Preface

Reporting and Analytics is a web-based application that centralizes point-of-sale (POS) data to provide operational and analytical insights into business operations, and to improve efficiency by delivering information to all roles within an organization.

Purpose

This document is intended for customers subscribed to Reporting and Analytics Advanced Cloud Services. Customers using Standard Cloud Services and On-Premise deployments may not have access to all features described in the documentation. Your organization type can affect visibility and access to features within Reporting and Analytics.

The navigation instructions throughout the documentation may not accurately depict the menu layout for your Oracle Restaurants Enterprise Back Office deployment because administrators can customize the name and organization of the groups and links in the sidebar menu. Use the navigation instructions provided as a guideline for locating the links in your deployment, or contact an administrator for assistance.

Audience

Oracle Restaurants Enterprise Back Office documentation applies to the following users:

  • Users who perform day-to-day operations with Enterprise Back Office and who typically do not have permissions to configure applications.

  • Administrators who configure and maintain Enterprise Back Office. Administrators can also have permissions to configure applications.

  • System Administrators or Super Administrators who maintain Enterprise Back Office servers and configuration files, implement initial application settings and configurations, and maintain back-end processes such as automated jobs and data interfaces with third-party applications.

Customer Support

To contact Oracle Customer Support, access the Support Portal at the following URL:

https://iccp.custhelp.com/

When contacting Customer Support, please provide the following:

  • Product version and program/module name

  • Functional and technical description of the problem (include business impact)

  • Detailed step-by-step instructions to re-create

  • Exact error message received

  • Screen shots of each step you take

Documentation

Oracle Restaurants product documentation is available on the Oracle Help Center at http://docs.oracle.com/en/industries/food-beverage/.

Revision History

Table -1 Revision History

Date Description of Change

October 2020

Initial publication.

January 2021

  • Added information on API accounts and Business Intelligence API.

  • Updated Organizational Hierarchies.

  • Added Guest Checks.

February 2021

Added Password Requirements section.

March 2021

Added Scheduled Reports section.

April 2021

Added sections on the hierarchy administrator and functional administrator.

June 2021

  • Added Configure Tender Media Master Items for Daily Operations Report section.

  • Added Screen Resolution section.

August 2021

  • Updated Dashboards section with definition of current hour.

  • Added Accessing Reporting and Analytics section.

September 2021

  • Updated Adding a Location Group section.

  • Updated Adding Locations section with phone details.

November 2021

  • Updated Adding an Export Configuration.

  • Moved Payment role information to Oracle Restaurants Payment Service documentation.

December 2021

Updated Creating Day Parts.

January 2022

Updated business date range in Searching for Guest Checks.

March 2022

  • Added Edit Sales and Tax Labels.

  • Added VAT and GST Tax Labels.

  • Updated Currency and Exchange Rate.

  • Updated Enabling Currency Configuration.

  • Updated Adding a Currency Type.

  • Added Setting a Location’s Currency.

May 2022

Updated Supported Languages with user interface language options.

September 2022

  • Updated Adding an Export Schedule with PGP encryption details.

  • Updated Adding Locations with details about using Simphony to add locations.

  • Updated Building a Custom Report in Microsoft Excel.

  • Updated Searching for Guest Checks with wildcard search details.

  • Updated Adding a Delivery Profile.

  • Added Retrieving Transaction Information with Audit & Analysis.

October 2022

  • Added Exporting Audit & Analysis Queries.

January 2023

  • Added Integrations chapter.

  • Added Configure Export Status Notifications.

  • Added Export Status Notifications.

  • Updated Searching for Guest Checks.

  • Updated Data Permissions.

  • Updated Adding an Export Schedule.

  • Updated Searching for Guest Checks.

  • Updated Data Permissions.

  • Updated Adding a Delivery Profile.

  • Updated Adding an Export Schedule.

April 2023

  • Added Visibility of Gross Sales and Tips.

  • Updated Adding an Export Schedule.

  • Updated Exporting Reports.

  • Updated Searching for Guest Checks.

  • Updated Navigating Reporting and Analytics.

  • Updated Adding a Delivery Profile.

June 2023

  • Added Simphony Inventory.

  • Updated Add Users.

  • Updated Item Alignment.

July 2023

  • Updated Adding Locations.

October 2023

  • Updated Building a Report with the Basic Editor.

  • Updated Building a Report with the Advanced Editor.

  • Updated Adding API Accounts.

November 2023

  • Updated Adding a Delivery Profile.

May 2024

  • Added People Management chapter.

  • Added De-identifying a Person.

  • Updated User Management.

  • Updated Adding a Delivery Profile.

  • Updated Organizational Hierarchies.

  • Updated Adding Locations.

  • Updated Establishing Relationships Between Levels and Locations.

  • Updated Adding Locations.

June 2024

Revised API Accounts and Viewing API Activity.

July 2024

  • Updated Searching for and Viewing People.

September 2024

  • Added Copying a Person.

  • Updated Creating Reporting Hierarchies.

  • Updated Adding API Accounts.

  • Updated Passwords and Locked Accounts.

  • Grant Access to Point of Sale Operations.

March 2025

  • Updated Navigating Reporting and Analytics for release 20.2.

  • Updated VAT and GST Tax Labels for release 20.2.

  • Updated Day Parts for release 20.2.

  • Updated Troubleshooting for release 20.2.

  • Updated Running Reports for release 20.2.

  • Updated Exporting Reports for release 20.2.

  • Updated Adding a Delivery Profile for release 20.2.

  • Updated Data Permissions for release 20.2.

  • Updated Searching for Guest Checks for release 20.2.

  • Updated Information to Provide to CrunchTime! for release 20.2.

  • Updated Passwords and Locked Accounts for release 20.2.

April 2025

  • Added Subject Areas.

  • Added Gift and Loyalty Subject Areas.

  • Added Inventory Management Subject Areas.

  • Added Labor Details and Employee Information.

  • Added Daily Aggregated Sales and Operations Subject Areas.

  • Added Common Currency Subject Areas.

  • Added Quarter Hour Aggregate Sales and Operations Subject Areas.

  • Added Transactions and Transaction Details.

  • Added Other Subject Areas.
June 2025
  • Updated Adding an Export Configuration.
  • Updated Adding an Export Schedule.
September 2025
  • Updated Searching for Guest Checks
  • Updated Searching for and Viewing People.
  • Updated Adding a Delivery Profile.
  • Updated Export Configurations
  • Updated Specify Employment Details
  • Updated Export Schedules
  • Updated Passwords and Locked Accounts.
  • Added Adding a Business Intelligence API Account.
  • Added Adding a Simphony Transaction Services API Account.
  • Adding a Content and Configuration API Account.