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Custom Reports

Create personalized reports to analyze your bar data and improve your home bartending experience.

Understanding Reports​

Bartendie reports provide insights on:

  • Inventory usage and trends
  • Event performance metrics
  • Recipe popularity
  • Flavor preferences
  • Cost analysis
  • Guest satisfaction

Creating Basic Reports​

Quick Reports​

Generate instant analyses:

  1. From the Dashboard, tap "Reports"
  2. Select "Quick Reports"
  3. Choose a report type:
    • Current Inventory Status
    • Recent Event Summary
    • Popular Recipes
    • Low Stock Alert
  4. View the generated report

Custom Report Builder​

Create tailored reports:

  1. From "Reports", tap "Create Custom"
  2. Select data sources to include
  3. Choose metrics and dimensions
  4. Set date ranges
  5. Configure visualizations
  6. Save your report configuration

Report Components​

Data Sources​

Select information to analyze:

  • Inventory records
  • Event histories
  • Recipe collection
  • Guest preferences
  • Shopping records
  • Bar tools and equipment

Metrics​

Choose measurements to track:

  • Quantities (used, remaining, purchased)
  • Costs and values
  • Ratings and feedback scores
  • Usage frequency
  • Time measurements
  • Count statistics

Dimensions​

Select how to categorize data:

  • Time periods (date, month, season)
  • Categories (spirit type, flavor profile)
  • Events or menus
  • Guest segments
  • Storage locations
  • Recipe tags

Report Visualizations​

Chart Types​

Choose appropriate visualizations:

  1. From the report builder, tap "Visualizations"
  2. Select from:
    • Bar charts for comparisons
    • Line charts for trends
    • Pie charts for composition
    • Scatter plots for relationships
    • Tables for detailed data
    • Heat maps for intensity

Customizing Appearance​

Personalize your reports:

  1. From any visualization, tap "Style"
  2. Adjust:
    • Color schemes
    • Label formatting
    • Scale options
    • Legend placement
    • Chart sizing

Scheduled Reports​

Setting Up Recurring Reports​

Automate report generation:

  1. From a saved report, tap "Schedule"
  2. Set frequency:
    • Daily
    • Weekly
    • Monthly
    • After events
  3. Configure delivery method
  4. Choose format (PDF, spreadsheet)

Alert Conditions​

Receive notifications based on criteria:

  1. From a scheduled report, tap "Alerts"
  2. Set conditions like:
    • Inventory below threshold
    • Unusual consumption patterns
    • Event frequency changes
    • Cost variations

Advanced Analysis​

Trend Analysis​

Identify patterns over time:

  1. From "Advanced Reports", select "Trend Analysis"
  2. Choose data to track (consumption, costs, ratings)
  3. Set time period and intervals
  4. View projected trends and seasonality

Comparative Analysis​

Compare performance across categories:

  1. Select "Comparative Analysis"
  2. Choose comparison groups:
    • Event types
    • Drink categories
    • Time periods
    • Guest segments
  3. Select metrics for comparison
  4. View side-by-side results

Exporting and Sharing​

Export Options​

Save reports in various formats:

  1. From any report, tap "Export"
  2. Choose format:
    • PDF document
    • Spreadsheet (CSV/Excel)
    • Image files
    • Data export (JSON)

Sharing Reports​

Distribute insights with others:

  1. From a completed report, tap "Share"
  2. Select sharing method:
    • Email
    • Messaging
    • Print
    • Cloud storage

Report Templates​

Saving Templates​

Preserve report configurations:

  1. After creating a report, tap "Save as Template"
  2. Name your template
  3. Choose sections to include
  4. Set default parameters
  5. Add description

Using Templates​

Apply saved formats to new data:

  1. From "Reports", tap "Templates"
  2. Select a saved template
  3. Apply to current data
  4. Modify parameters if needed
  5. Generate the new report

Tips for Effective Reporting​

  • Focus on actionable insights rather than just data
  • Compare similar time periods for seasonal activities
  • Use consistent measurement units across reports
  • Combine related metrics for comprehensive insights
  • Review reports regularly to identify trends
  • Share insights with helpers for collaborative improvement
  • Start with simple reports before creating complex analyses
  • Document successful events with detailed reports