not done (Weekly): Shows a weekly overview of missed checklists.
    • Checklists not done (Monthly): Displays monthly data on incomplete checklists.

  2. Alerts

    • Alerts Dashboard (Today): Highlights alerts for the current day.
    • Alerts Dashboard: Provides a broader view of alerts over a selected period.

  3. Jobs / Checklists

    • Jobs Status Dashboard: Displays the status of various jobs.
    • Jobs Trend (Operators): Shows trends in job completion by operators.
    • Sites Jobs (Count): Counts the number of jobs performed at different sites.

  4. Answer and Results

    • Answer Search: Allows searching for specific answers within checklists.
    • Results Summary: Provides a summary of checklist results.
    • Results Summary (Pivot): A pivot table view of checklist results for detailed analysis.
    • Result (Exceptions): Highlights exceptions in checklist results.

  5. ODMS Specific

    • Product Receiving: Tracks data related to product receiving checklists.
    • Staff Attendance: Monitors staff attendance based on checklists.
    • Staff Attendance (Today): Provides a snapshot of staff attendance for the current day.
    • Temperature Alerts: Shows alerts related to temperature control.
    • Temperature Trends: Analyzes trends in temperature data over time.

Generating a Report / BI Analytics Dashboards

To generate a report:

  1. Click on the new tab icon next to the report name will open the report/dashboard in a new tab
  2. Click on the desired report name from the list, will open the report in the current page

The report will open, displaying the data in a structured format, such as tables, charts, or graphs.

You can customize the report view by applying filters or changing the date range.

1. Parameter Filter

Purpose: The parameter filter allows you to select from various master filters to load the relevant data.

How to Use: Click on the parameter filter dropdown and choose the desired filter options to narrow down the data displayed on the dashboard.

2. Filter Title

Purpose: Displays the selected parameter filter in the data filter title for easy reference.

How to Use: After selecting the parameter filter, the chosen filters will be displayed in the data filter title area, providing context for the data being viewed.

3. List selector

Purpose: Allows you to filter the dashboard content by selecting multiple items from a list.

How to Use: Check the boxes next to the items you want to include in the filter. This filter supports selecting multiple items simultaneously.

4. Combo selector

Purpose: Enables filtering of the dashboard content by selecting a single item from a list.

How to Use: Click on the combo filter dropdown and select one item from the list to apply the filter.

5. Grid

Purpose: Displays data in a grid format, allowing for sorting and detailed viewing.

How to Use: Click on the column headers to sort the data in ascending or descending order. If text is highlighted as a link, clicking on it will navigate you to the detailed view of the job or checklist.

6. Exporting

Purpose: Allows exporting of reports to various formats such as:

  1. PDF
  2. Image: PNG, GIF or JPG
  3. Excel: XLS or XLSX

How to Use: Click on the export button and choose the desired format to download the report.

7. Refresh

Purpose: Refreshes the data to ensure you have the latest updates.

How to Use: Click the refresh button to reload the data on the dashboard.

3. Tips and Tricks

Best Practices: Double-check all job details before finalizing to avoid errors in allocation.

Additional Resources

  1. For more information on using Opus for task management, refer to the Opus user manual or help documentation.