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Report Configuration

Report Configuration

In the Report configurator,user should have the ability to configure the logo,define specific categories across Menu,Recipe and Revenue Reports.

Upon click of Report Configurator from the left side Menu toolbar,user will be navigated to the Report Configurator page as seen below -

Report Configuration

Report Configurator page contains a field “Report Configuration for” and Save button.

Validations :

Report Configuration for : The drop down of this field will contain following reports -

  1. Cash Reconciliation
  2. Transaction Detail
  3. Sales and Meal Count
  4. Federal/State Reimbursement Report
  5. Reimbursement Claim Form
  6. Catering Invoice
  7. Allergens Export
  8. Actual Theoretical Cost Report
  9. Summary Trend
  10. Sales Comparison
  11. Sales and Meal Counts Excel
  12. Daily Menu
  13. Week At Glance
  14. Nutritional Analysis
  15. Suggested Order

Up on selection of one of the value from the above mentioned report dropdown list, “Report Logo” and “Choose Categories for” fields will populate.

Report Logo : User will have the ability to add a logo for a specific report upon clicking “Upload Logo” button.

Choose Categories for : User will have the ability to select a specific categories that needs to be considered for that report.

Save : On click of Save button,changes made in the fields will be saved and will be reflected in the respective reports.