Card creator is a powerful tool with many nuances and versatile reporting capabilities that cannot be covered in a single training session or article. The aim of this article is to try to guide you to the best available article to make the best use of it. See links and quick descriptions for them below:
How can I quickly find the right template for a custom card without making it from scratch?
- Best ways to start making a custom card based on an existing card rather than searching for a card view with the right fields first
How do I decide on the right view for my custom card if I am making it from scratch?
- How to select the right underlying card view when you are making a new custom card from scratch
Changing displayed date periods in a card from daily, weekly or monthly
- How to change the displayed date ranges on a card that shows the data by date, if you want it to be displayed week by week, or month by month instead of day by day
Turning a table card into a graphical card
- How you can turn a “classical” data table into all forms of graphical representations of cards as well as single metric cards
Graph Axis, and having both bars and lines within the same card
- How you can have multiple metrics on a graphical card with different axis, and representation methods (bars + lines)
Using a default filter on a card
- Do you need the card to only show data for one category or location? Do you want to show data for all locations except one? Do you want to show everything except one location and one item? This article will show you how you can do all of the above as well as other filtering related data shenanigans
- There are many ways to add custom calculated fields in a custom card, from simple YoY comparisons to replacing displayed names of data to elaborate custom ones
How can I make a “Like for Like only” card
- Making cards that only show and compare sales of locations that were open in both the current trading period and the compare trading period. You can use the same methodology for non-location reporting as well
Custom Reserved Guests and Spend per Reserved Guests Cards
- How you can get metrics for guest counts and spend per guest using your reservation software data rather than the POS guest counts
- How you can change the format of the displayed data. Are you European that secretly like American date formats? Do you prefer your sales data to be an integer with no commas, or have commas split thousands as well as show you 2 decimal places? This article covers all of the above.
- A collection of our more advanced and complex bespoke card implementations for customers that we can copy to your business as a template to build your own bespoke cards on, or to simply get inspired using the methodology shown
