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GDEL Power BI App Reports Hosted by Solutions 
Updated 05/12/2025
The GDEL Power BI Solutions app is an external application provided by Solutions DGR. It hosts numerous reports for analyzing sales and production statistics.
Reports
Each report can be divided into 3 types:
| Power BI Report Types: | ||
| Report Type | Details | Refresh Times |
| Current Day Dynamic | Reports that are close to real-time. They refresh when a user loads the screen. These reports include the word “Dynamic” in the name. These reports refresh with the latest reporting information, which may lag from the Central data by up to 15 minutes. | Real-Time (when a user refreshes or loads the screen) |
| Daily | Reports the refresh less frequently than current day dynamic reports, but refresh during working hours every 1.5 hours. Refresh may take several minutes to complete | 11:00 a.m., 12:30 p.m., 2:00 p.m., 3:30 p.m., 4:30 p.m., 6:00 p.m., 8:00 p.m. |
| Nightly | Most of the reports refresh nightly between about 1 and 4 am. The exact time of the refresh depends on several factors (e.g., the complexity of the report, the amount of historical data, other reports refreshing at the same time, etc.) | Between 1 a.m. – 4 a.m. |
Current Day Dynamic Reports
Reports that are close to real-time*. They refresh when a user loads the screen. These reports include the work “Dynamic” in the name.
*These reports refresh with the latest reporting information, which may lag from the Central data by up to 15 minutes.
Sales By Category (Current Day Dynamic Dashboard)
Production By Category (Current Day Dynamic Report)
Donation Detail (Current Day Dynamic)
OverShort (Current Day Dynamic)
Daily Reports
Reports the refresh less frequently than current day dynamic reports but refresh during working hours every 1.5 hours*.
*Refresh may take several minutes to complete
Barcode Lookup
Donation Current Day
Donation Range Report
Donation Summary Report
KPM Report
Loyalty Points R-E By Customer
Offline Replication Report
Production By Category
Production By Category (Analysis Report)
Production By Employee
Production By Employee Sell Through
Production By Store And Category
Production Sold By Employee
Pulls By Category
Pulls By Employee
Reconciliation by Employee
Round Up By Employee/Round Up Summary
Sales By Category
Sales By Category (Analysis Dashboard)
Sales By Hour Dashboard
Sales Current Day
Sales Detail Transactions
Sales Stats
Serial Payments Activity
Serial Payments History
Suspended Transactions
Transfers
Voided or Abandoned transactions by Employee
Nightly Reports
Most of the reports refresh nightly between about 1 and 4 am.
The exact time of the refresh depends on several factors (e.g., the complexity of the report, the amount of historical data, other reports refreshing at the same time, etc.)
List of current reports in order: (Updated 5/12/2025)
SALES
- Average Transaction Ranking
- Average Transaction Ranking
- Average Transaction Ranking Visuals
- Average Transaction Ranking Current Day
- Credit Card Transactions
- Daily Budgeted Sales
- Daily Budgeted Sales Detail
- Actual Sales Vs Budgeted Sales Comparison
- Round Up By Employee
- Round Up By Employee
- Round Up By Employee Visuals
- Round Up By Employee Current Day
- Sales By Category
- Sales By Category Overview
- Sales By Category Extended Table
- Sales By Category Overview Current Day
- Sales By Category (Analysis Dashboard)
- Sales By Category (Current Day Dynamic Dashboard)
- Sales By Color
- Sales By Color Detail
- Sales By Color Detail Visualization
- Sales By Color Current Day
- Sales By Day
- Sales By Day
- Sales By Day Visualization
- Sales By Day Current Day
- Sales By Hour
- Sales By Hour Tabular
- Sales By Hour Current Day
- Sales By Hour Dashboard
- Sales By Hour
- Most Profitable Hours By Day
- Sales By Hour Current Day
- Sales by Item
- Sales By Item
- Sales By Item Visualization
- Sales By Vendor By SKU
- Sales By Vendor By SKU
- Sales By Vendor By SKY Visualization
- Sales Detail Transactions
- Sales by SKU
- Payment Info
- Sales PTD v LYTD
- Sales PTD v LYTD
- Time Series Visuals
- Sales Same Day LY Comparison
- Sales Same Day LY Comparison
- Sales Same Day LY Comparison Visualization
- Sales Same Day LY Comparison - Current Day
- Sales Stats
- Sales Stats
- Sales Stats Visuals
- Sales Variance
PRODUCTION
- Barcode Lookup
- Barcode Lookup
- Barcode Lookup Current Day
- Production By Category
- Production By Category
