Contents

Title and Copyright Information

Preface

1 Getting Started

• Navigation Path Disclaimer
• Choosing a Report Type
• Configuration Guidelines

2 Core Reports

• Running Reports
• Modifying Reports
• Exporting Reports

3 Custom Reports in Microsoft Excel

• Installing iQuery
• Building a Custom Report in Microsoft Excel

4 Custom Reports with Interactive Reports

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

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 Charts

• Viewing Charts

8 Manager Communication

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

9 User Settings

• myPage
• Configuring myPage Content
• Configuring User Preferences

10 Organizational Hierarchies

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

11 Currency and Exchange Rate

• Adding a Currency Type
• Setting the Base Currency
• Adding and Updating Exchange Rates

12 Users and Roles

• Creating Roles
• Adding Users

13 End User Access to Content

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

14 Fiscal and Business Time Intervals

• Setting Up a Financial Calendar
• Creating a Financial Year
• Creating Day Parts
• Overriding Day Parts

15 Reason Codes

• Creating Reason Codes

16 Reporting Hierarchies

• Creating Reporting Hierarchies

17 Item Alignment

• Alignment Rules
• Creating Alignment Rules
• Setting a Master Store
• Manually Aligning Items
• Setting Item Alignment
• Changing the Alignment of an Item
• Unaligning an Item
• Merging Master Items
• Designating an Unaligned Item as a New Master Item
• Configuring Alignment Rules
• Menu Item Alignment with Multiple Master Stores

18 Category Groups

• Creating Category Groups
• Creating Category Group Hierarchies

19 Cost Tiers

• Creating Cost Tiers
• Assigning Menu Items to Cost Tiers

20 Standard Export

• General Ledger Export Files
• Payroll Export Files
• General Ledger (GLD)
• Summary (SUM)
• Discount Records (DSC)
• Service Charge Records (SVC)
• Tender Records (TND)
• Tax Records (TAX)
• Order Type Records (OT)
• General Ledger Custom Records (GLC)
• Paid In/Paid Out Detail Records (PIO)
• Menu Item Sales Records (MI)
• Menu Item Price Records (MNPR)
• Check Header (CHDR)
• Check Detail (CDTL)
• Financial Forms Detail Records (FFD)
• Financial Forms Ledger Records (FFL)
• Cash Management Records (CASH)
• Pay Information (PAY)
• Payroll Identification (PAYID)