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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
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