Retrieving Transaction Information with Audit & Analysis

1. In the Reporting and Analytics side menu, click the link to go to the Audit & Analysis page. If you cannot find the link, contact your system administrator.
2. In the Create New Queries section, click the query type.

   For example, click Transaction Detail to build a query based on specific transaction details such as menu items. Your role and user type determines the queries you can create.

3. Click Locations at the top of the page and then select the location.
4. Click Business Dates and then select dates:
   1. To use a fiscal calendar, select Financial. Contact your system administrator to verify your organization uses a fiscal calendar.
   2. To use a pre-defined date or date range, select it from the Quick Select drop-down list.
   3. Select the year.
   4. To select dates from the calendar grid:

      • Click a single day.

      • Click the month name to select all the days in the month.

      • Click the day column header to select all those days in the month.

      • Click the numbered week to select all the days in that week.

      • Press and hold the Ctrl key to select multiple days.

5. Click Filters, and then specify criteria to limit the query to a useful set of results, as described in the following table:

   Table 6-2 Audit and Analysis Filters

   Filter	Description
   Item Types	Filters by discounts, menu items (Transaction Detail only), service charges (Transaction Detail only), and tender media associated with the check.
   General	Filters by general transaction information. The query type determines the general criteria you can define.
   Workstation (Transaction Detail only)	Filters results by checks generated from workstations at locations.
   Day Parts	Filters by checks generated during parts of a day configured for your organization. Examples of day parts include breakfast, lunch, dinner, and late night. You can also select 15-minute intervals within an hour.
   Order Types	Filters by order types configured for your organization.
   Revenue Centers	Filters by revenue center. For example, you can filter on guest check transactions from the bar or restaurant.
   Customer (Transaction Summary only)	Filters by customer information associated with transactions. For example, you can filter by the name on the credit card a customer used for the transaction.
   Employee	Filters by employee information associated with transactions. For example, you can filter by all transactions for check employee Brian Smith.
   Tax (Transaction Summary only)	Filter by tax information associated with transactions.

6. Click Format and define query output settings:
   1. Select the output type.
   2. To show location-specific names of menu items, tender and media, discounts, and service charges in the query, select Use location names rather than master names.

      Clearing this option shows the names from the master definition table.

   3. Select the columns that appear in the query and then define how the column data appears in the query.

      For example, you can group data by revenue center in ascending order. To apply a mathematical operation, select the operation from the Function column.

7. Click Run to run the query.
8. Click Publish to save the query and make it available to other users:
   1. Type a name and description for the query.
   2. On the Publish To tab, specify if the members of a role or specific users can run the query.
   3. On the Prompted Filters tab, select the filters that other users can set when running the published query.
   4. Click Save.

   The query appears in the Public Queries section on the Audit & Analysis page.