Reporting

My Reports Overview
My Reports is the home to all reports in Restaurant365. Reports are sorted and displayed on tabs that group the...
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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 i...
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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 M...
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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 Re...
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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 reporti...
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Profit & Loss Formatting
There are two aspects to Profit & Loss report formatting: Column layout Row format  Which column layout ...
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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 l...
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Report Subscriptions Overview & Security
Through the Report Subscriptions Management page, your Administrative Team has more control over who has access...
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Report Subscriptions: Create a Subscription
This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report ...
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Report Subscriptions: Edit a Subscription
This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report ...
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