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    Reporting Console
    • 06 Jun 2024
    • 1 Minute to read
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    Reporting Console

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    • PDF

    Article summary

    The Reporting console includes necessary data exports and reports that can help a restaurant analyze Employee information and payroll data. Users can even create their own reports through the Report Builder if additional reports are desired.


    Additional Analytics Tiles

    Analytics Tiles can be added to this screen by clicking the large plus sign next to the 'Reporting Options' tile. While not many options are available for Reporting Analytics, items from other consoles can be added here as well.


    Training Resources

    Report Manager

    The Report Manager stores all preconfigured system reports. Click here to learn more information about the Report Manager.

    Report Builder

    Reports can be built, customized, and stored in the Report Builder. Once a User creates a report, it can be ran and emailed at pre-selected times and even shared with other Users. Click here for more information on the Report Builder.

    Analytics Dashboard

    The Analytics Dashboard allows additional space for Analytics Tiles to be stored. A customized space is unique only to that User. Click here to learn more information about the Analytics Dashboard

    DocVault

    The DocVault lists all generated payroll reports, quarterly filings, and annual filings. Click here for more information about the DocVault.

    Data Exports

    The R365 GL export, used as an imported Payroll Journal Entry file in Restaurant365, and the Fidelity 401k export, used to show the Employee and Employer contributions to 401k plans, can be downloaded from this window. Click here to learn more about Data Exports.

    W-2 / 1099 / 1095 Forms

    Necessary tax forms can be found through the W-2 / 1099 / 1095 Forms window. Click here to learn more about W-2 / 1099 / 1095 Forms.


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