Custom Reports in Microsoft Excel

iQuery is a Microsoft Excel add-in that lets you export data to Microsoft Excel and then create reports using selected data subject areas.

The subject areas that you can work with in the add-in depend on how your administrator configured your role. If your administrator did not assign all required data permissions for a subject area to your role, that subject area does not appear in the add-in.

For example, if you want a start-of-day report that replaces the Operating Metrics section of the Daily Operations Summary report with information about the three best-selling items for that day and some labor performance and efficiency analysis, you can create a report with the fields you want to see. You can then save the custom report into Reporting and Analytics so you can launch the report from the sidebar.

Supported Microsoft Excel versions for iQuery are Microsoft Excel 2013, Microsoft Excel 2016, and Microsoft Office 365.