The Bridge reporting suite provides dynamic tools to transform raw transaction lists into organized, actionable insights. By utilizing Row Groups and the Columns configuration panel, you can restructure standard reports to highlight specific trends, such as sales by server, revenue by order type, or payment methods by location.
This feature allows you to:
Transform flat data lists into hierarchical, collapsible views for easier analysis.
Group data by specific attributes (e.g., Order Type or Employee) to automatically calculate subtotals for those categories.
Customize the layout to focus on high-priority metrics while hiding irrelevant details.
Grouping Data with Row Groups
1. Navigate to the Reports section of the Bridge and click on the report you wish to customize
2. Click the Columns tab on the right-hand sidebar to expand the customization panel
This panel lists all available data fields for the report
3. Locate the field you want to group by in the list (e.g., Order Type or Revenue Center)
| Field | Definition |
|---|---|
| Paid At | The exact date and time the payment transaction was completed. |
| Check | The unique identification number assigned to the guest check. |
| Card Last 4 Digits | The final four digits of the credit or debit card used for payment (if applicable). Displays "None" for cash or other non-card payments. |
| Employee | The name of the staff member who processed the payment. |
| Pre Tip Total | The total payment amount before any voluntary tips were added. |
| Tips | The amount of voluntary gratuity added to the payment. |
| Total | The final transaction amount, including the pre-tip total and any added tips. |
| Daypart | The specific service period (e.g., Lunch, Dinner) during which the payment was taken. |
| Business Day | The fiscal date the payment is associated with, which may differ from the calendar date for late-night transactions. |
| Revenue Center | The specific area of the restaurant where the transaction occurred (e.g., Bar, Dining Room, Patio). |
| Order Type | The classification of the order (e.g., Dine In, Take Out, Delivery). |
| Payment Type | The general category of the payment method used (e.g., Cash, Credit Card, Gift Card). |
| Payment Name | The specific name of the payment method (e.g., Visa, Amex, UberEats). |
| Cardholder | The name on the credit or debit card used for the transaction (if captured). |
| Location | The specific restaurant location where the payment was processed. |
Note: The "Columns" section lists all possible data points available for the report. However, not all columns can be used as Row Groups. If a specific field is disallowed for grouping, the system will prevent you from dragging it into the "Row Groups" section.
4. Click and hold the six-dot handle (:::) next to the field name and drag the field down to the Row Groups section
5. The report will immediately refresh to display your data grouped by the selected category
Best Practices for Data Quality
While the system allows you to add multiple Row Groups, over-grouping can fragment your data and make reports difficult to read. Follow these best practices to ensure your reports remain clear and actionable:
Limit Hierarchy Depth: Avoid adding more than 2-3 layers of Row Groups. Too many nested groups (e.g., Location > Revenue Center > Daypart > Server > Order Type) can clutter the view and require excessive clicking to find relevant data.
Use Logical Ordering: Place high-level categories at the top of the Row Groups list and granular details at the bottom.
Good Example: Group by Location (top), then Server (bottom). This shows you how each server performed at each location.
Poor Example: Grouping by Check Number first will create a separate group for every single check, defeating the purpose of the summary.
Verify Subtotals: Ensure the grouping logic provides meaningful subtotals. Grouping by Daypart provides a useful sales summary, whereas grouping by a unique timestamp (like Paid At) may isolate every transaction, preventing useful aggregation.
Saving Optimized Configurations
Once you have configured your Row Groups and column layout, save your changes to avoid rebuilding the report later.
1. Click the report view drop-down menu at the top of the screen and select + Create New View
2. Enter a Name for your new view in the text field and click Save
3. If you make further adjustments, click the Save Changes button that appears to update your saved view
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