⬜ Applications Report in Aurest System

The Applications Report is one of the essential analytical tools in the Aurest system. It provides a detailed insight into orders placed through various applications (such as delivery apps or online ordering platforms). This report helps track revenues and payment methods related to these apps, enhancing the management’s ability to make strategic decisions based on accurate data.

✅ How to Access the Report

To access the Applications Report, follow the path:

Side Menu ➤ Reports ➤ Applications Report

You will immediately see the report setup screen, where you can filter and analyze data as needed.

1️⃣ Report Settings (Filtering Stage)

When the report interface opens, you can configure the following options:

➤ Date Range:

• From: Select the starting date for the data.

• To: Select the ending date.

➤ Invoice Status:

• Preparing: Displays invoices that are still being processed.

• Closed: Displays completed and finalized invoices.

• Returned: Displays invoices that have been refunded or canceled.

➤ Payment Methods:

• Cash

• Bank

• Credit

• Multi-payment

• Unpaid

➤ Application Name: You can filter by a specific app to analyze its performance.

➤ Customer Name: Filter results by a specific customer.

➤ User:

• All: Display actions by all users.

• Specific user: Analyze performance of a selected user.

✳️ Once filters are set, click on "View Report" to display the detailed results.

2️⃣ Report View (Data Interface)

Once the report is displayed, you'll see a table that contains detailed data for each application-related transaction:

➤ Displayed Data Columns:

• Application

• Total

• Discount

• Tax

• Selective Tax

• Additional Charges

• Net Amount

• Payment Method

• App Commission Percentage

✳️ You can rearrange the columns by dragging and dropping them based on your preferred order.

3️⃣ Sidebar Summary

On the right-hand side of the report, a clear numerical summary appears, showing key indicators:

• Number of Invoices

• Total Invoice Amount

• Total Discounts

• Total Tax

• Total Add-ons

• Net Sales

• Cash Percentage

• Network (Card) Percentage

• Net Percentage

4️⃣ Interactive Tools

• Preview: To view the report before printing.

• Export: To save the report in PDF or Excel format.

• Close: To exit the report screen.

✨ Purpose of the Applications Report

◾ Provide a comprehensive analysis of orders placed through digital applications.
◾ Monitor revenues and payment methods associated with each app.
◾ Support strategic decisions to enhance performance and boost app-driven sales.
◾ Detect discrepancies and improve operational efficiency across digital channels.
◾ Customize the report by application, user, or customer for focused analysis.