- Production By Current Day
- Production By Category (Analysis Report)
- Production By Category Top Stores
- Production By Category Trend
- Production By Category (Current Day Dynamic Report)
- Production by Current Day Detail
- Production By Category Current Day
- Production By Employee
- Production By Employee
- Production By Employee Visualization
- Production By Employee Current Day
- Production By Employee Sell Through
- Production By Employee Sell Through Report
- Production By Employee Sell Through Visualization
- Production By Employee Sell Through Report Current Day
- Production By SKU
- Production By SKU
- Production By SKU Visualization
- Production By SKU Current Day
- Production Sell Through By Category
- Production Sell Through By Category
- Production Sell Through By Category Visuals
- Production Sell Through By Category Current Day
- Production Sell Through By Donation Location
- Production Sell Through By Donation Location
- Production Sell Through By Store
- Visuals 1: By Total Sales, Total Production, and % Dollar Sold by Year, Quarter and Month
- Visuals 2: By Average Processed Price, Average Sale Price and Average $ Difference by Year, Quarter and Month
- Visuals 3: By Quantity Produced Quantity Sold and % Quantity Sold by Year, Quarter and Month
- Production Sold By Employee
- Production Sold By Employee
- Production Sold By Employee Visuals
- Production Sold By Employee Current Day
- Pulls By Category
- Pulls By Category
- Pulls By Category Visuals
- Pulls By Category Current Date
- Pulls By Employee
- Pulls By Employee
- Pulls By Employee Visuals
- Pulls By Employee Current Date
- Reconciliation by Employee
- Reconciliation by Employee
- Reconciliation by Employee Visualization
- Reconciliation by Employee Current Date
DONATION
- Donation By Hour
- Donation Detail
- Donations By Date
- Detail By Donation Location
- Detail By Store
- Donations By Week
- Donation Detail (Current Day Dynamic)
- Donations By Period To Date
- PTD Donations
- Donations By Location Type
- Donor Detail Report
INVENTORY
- Inventory On Hand By SKU
- Transfers
- Transfers Report
- Transfers Visualization
- Transfers Report Current Date
ACCOUNTING
- EOD Deposit and Reconciliation
- EOD Deposit and Reconciliation Report
- EOD Deposit and Reconciliation Visualization
- EOD Deposit and Reconciliation Report
- EOD Not Performed
- Export Report
- Over-Short
- Over/Short
- Over/Short Group by Payment
- Over/Short By Store, Employee, and Payment Method
- Over/Short Current Day
- OverShort (Current Day Dynamic)
- Over/Short
- Over/Short By Store, Employee and Payment Method
- Serial Payments Activity
- Serial Payments Activity
- Serial Payments Activity Detail
- Serial Payments Balance
- Serial Payments Balance
- Serial Payments Balance Visuals
- Serial Payments History
- Taxable Sale By Category
LP / AUDIT REPORTS
- Cashier Report By Store
- Cashier Report By Store
- Cashier Report By Store Visualization
- Cashier Report By Store Current Day
- Discount By Date-Employee-Type
- Discount By Date/Type/Employee Overview
- Discount By Date/Type/Employee Detail
- Discount By Date/Type/Employee Visuals
- Discount By Date/Type/Employee Current Day Overview
- Discount By Date-Type
- Discounts by Type-Day-Employee
- Discounts by Type-Day-Employee Current Day
- Expired Barcodes Sold
- Expired Barcodes Sold
- Expired Barcodes Sold Current Day
- Line Item Delete
- Line Item Delete
- Line Item Delete Visuals
- Line Item Delete Current Day
- Line Item Delete Detail
- Manually Entered Items
- Manually Entered Items
- Number of Transactions Visual
- Manually Entered Items Current Day
- Returns Detail Report
- Returns Detail Report
- Returns Detail Report Current Day
- Returns Detail Report Visualization
- Returns Report
- Returns Report
- Returns Report Visuals
- Returns Report Current Date
- Suspended Transactions
- Suspended Transactions
- Number of Suspended Transaction Visuals
- Suspended Transactions Current Day
- Tax Exempt
- Tax Exempt
- Tax Exempt Visualization
- Tax Exempt Current Day
- Voided or Abandoned Transactions by Employee
- Voided or Abandoned Transactions by Employee
- Voided Transactions Visualization
- Voided or Abandoned Transactions by Employee Current Day
OTHER REPORTS
- Customer Report
- Customer Report
- Customer Report Visualization
- Customer Report Current Day
Solutions Power BI Dashboard Report Release History
Updates include standardization, enhanced layouts and bug fixes unless otherwise specified below
