Reports and dashboards offer a huge benefit to Ekos users. In this post, we take a quick look at some of those benefits.
One of the functions our users have come to love is the reporting and dashboard functionality in Ekos. Who can use these reports and dashboards? Well, just about anyone. They are especially useful for those with a management level profile in Ekos. Here are 3 ways our reporting and dashboard functionality can completely change the way you look at your data for your brewery, cidery, winery, or craft food and beverage facility.
Management users can easily create reports and custom dashboards to see what is happening in different areas of their facility. They also have access to edit and create reports in Ekos and share them with specific users or overall Ekos security profiles (Production, Sales, etc.). If there is certain data on a shared report that should not be altered, you can use filter pins and locks to control how the team interacts with the report.
Let’s be honest — spreadsheets are boring to look at. Dashboards in Ekos are a great way to bring your data to life in a colorful and informative way. They are customizable to the user and help you see exactly what you need, providing a great snapshot of your company. We recommend having them visible in different areas of your facility, like your production floor or packaging area, on TV monitors so your entire team can see their progress.
Let's talk about the rule of 3 as it relates to reports and dashboards.
1. Limit the steps
2. Simple is best
3. Avoid going too deep.
When creating reports or dashboards, try to keep it as simple and straightforward as possible. It becomes easy to dig yourself in a hole, so limit yourself to only going three tables deep in the menu. Finding the data you want in the most simple way will help keep your reports clean and organized and avoid the replication of information among different reports.
Not sure where to start? No worries — we also have system reports that come automatically loaded in Ekos. For example, one useful system report we see frequently used is the “Inventory All-Items” report. It will show you all your inventory in one quick and simple view. You can easily filter by item class to narrow down and see exactly what you are looking for, such as packaging items. This is just one of many reports available to you as an Ekos user.
Think this could be a useful function for your team? If you are a current user, head to the Knowledge Base to learn more about how to optimize your reports and dashboards in Ekos. Not an Ekos user yet? Reach out to firstname.lastname@example.org to learn more about the benefits of using our craft business management software.