Analytics UI guide

1. Open a report

1. Open Analytics.
2. Choose a report from the left menu (for example POS Sales, Top-ups, Access).

Many reports show a Summary above the table after loading.

2. Aggregated vs Raw

Use the Aggregated / Raw toggle at the top of the page.

3. Set the date range

1. Click the date range control in the toolbar.
2. Pick a preset (Today, This Week, This Month, This Year, All Time) or a custom range.
3. Apply the range.

Date range is kept when you switch reports.

4. Filter

Filters panel

On some reports, click Filters, choose station / operator / device / payment method values, then close the panel.

Table settings

Use Settings to group, hide columns, and refine what the table shows.

5. Customize the table

1. Click Settings in the toolbar.
2. Hide/show columns, group by Station / Product / Payment Method / Credit Name, sort metrics, and adjust aggregations.
3. Close Settings when finished.

Multi-currency events often group or split by Credit Name on credit sales reports.

6. Save a preset (optional)

If the toolbar shows Preset / Save:

1. Configure the table.
2. Save with a clear name (for example “Sales by station (monthly)”).
3. Reopen the same report later and select the preset.

7. Export CSV

1. Set date range, filters, and table settings.
2. Click Export.
3. Download the CSV.

Export uses your current table view.

If something looks wrong

Issue	Check
Numbers too small	Date range; station-scoped view
Missing report	Roles or feature flags
Export mismatch	Re-apply settings, then export again