Reports scheduled for week of 2/26/24:
- Sales by Category (Analysis Dashboard)
- Voided or Abandoned Transactions by Employee
- Serial Payments History
- Customer Report
- Production by Employee
Reports scheduled for week of 3/4/24:
- Round Up by Employee/Round Up Summary
- Taxable Sales by Category
- Pulls by Employee
- Reconciliation By Employee
- Sales by Day
Reports scheduled for week of 3/11/24:
- Discounts by Day Type
- End of Day Deposit & Reconciliation
- Serial Payment Balance
Parts of a Power BI Report (provided by Solutions DGR)
Menu: lists all available reports
Page(s): display the same report information in a variety of ways
Header: top section of the report which usually displays totals and holds slicer controls
Filter Pane: alternative location for slicer controls, if the header is too crowded
Grid: common choice for displaying detailed information (see Advanced Grid (p. 9) section for tips on drilling into information)
Tip! With very large reports like “Sales Detail Transactions” it is possible for a filter range to request more information than the grid can hold. In this case you will see a message saying “Visual has exceeded the available resources.” This is normal for large reports. Simply choose different slicer settings. Select a smaller date range, or fewer Stores. We generally recommend that “Sales Detail Transactions” be used to review only “1 Store, 1 Day” at the most:
Slicers (filters): enable you to narrow down report information to a specific range, group, or single choice of values. To clear away a selected filter setting, hover over the top right-hand corner of the slicer until the eraser appears. Click the eraser to remove all settings. Click the “Reset” button to erase all settings from all slicers at one time for an entire report page.
Date Between Slicer: allows a range of dates between Start Date and End Date; you can change the Start and End date values by using the slider bar, by selecting values from the calendar, or by typing values directly into the fields; always remember Start Date must come before End Date – the slicer will ignore you if you try to enter a range with Start Date after End Date.
- For example: if you are looking at the month of March, Start Date is 3/1 and End Date is 3/30. To look at the month of April, change End Date first to 4/30. The range 3/1 thru 4/30 is a valid range. If you try to change Start Date first, 4/1 thru 3/30 is not a valid range and your change will be ignored.
- Another example: If you are looking at the month of March, Start Date is 3/1 and End Date is 3/30. To look at the month of February, change Start Date first to 2/1. The range 2/1 thru 3/30 is still a valid range. If you try to change End Date first, 3/1 thru 2/28 is not a valid range and your change will be ignored
^ Valid date range examples
^ Figure: Attempted invalid date range ignored
Relative Date Slicer: “Last” option allows dates counted backward from today; you can choose to go back a number of days, weeks, months, or years. “This” option chooses a range based on this calendar date, week, month, or year. (“Next” option is only useful for forecast reports, most SolutionsDGR reports are historical.)
Drop-Down Slicer: displays a list of possible filter options with small checkboxes. Click a checkbox to select an option. Hold Ctrl while clicking to select multiple checkboxes. Check the “Select all” option to select all options at once. Click “Select all” again to clear all selections.
Tip! If you want to include most but not quite all of the available options (only exclude a few), click “Select all” to check all the boxes, then hold Ctrl and de-select the few options you wish to exclude. Use the “Search” box by typing a few characters of the option you need. Only options that match your text will be displayed.
Reloading a PowerBI report / Troubleshooting unexpected data values
Refresh Visuals: The Refresh Visuals button will force a report to reload all the data (numbers, graphs, etc.). It doesn’t compile brand new data, but it retries fetching the current data. This is always the first step to try if you see unexpected numbers in your report.
Browser Refresh: Click the Browser Refresh button one time to reload an entire PowerBI report. This works exactly the same with any other web page (e.g., Netflix, Amazon, etc.) and will give the entire page a chance to load again – hopefully this time without any glitches. This is a good second step to try.
