Active Managerʼs dashboard lets you monitor your performance in real time with graphical reports on club memberships, sales and revenue, and other statistics. To display it, click the Dashboard icon on the data access bar at the left side of the Manager window. Enter your personal ID number (PIN) to display the reports for your database.
Note: Use the same PIN that you use for Active POS. You must be an Active POS Manager.
These reports are visible on the web from any computer or mobile device. To access the dashboard page, enter the URL
You can also add parameters to the URL to specify which chart you want to see.
In the pie graph on the main dashboard page, click a segment to choose the type of reports you want to see: Sales, Membership, or Statistics.
To return to the main page and change to a different report type at any time, click the symbol on any of the report pages.
Each type of report provides a number of views of your data; you can click on many of the graphs to see the data broken down in greater detail.
When you choose Sales reports, the dashboard lets you choose the time frame of the data you want to see. Click a section of the corresponding pie graph to select a daily, weekly, monthly, or other period.
To change the time frame for a report youʼre viewing, click the symbol on any of the sales report pages.
For each report type, the dashboard displays several views of your data. When the view is a “pie chart,” you can explore in more detail by clicking a segment to expand it into a further series of graphs. For example, in the Revenue graphs, clicking the Club segment reveals graphs for Sales by Club and Sales by Club Type for the same period.
To return to the previous page, click the symbol.
When data potentially comes from multiple inventory locations — as with POS operations and tips — the dashboard presents a list of your locations; you can choose any one of them, or display the data from all locations together.
Each of the dashboard report graphs — whether pie, bar, or line style — includes a legend that indicates the types of data it displays. You can limit the graph to show only specific types by clicking items in the legend to remove them from the graph. The scale changes to fit the data that remains.
This is a useful technique when a segment of a pie graph is a sliver too small to click comfortably: simply remove one or two of the largest segments to enlarge the rest.
The simple URL style given above (e.g.,
https://secureclub.net/demodb_6/dashboard.aspx) will display the dashboard summary page for your database. To choose a specific graph, you can provide additional arguments. For example, the syntax
displays the graphs for “Tips by Location,” for the current year, for a specific inventory location. You can include any or all of these additional parameters, with available values as listed.
Indicates the specific type of graph to display.
|(POS sales by location, with location pick list)|
|(POS sales by location, hourly)|
|(Tips location pick list)|
|(Tips by location, hourly)|
|(Tastings, signups, and tasting conversion rates)|
|(Tasting location pick list)|
|(Tasting revenue and count, hourly)|
Specifies a date range.
Selects an inventory location.
Use a location Name, as given in the Inventory Location list. To view all locations, use
Adjusts the size of the dashboard display by the given scale factor.
The default value of 100 (= 100%) is appropriate for an iPhone display. For an iPad,
?scale=120 works well.
You can change the colors, labels, time frames, and other parameters of the dashboard reports by modifying the corresponding rules.
For a video demonstration of the dashboard reports, see https://player.vimeo.com/video/277588721.
↑ Monitoring and reporting
Reports from list views
Formatting and printing reports