Reporting (Meal Selection) - Viewing, Downloading and Emailing a Report

Reporting allows you to access and utilise the data collected in Kitchen Manager, Meal Selection, Meal Register and Payments. You can access data from any integrated external system.

Go to Reports > select a folder (e.g. Staff Trading Summary) > select a Report [1] > set the Period Range [2] > Set the Date Range [3] > click Go [4]

Reports-Traiding-Summary.png

NOTE: The Period Range options are Daily, Weekly, Monthly, Annual and custom Period.

To download a copy of the Report click the Export [5] button to download an editable Excel file.

To see a graphical interpretation of a specific report row click anywhere in a Row [1].

Reports-Traiding-Summary-Graph.png

You change the view of the chart from a Bar graph to a Line graph by clicking the Change view [2] button.

Click Email [3] to email a copy of the chart to multiple recipients.

Click Copy [4] to copy the on-screen chart to paste into a MS Word document or equivalent as required.

Click Close [5] to close the chart and return to the Report screen.

When using the Email feature use a semicolon (;) to separate each email in the Email field [6] and include a Message [7] before clicking Send [8].

Reports-Traiding-Summary-Email.png

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