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Lesson 20 / 25

Reports, live dashboard & AI assistant

Review sales and evidenced product/service activity, and ask for usage help while checking scope and limitations.

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Before you begin

Reporting and relevant data permissions, with an explicit branch/date range.

Where to go

Reports / Live Dashboard / AI assistant

Visible menus may vary with language, permissions, app version and shop configuration.

Follow these steps

  1. In Reports, choose branch/date range and distinguish sales, receipts and gross profit before exporting. Do not add unlike metrics together.
  2. Use board-game Analytics for visits, utilization, queue/no-shows, loans and passes. Popularity means recorded borrowing, not every customer's preference.
  3. Use Live Dashboard with authorized live-data access. Read labels for unconnected data; this is not a public link exposing shop sales.
  4. Ask the assistant: 'What sold best at this branch today?', 'Which recorded activity was highest this month?' or 'Why can I not close this bill?' Check dates, report type and evidence before acting.
  5. Use the in-app assistant for menu guidance. When no live-data tool exists, open the referenced page. Review and confirm report emails or data-changing proposals.

How to verify success

You can identify branch and period, missing costs remain unknown and exports match the report.

Limits & things to check

AI does not guarantee future sales or purchase stock for the manager. In pharmacies, AI neither diagnoses nor authorizes dispensing. Public learning search cannot access shop data; live-data assistance requires authorized sign-in.

Ready to try it in your shop

Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.

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