My Reports: Assigning Report Roles

My Reports: Assigning Report Roles

Report Roles grant access to specific Reports found in ‘My Reports’.  Click here for more information on My Reports   Assign Report Roles Report Roles can be be assigned using two different methods: Manually on the User Record Using ‘Mass Role Update’   Assign on User Record User Records are located in the ‘Users’ list in the ‘Administration’ subsection of the Accounting Module.  Open the User Record of the User that will have the Report Role assigned and navigate to the ‘User Roles’ tab. User Report Roles are located in the section located to the right of the tab.   … Continued
P&L Comparison Screen

P&L Comparison Screen

  Overview The P&L Comparison Screen is a report found in the ‘Reports’ subsection of the ‘Operations’ module.  Only Users that have been assigned the ‘P&L Comparison Screen’ security role will see and be able to run this report.  What makes this report unique, is the ability for your Restaurant Managers to see and compare the P&L numbers to all other Locations in your Restaurant group.  This is accomplished without granting those Users access to the other Locations and Data.  The data that is returned is anonymized by replacing the Location Name / Number with a generic ‘Location #’ value.  This … Continued
My Reports Overview

My Reports Overview

  Overview My Reports is the home to all reports in Restaurant365.  Reports are sorted and displayed on tabs that group the reports together, including User defined ‘Favorites’.  In order to view or access any report, a User must first be assigned to a Report Role that contains the specific Report.  Users will not be able to view, or run, any Reports that are not part of that Users’ Report Role.  Report Roles can be created and managed by an administrator and can be assigned to as many or few Users as needed. Security Users with the security role of … Continued
My Reports: Report Roles Setup

My Reports: Report Roles Setup

Report Roles must be created in order to access the Reports located in ‘My Reports’.  Click here for more information about My Reports Alternatively, if all users will need access to ‘All Reports’, this can be set on the User Record.  Click here for more information on granting access to ‘All Reports’   Setup Report Roles Navigate to the Report Roles Setup screen to Create and View Report Roles Hover over the ‘Administration’ menu in the Top Ribbon, then hover over the ‘Users & Security’ sub-menu and select ‘Report Roles Setup’.  The Report Roles Setup page will load in a new … Continued