Table of Contents

• Title and Copyright Information
• Preface
• 1 Getting Started
  • Supported Browsers and Cookie Usage
  • Accessing Reporting and Analytics
  • Screen Resolution
  • Navigating Reporting and Analytics
• 2 Accessibility
  • Using the Tab Key
  • Switching Between Tabs in the User Interface
  • Making Multiple Selections
  • Navigating a List
  • Selecting a Check Box
• 3 Control Who Sees What
  • Add Reports Roles
    • Define System-Level Privileges
    • Define Access to Reports and Data
      • Data Permissions
    • Simphony Inventory
    • Define Access to Portlets
    • Assign a Person to a Reports Role
    • Administrator Roles
    • Set the Hierarchy Administrator
    • Set the Functional Administrator
  • Compare Roles
  • Edit Roles
  • Delete Roles
• 4 People Management (20.1.15)
  • Preparing for People Management
  • Add a Person
    • Specify Employment Details
    • Grant Access to Solutions and Reporting Data
    • Grant Access to Point of Sale Operations
  • Copying a Person
  • Editing a Person
  • Searching for and Viewing People
  • Deactivating a Person
  • Activating a Person
  • Terminating a Person
  • Rehiring a Person
  • Unassigning a Role
  • People Audit
  • Passwords and Locked Accounts
    • Resetting Another User’s Password
    • Reset Your Password
  • Data Privacy
    • Data Privacy Settings
    • De-identifying a Person
    • View Logs and Reports
    • Download Personal Data Report
    • People Audit
  • User Management (20.1.14)
    • Add Users
    • View Users
    • Edit Users
    • Deactivate or Activate a User
    • Passwords and Locked Accounts
      • Reset Another User’s Password
      • Reset Your Password
    • Data Privacy
      • De-identifying Users
      • Viewing Logs and Reports
• 5 API Accounts Overview
  • Granting Permission to Administer API Accounts
  • Adding a Business Intelligence API Account
  • Adding a Simphony Transaction Services API Account
  • Adding a Content and Configuration API Account
  • Editing API User Accounts
  • Viewing API Activity
• 6 Reports
  • Dashboards
    • Adding and Assigning Dashboards
    • Customizing Dashboards
  • Using Bar Charts
  • Creating Reporting Hierarchies
  • Creating Category Groups
  • Creating Category Group Hierarchies
  • Visibility of Gross Sales and Tips
  • My Reports
    • Manage My Reports
  • Building Reports
    • Building a Report with the Basic Editor
    • Building a Report with the Advanced Editor
    • Revising a Published Report
    • Transferring Ownership of a Report
    • Subject Areas
      • Daily Aggregated Sales and Operations Subject Areas
      • Quarter Hour Aggregate Sales and Operations Subject Areas
      • Transactions and Transaction Details Subject Areas
      • Common Currency Subject Areas
      • Labor Details and Employee Information Subject Areas
      • Inventory Management Subject Areas
      • Gift and Loyalty Subject Areas
      • Other Subject Areas
  • Running Reports
  • Saving Report Parameters
  • VAT and GST Tax Labels
    • Editing Sales and Tax Labels
  • Exporting Reports
  • Custom Reports in Microsoft Excel
    • Data Permissions for iQuery
    • Installing iQuery
    • Building a Custom Report in Microsoft Excel
  • Searching for Guest Checks
  • Retrieving Transaction Information with Audit & Analysis
  • Exporting Audit & Analysis Queries
• 7 Organizational Hierarchies
  • Revenue Centers
  • Adding Levels
  • Adding Locations
  • Establishing Relationships Between Levels and Locations
• 8 Item Alignment
  • Configuring Automatic Alignment Rules
  • Configuring a Master Group
  • Assigning Locations as Master Stores
  • Assigning Locations to the Master Group
  • Configuring Master Items
  • Manual Item Alignment
  • Configure Tender Media Master Items for Daily Operations Report
• 9 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
  • Day Parts
    • Creating Day Parts
    • Example Configurations
    • Troubleshooting
• 10 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
• 11 Scheduled Reports
  • Scheduling Reports for Email Distribution
• 12 Export Data from Reporting and Analytics
  • Export Configurations
    • Adding an Export Configuration
    • Deleting an Export Configuration
    • Changing the Export Configuration Owner
    • Best Practices
  • Adding a Location Group
  • Delivery Profiles
    • Adding a Delivery Profile
    • Assigning a Delivery Profile to a Schedule
    • Deleting a Delivery Profile
    • Changing the Delivery Profile Owner
  • Export Schedules
    • Adding an Export Schedule
    • Supported File Name Tokens
    • Known Error Messages
  • On-Demand Exports
  • Searching for Exports
  • Tutorial: Export Sales Operations Data
  • Export Status Notification
    • Configure Export Status Notifications
• 13 Supported Languages
  • Changing the Language