Contents

Title and Copyright Information

Preface

1 Reporting and Analytics for Restaurants

2 Using Reporting and Analytics

• Choosing a Report Type
• Maintaining Organizations
• Re-Aggregating Data

3 Organizations, Locations, and Levels

• Revenue Centers
• Adding Levels
• Adding Locations
• Establishing Relationships Between Levels and Locations
• Installing Remote Transfer Agent at a Location
• Configuring the Embedded Transfer Agent at a Location

4 Roles, Permissions, and Users

• Adding Portlets
• Creating Roles
• Configuring Side Menus
• Assigning Portlets to Roles
• Adding Reports
• Assigning Reports to Roles
• Adding Users
• Outage Alerts
• Setting Outage Alert Recipients

5 Item Alignment

• Item Alignment for Food and Beverage
• Item Alignment for Hotels
• Configuring Automatic Alignment Rules for Food and Beverage
• Configuring Automatic Alignment Rules for Hotels
• Configuring a Master Group
• Assigning Locations as Master Stores
• Assigning Locations to the Master Group
• Configuring Master Items for Food and Beverage
• Configuring Master Items for Hotels
• Manual Item Alignment

6 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

7 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

8 Report Categories

• Adding Reports

9 Core Reports

• Location Groups
• Item Groups
• Creating Reporting Hierarchies
• Creating Category Groups
• Creating Category Group Hierarchies
• Running Reports
• Modifying Reports
• Exporting Reports

10 Custom Reports in Microsoft Excel

• Installing iQuery
• Building a Custom Report in Microsoft Excel

11 Scheduled Reports

• Scheduling Reports for Email Distribution

12 Guest Check Information

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

13 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

14 User Settings

• myPage
• Configuring myPage Content
• Configuring User Preferences

15 Reason Codes

• Creating Reason Codes

16 Data Export for Custom Reports and Third-Party Applications

• Creating Data Categories
• Mapping Data
• Manually Exporting Data

17 Enterprise Maintenance Services

• Accessing EMS
• Managing POS Workstation Number Ranges
• Adding Menu Items
• Editing Menu Items
• Editing Prices
• Adding Discounts
• Editing Discounts
• Editing Tax Rates
• Editing Batches

18 Loss Prevention

• Configuring XBR