Reporting

My Reports 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 a...
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My Reports: Report Roles Setup
Report Roles must be created and assigned to each User in order for that User to access individual Reports located in 'My Reports'. Alternatively, if all Users need access to all reports, this can be set on the User Record.  Report ...
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My Reports: Assigning Report Roles
Report Roles grant access to specific Reports found in 'My Reports'.  Click here for more information on My Reports. Report Roles can be be assigned using two different methods:  Manually on the User Record  Using 'Mass Role...
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My Reports: Using ‘My Reports’
In order to view and run Reports found in My Reports, a User must first have a Report Role assigned to their User Record. Click here for more information on My Reports. Navigation   Navigate to 'My Reports' by clicking on ...
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My Reports: Send, Export, or Print Reports
Reports ran from within 'My Reports' can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and User. ...
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Profit & Loss Formatting
There are two aspects to Profit & Loss report formatting: Column layout Row format  Which column layout you use is selected from the dropdown when you run the report.  Column layouts are not customizable and examples are a column that...
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Budgeting: Creating a New Budget
Creating a Budget or copying a prior year's Budget is simple using the Advanced Budgeting feature in R365. To learn more about Budgeting, view the Budgeting Overview training article. Important Note: The Budget will only display on the P...
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Report Subscriptions Overview & Security
Through the Report Subscriptions Management page, your Administrative Team has more control over who has access to your data by directly managing Report Subscription records. Report Subscriptions will run a selected report and send it to the...
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Report Subscriptions: Creating Report Subscriptions
This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions enable Users to receive the desired Reports via email daily, weekly, or monthly. These subscriptions can only be set...
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Report Subscriptions: Editing Report Subscriptions
This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions will need to be managed over time to better reflect your current Restaurant Management. Whether a Report Subscriptio...
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