Tip! Occasionally your web browser may “remember” some older data settings, causing a PowerBI report to hang on to earlier data after it is no longer correct. If you have had a report open earlier in the day and “Refresh Visuals” is not working to bring in new data, try a “hard refresh” of your browser by holding Ctrl and pressing F5. This will clear any old settings and reload the web page as if you had never opened it before.
Reset: The Reset button is a last-resort if you just have questionable data in a report, but it is very handy when you have chosen a lot of slicer/filter settings and you would like to clear them all at one time.
Clicking Reset will:
⦁ change all your slicer/filter settings to their default values
⦁ reset any custom sorting, sizing, or hiding of values in a grid/matrix
⦁ reset any custom sorting, highlighting on a chart
⦁ reload current data
If you are forced to Reset a report that you use over and over with the same slicer/filter settings, you may be interested in setting some Bookmarks
How to tell when my report last refreshed
At the top left-hand corner of each report is a toolbar that displays the report title (shown below on the “Production By Category” report). If you click the down-arrow to the right of the title, you will see a small display panel with additional information about the report. The last item of the panel shows “Date updated.” This is the last date/time the report retrieved fresh data
Tip! If at any time during business hours this shows yesterday’s date, there may be a problem with your scheduled refreshes. Please submit a ticket or contact support.
Advanced Tips & Tricks for Grids
Sorting: You can change how a grid is sorted by clicking on the column header of the column you would like to sort by. Once a column is sorted, it will show a small arrow indicating whether it is sorted in ascending order (smallest to largest), or descending order (largest to smallest). Click a column a second time to toggle the sort order. If you click a different column, the first column will no longer be sorted. PowerBI does not provide sorting by multiple columns.
Report Hierarchy: Most of the SolutionsDGR reports in PowerBI have several columns of grouping information. For example, the “Reconciliation By Employee” report shows quantity of pulls by Store Name, then by Employee Name, and finally by Product Category
Drill Up: Drill Up causes columns to collapse and hide detailed information. This will adapt your report for overview or summary.
Expand: The reverse of Drill Up is Expand. Expand can be used to show more detail in a report
Export Data: PowerBI makes it easy to export data into a spreadsheet, where it can be manipulated with the powerful data features of Excel. To export information from a grid, click anywhere in the grid to activate the grid toolbar. Click the “elipsis” icon with the three dots. Select “Export data” from the menu.
A panel will appear to ask “Which data do you want to export?”
Select the “Data with current layout” option if it is not already selected. Click “Export” to finish.
The data file will be downloaded by your browser. You can then open it with Excel like any other spreadsheet file. The information will be shown as it appeared in the PowerBI report. A row at the very bottom of the file will show any filters you had applied
Setting Bookmarks in PowerBI
PowerBI reports offer a nice feature for organizing and saving preferred or frequently used report configurations. Saved Personal Bookmarks can be selected at any time from the Bookmarks menu. Also, a Bookmark flagged as “Default” will be chosen automatically when a report is first opened (without a “Default” Bookmark a report will generally “remember” the arrangement it had the last time it was used).
A bookmark saves the settings listed below:
⦁ Slicer settings
⦁ Grid/chart selected values
⦁ Grid/chart sort order
Add a Personal Bookmark: Once you have a report arranged exactly as you want it, create a new Bookmark by droppingdown the “Personal Bookmarks” options. Select “Add a personal bookmark” and provide a name. Click “Save” to finish.
Delete a Personal Bookmark: Drop down the “Personal Bookmarks” menu to view all Personal Bookmarks. Click the ellipsis button () next to the bookmark to be removed. Select the “Delete” option.
Rename a Personal Bookmark: Drop down the “Personal Bookmarks” menu to view all Personal Bookmarks. Click the ellipsis button ( ) next to the bookmark you wish to rename. Select the “Rename” option and provide a new name. Press “Enter” to save the changes.
Make a Bookmark “Default”: Drop down the “Personal Bookmarks” menu to view all Personal Bookmarks. Click the ellipsis button ( ) next to the bookmark you wish to flag as the new “Default.” Select the “Make default” option. You should now see a flag icon next to the name. To remove, follow the above steps, and select “Clear default.” The flag icon will disappear.
