Contents

Title and Copyright Information

1 Getting Started

• Report Types

2 Running Reports

• Running Standard Reports
• Modifying Standard Reports
• Exporting Reports

3 Reporting on Summary Information

• Daily Operations Report
• Day Part Sales Summary Report
• Day Part Operations Summary Report
• Today’s Operations Report
• Revenue Center Details Report

4 Reporting on Daily Detail Information

• Adjustment Details Report
• Cash Management Report
• CC Batch Activity Report
• CC Batch Report
• CC Batch Details Report
• Control Report
• Cost of Goods Sold Summary Report
• Cost of Goods Sold by Item Group
• Daily Discounts Report
• Job Code Summary Report
• Job Code Employee Detail Report
• Labor Analysis Summary Report
• Labor by Day Part and Hour Report
• Labor by Quarter Hour Report
• No Sale Report
• Sales Mix Summary Report
• Service Charges Report
• Service Performance Summary Report
• Taxes Report
• Tender Media Report
• Weather Analysis Report
• Weather by Location Report

5 Reporting on Current Business Day Information

• Today’s Service Performance Report
• Today’s Tenders Report
• Today’s Tenders Drilldown Reports

6 Reporting on Key Performance Indicators

• Store and Date Comparison Report
• Store Comparison Report
• Daily Operations Comparison by Location Report
• Daily Operations Comparison by Dates Report
• Daily Operations Comparison by Revenue Center Report
• Sales Comparison by Location Report
• Today’s Store Comparison Report VAT

7 Reporting on Employee Information

• Item Sales Detail by Employee Report
• Item Sales Summary by Employee
• Employee Control Report
• Employee Sales Performance Report
• Employees Report
• HR Employee Detail Report
• Employee Earnings Detail Report
• Employee Sales Summary Report
• Employee Time Card Detail Report
• Manager Control Report
• Staff Scheduling Performance
• Time Card Summary Report
• Employee Time Card Detail Report
• Employee Exceptions Report
• Employee Productivity Report

8 Reporting on Kitchen Display System Performance

• KDS Summary Report
• KDS Orders by Prep Time Report
• KDS Orders by Station Report
• Speed of Service Report
• Today’s KDS Summary Report

9 Reporting on Menus

• Combo Items Summary Report
• Menu Engineering by Major and Family Group Report
• Major Group Menu Engineering Report
• Family Group Menu Engineering Report
• Item Groups Average Pricing Report
• Pricing Detail by Major Group Report
• Pricing Detail by Family Group Report
• Menu Item Average Pricing Report
• Menu Item Affinity Sales Report

10 Reporting on Menu Item Alignment

• Definitions Alignment Report
• Major and Family Group Alignment Report
• Menu Item Alignment Major Group Masters Report
• Menu Item Alignment Family Group Masters Report
• Menu Item Alignment Report
• Unaligned Definitions Report
• Unaligned Item Groups Report
• Unaligned Menu Items Report

11 Reporting on System Administration

• Daily Checklist Report
• Revenue Center Sales Comparison: Transactions vs. Daily Report
• Employee Sales Comparison: Transaction vs. Daily Report
• Menu Item Sales Comparison: Transaction vs. Daily Report
• Daily Exceptions List Report
• EMS Batch Status Report
• Posting Exceptions Report
• Labor Runtime Error Log Report
• Last Posting Report
• Portal Log-on Report
• Portal Log-on Report Detail Report
• Portal Server Runtime Errors Report
• Posting Server Runtime Errors Report
• Posting Report
• Posting Date Detail Report
• Business Date Posting Detail Report
• VAT Comparison Report
• VAT Report Menu Item Report
• VAT Report MenuItem FixedPeriods Report
• VAT Report Tax Report

12 Reporting on Import and Export

• Import Export Log Report

13 Reporting on Cash Management

• Safes Report
• Till Report
• Bank Deposit Report
• Count Adjustments Report
• Starting Amount Adjustments Report
• Over/Short Report
• Paid-In/Paid-Out Report
• Server Bank Report
• Bank Deposit Adjustments Report
• Petty Cash Report
• Cash Management Activity Report

14 Building Custom Reports in Microsoft Excel

• Installing iQuery
• Building a Query

15 Building Interactive Reports

• Creating Interactive Reports
• Modifying and Deleting Interactive Reports
• Publishing Interactive Reports

16 Retrieving Guest Check Information

• Retrieving Information with Check Query
• Retrieving Transaction Information with Audit & Analysis
• Exporting Audit & Analysis Queries

17 Scheduling Reports for Email Distribution

• Creating Report Emails