How to Create an Automated Report

This guide will assist you in creating a transaction report for a specified company. The guide will also describe the steps required to make this task automated and for the report to be sent to a specified email addresses. Reports can be set up as single reports or grouped together for splits (ie, one full report, one for alcohol, one for food etc)

Creating the Report Template

1. Create the initial template

• Go to the analytics tab on the CMS and select Report Templates
• Press Add to create a new report template
• Enter the Report name (include the Company Name and the regularity of the report)
• Enter the email address that the report will go to.
• Enter the Reporting Period (the regularity of the report (i.e. Today, Yesterday, Last 7 days)
• Enter the start time of each report and then enter the Until time (if applicable – use the information button to further understand the end point)
• Press Save

2. Add the Sheet Filters 

• Press the Green plus icon to add your first sheet filter 
• Please Note: The sheet filter will appear on the report tab, so make it user friendly for identification purposes i.e. Food Report)
• Repeat as necessary with each sheet you want to create for the report

3. Editing the sheet filters 

• To edit the sheet filter, press the pencil and paper icon next to the relevant sheet filter you created
• Next you will need to select which information is to be included using the tick boxes
• Ensure the the Show Alterations box is ticked, and if necessary ensure the Include Customer Information box is ticked
• If you want the report to include tipping, service charges or delivery charges, tick the Include System products and tick these fields.
• Next, decide which information needs to appear in the report. If you require all items to be in the report, leave the Category Filter as Disabled and do not tick any items in the menu list. If you require specific products, tick the Include button on the Category Filter, and select the relevant categories that are to be included.
• Finally, tick the Active button at the top and hit save 
• Repeat as needed with all of the reports. When these are complete, all fields should no longer have grey lines through them.

4. Testing the report

• After creating a report, to generate it press the Generate Report button, and then hit the Click here button within the yellow bar that will appear.
• Wait for the report to process, and then the status will change to Ready to Download (you may need to refresh the page using the refresh button. 
• Press the Ready to Download button which will download the report as an excel document. 
• Open the document and review to ensure that the report is accurate.

Scheduling the Report 

1. Adding the report template to the schedule.

• Go to the analytics tab on the CMS and select Report Scheduling
• Right-click on a time slot and click Add item
• Select the report template from the drop-down list
• You can colour code the schedule using the background colour and text colour buttons. 
• Adjust the time that the report is to be sent is necessary.
• If you wish for the report to be sent out on a recurring basis, press the Recurrence button, and select how often you wish this to be sent (daily, weekly, monthly etc)
• Once this is done, press Save and this is now scheduled to go out on the basis which was applied above.

• Please Note: The information which the report will contain, including from and to is set at the Report Template stage, so please refer back if necessary.