Dashboard and Ad Hoc Reporting Overview

Dashboard and Ad Hoc Reporting Overview

Summary Restaurant365 comes with a powerful ad hoc report viewer that allows users to slice and dice data.  These ad hoc reports and charts can also be shown in dashboards so users can make decisions that increase productivity and reduce costs.  Security roles determine who can see and modify these elements.  Ad hoc reports and dashboards are accessed in the left hand navigation under Operations – Reports – Ad Hoc Reports or Dashboard respectively and users with access to the accounting module can also see them under Accounting – Reports. Reporting Elements Defined Below is a description of the different elements of the … Continued
Creating/Modifying Ad Hoc Reports

Creating/Modifying Ad Hoc Reports

Ad Hoc reports allow users to slice and analyze data and can also be added to dashboards.  An Ad Hoc report can be a chart, table, or pivot table.  Restaurant365 comes with a number of pre-defined Ad Hoc reports.  With the proper security level, users can also create their own.  Ad Hoc reports become available when you purchase the Business Analytics module. Available Data Reports in this module must be based on pre-defined sets of data called Domains that come with the system.  The following is the list of available domains: Daily Sales Summary Franchisee Sales Labor Details Sales Details Sales … Continued
Creating/Modifying Dashboards

Creating/Modifying Dashboards

A dashboard is a read-only view of Ad Hoc reports where users can see multiple charts and tables on one page.  Anything added to a dashboard is called a Dashlet.  Restaurant365 comes with a number of dashboards. With the proper security level, users can create their own and the Restaurant365 dashboard list will be replaced with their own custom dashboard list. Accessing Dashboards To access dashboards, select Accounting (or Operations) – Reports – Dashboard in the left hand navigation.  The user’s default dashboard will load if one has been set for this user. To create a new dashboard, with no dashboard selected in … Continued