Contents

Title and Copyright Information

Preface

1 Using Reporting and Analytics

• Using Reporting and Analytics
• Choosing a Report Type
• Choosing a Dashboard
• Configuration Guidelines
• Maintaining Organizations
• Maintaining Users and Roles
• Maintaining Point-of-Sale Data
• Re-Aggregating Data

2 Analysis Reports

• Analysis Report Examples
• Report Walkthrough: Revenue and Cost Comparisons
• Running, Printing, and Exporting Analysis Reports
• Creating Analysis Reports
• Managing Analysis Reports
• Analysis Report Permissions
• File Permissions and Publishing
• Configuring Analysis Report Permissions
• Publishing an Analysis Report
• Analysis Report Date Session Variables

3 Core Reports

• Running Reports
• Modifying Reports
• Exporting Reports

4 Custom Reports in Microsoft Excel

• Installing iQuery
• Building a Custom Report in Microsoft Excel

5 Scheduled Reports

• Scheduling Reports for Email Distribution

6 Guest Check Information

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

7 Manager Communication

• Configuring Manager Log Entry Categories
• Working with the Manager Log
• Searching the Manager Log
• Adding an Entry to the Manager Log
• Updating and Closing an Entry
• Adding a Note to the Manager Log

8 User Settings

• myPage
• Configuring myPage Content
• Configuring User Preferences

9 Organizational Hierarchies

• Revenue Centers
• Adding Levels
• Adding Locations
• Establishing Relationships Between Levels and Locations

10 Users and Roles

• Creating Roles
• Adding Users

11 End User Access to Content

• Creating Portlets
• Assigning Portlets to Roles
• Assigning Side Menus to Roles
• Assigning Reports to Roles
• Outage Alerts
• Setting Outage Alert Recipients
• Installing Remote Transfer Agent (RTA) at a Location

12 Financial Calendars and Day Parts

• Financial Calendars
• Accounting Cycles
• Last Week of the Financial Year
• Creating a Financial Calendar
• Creating a Financial Year with the Automated Wizard
• Creating a Financial Year Manually
• Creating Day Parts
• Overriding Day Parts

13 Currency and Exchange Rate

• Enabling Currency Configuration
• Adding a Currency Type
• Setting the Common Currency
• Setting a Location's Currency
• Adding and Updating Exchange Rates

14 Reason Codes

• Creating Reason Codes

15 Reporting Hierarchies

• Creating Reporting Hierarchies

16 Item Alignment

• Master Groups and Master Stores
• Alignment Rules
• Configuring a Master Group
• Assigning a Location as a Master Store
• Assigning Locations to the Master Group
• Creating Alignment Rules
• Manually Aligning Items

17 Category Groups

• Creating Category Groups
• Creating Category Group Hierarchies

18 Cost Tiers

• Creating Cost Tiers
• Assigning Menu Items to Cost Tiers

19 Legacy Reports

• Converting Interactive Reports to Analysis Reports
• Converting Ad Hoc Reports to Analysis Reports

20 Standard Export