Robust System Reporting

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Customizable Filtered Report Views

Comprehensive Data Reporting

This example showcases one of our filtered report views. If the data exists in the system, you can generate reports against it. Customize your reports by sorting each column in various ways, including alphabetically, from oldest to newest, or from largest to smallest.

Advanced Sorting and Filtering Options

Detailed Data Refinement

Refine data within the rows using filters such as "contains any of," "exactly matches text," or checking for empty or non-empty fields. Tailor your report to meet specific needs by selecting from a multitude of row headings, allowing for either a robust or a focused report.

Personalized and Shareable Reports

Save and Share Custom Reports

Once you have tailored the report to display the necessary information you are tracking, save this customized view under a personal name. Choose to keep it private or share it with your team. Create the report once and use it indefinitely, enhancing consistency and efficiency in your reporting processes. Live preview

Comprehensive Opening Report Tool

Real-Time Opening Status Monitoring

This reporting tool is designed for the entire team to keep their finger on the pulse of new openings. The report includes detailed updates on construction status and timing, allowing you to track any delays against the contractual and projected opening dates.

Construction Delay Analysis

Identify and Address Opening Delays

Monitor the progress of each opening in real time, with specific focus on construction milestones. This feature helps you to promptly identify any discrepancies or delays in the schedule, ensuring that you can take immediate action to address issues and maintain project timelines.

Enhanced Navigation and Accessibility

Direct Links to Franchisee or Location Details

From any report, utilize hyperlinks to quickly navigate to the specific franchisee or location details. This functionality enhances the usability of the report, making it easy to access deeper insights or specific data without leaving the report interface. Live preview

Comprehensive Insurance Certificate Management

Streamlined Certificate Tracking

With over 25 years of experience as franchisors, we understand the challenges of managing insurance certificates for each location. Our newly designed certificate of insurance report serves as a one-stop shop, providing all essential information, including coverage details and expiration dates for every insurance policy at each location.

Proactive Expiration Alerts

Automated Workflow Integration

This report is integrated with a workflow system to notify all relevant parties well in advance of policy expirations. This proactive feature ensures that you are never caught unprepared and that all insurance policies are renewed on time, maintaining continuous coverage.

Efficient Renewal Process

Simplified Insurance Updates

We have also created a simple form that can be sent directly to insurance agents. Agents can then attach the new deck page at the time of renewal, which will automatically update the location page for the franchisee. This process not only simplifies the renewal procedure but also ensures that the most current insurance information is always available.

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Simple Development Agreement Report

Overview of Development Progress

This example of a simple development agreement report provides a comprehensive view of franchise development activities. It is designed to give stakeholders an instant snapshot of who is on schedule, who's behind, financial obligations, and the status of store openings.

Detailed Development Analysis

In-Depth Tracking and Monitoring

For those seasoned in the business, understanding the intricate details of development schedules can be complex. This report simplifies these challenges by aggregating all necessary information into one accessible location. Track opened stores, upcoming store openings, and delve into the specifics of each project’s timeline and financials directly from this report.

Enhanced Linking Features

Direct Access to Related Documents and Entities

Beyond providing essential data, the report includes direct links to the actual development agreement, specific franchisees, and groups of stores. This functionality allows you to quickly identify stores that are behind schedule and access related agreements and franchisee details without navigating away from the report.

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Detailed Store Operations Report

Comprehensive Operational Insights

This report provides an in-depth understanding of store operations, offering critical insights that help in managing and optimizing daily activities. It serves as a vital tool for stakeholders looking to enhance operational efficiency and effectiveness.

Customizable Data Analysis

Flexible Data Presentation

Just like with all our reports, this store operations report can be customized to fit your specific analytical needs. You have the flexibility to slice the data in any way you prefer, whether you're focusing on sales performance, staffing efficiency, inventory management, or customer service metrics. Live preview