Activate Daily Flash Report in Docyt

Overview: This report includes data on revenue, operational efficiency, and comparisons against budgets, forecasts, and historical trends. It is customizable within the Docyt web app and can be viewed at the individual business unit level or across an entire portfolio.

Contents of the Daily Revenue Report

1. Revenue by Major Chains

2. Revenue by Brands

3. Revenue by Clusters

4. Revenue by Operations Lead

5. Key Stats by Major Chains (Year-over-Year)

6. Key Revenue by Major Chains (Year-over-Year)

7. End-of-Month Projection

How to Activate and Manage the Daily Flash Report

1. Log in to your Docyt account.
2. Navigate to the top header menu next to the Docyt icon.
3. Click the down arrow, then hover your cursor over Flash Report.
   
4. When you hover, you will see the option Create Report.
5. Click on the Create Report icon.
6. A new window will open titled Flash Report Settings.
7. Enter the report details:
   

   1. Title of the report. Enter the report details.

   2. Hit the Toggle button in front to activate the report section.
      
      
   3. Portfolio name and Business name for which the report is needed.
      
      

1. Add recipients:

   1. Enter the recipient’s email address.

   2. Click on Add.

2. Click on Save.
3. A confirmation dialogue box will appear stating: "Flash Report Created Successfully.

How to Manage Report Snapshots

1. Move your cursor over the Flash Report option in the unified header.
2. Select the created report from the list.
3. Choose one of the following options:
   1. Edit Report — Update or modify the report settings and recipients.
   2. Resend Snapshot — Send the latest snapshot again to the recipients.
4. To delete a snapshot, open the report. The Delete Snapshot option will be available at the end of the report page.