How To Configure Enhanced Reports

Introduction

This guide explains the web reports enhancements introduced with the Enactor Q1.26 release, focusing on performance and maintainability improvements to key operational reports. Report generation time has been reduced significantly as the primary enhancement.

The document lists all enhanced reports and provides the menu configuration required to enable them.

info

The data used to generate these enhanced reports will only contain data generated since the Q1.26 release was deployed into your system. Previous data from before the deployment will not be used for the improved reports. The old reports can still be used side-by-side with the improved reports.

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Enhanced Reports List

The following table lists all 22 enhanced reports and indicates whether each requires menu configuration to enable it.

Report	Requires Menu Configuration?
Banking Transactions	No
Cash On Hand	Yes
Cash Up Summary	Yes
Daily Sales Summary	No
MMG Summary	Yes
MMG Summary Pie Chart	Yes
Product Sales	Yes
Promotion Summary	No
Reason Code By Weekday	Yes
Replenishment	Yes
Rolling Replenishment	Yes
Sales Analysis By Hour	No
Tender Totals	No
Tender Totals Pie Chart	Yes
Terminal Discrepancies	No
Terminal Exceptions	No
Terminal X	Yes
Trading Summary	Yes
Transaction Totals	Yes
Transaction Voids	No
User Exception Analysis	No
User Sales	Yes

note

All of the above are enhanced reports. Reports marked "Yes" require new menu items to be added. Reports marked "No" will use the existing menu events and do not require any menu changes.

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Overview

This guide covers the configuration for the following tasks:

• Identify which reports have been enhanced and require menu configuration
• Access the Menu Maintenance application
• Add or update menu items for enhanced reports as needed
• Assign the correct Report Definition IDs to each menu item
• Save changes and restart your session to activate the new reports

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Prior Training and Experience

You should be familiar with the following before proceeding:

• Estate Manager configuration
• Report Definitions and their usage
• User roles and permissions within the system
• Operational and sales reporting

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Configuration Steps

This section covers the steps for configuring the enhanced reports that require new menu items.

Navigate to Menu Maintenance

The Menu Maintenance application can be accessed through the following path:

Configuration > System > Menus

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Edit the Menu

The following example demonstrates adding the Product Sales enhanced report. Edit the EM or Back Office menu where you want to add the new enhanced reports.

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Edit the General Tab

Edit the Product Sales report menu item. In the General tab, append V2 to the end of the ID field (for example, Reports/Product/ProductSalesV2).

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Edit the Data Tab

Go to the Data tab and set the correct ReportDefinitionId value (for example, Product/ProductSalesV2).

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Report Definition Reference

A full list of the enhanced Report Definitions can be found in the Report Definition Maintenance application. Filter by Report ID containing "V2" to see all enhanced report definitions.

The following table lists each enhanced Report Definition ID and its corresponding report name, as shown in the Report Definition Maintenance application:

Report Definition ID	Report Name
CashManagement/CashOnHandV2	Cash On Hand Report (Revised)
CashManagement/CashUpSummaryV2	Cash Up Summary Report (Revised)
Product/MMGSummaryPieChartV2	MMG Summary Pie Chart (Revised)
Product/MMGSummaryV2	MMG Summary Report (Revised)
Product/ProductSalesV2	Product Sales Report (Revised)
Exception/ReasonCodeByWeekdayV2	Reason Code by Weekday Report (Revised)
Product/ReplenishmentV2	Replenishment Report (Revised)
Product/RollingReplenishmentV2	Rolling Replenishment Report (Revised)
Tender/TenderTotalsPieChartV2	Tender Totals Pie Chart Report (Revised)
Tender/TerminalXV2	Terminal X Read Report (Revised)
Product/TradingSummaryV2	Trading Summary Report (Revised)
SalesSummary/TransactionTotalsV2	Transaction Totals Report (Revised)
SalesSummary/UserSalesV2	User Sales Report (Revised)

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Save and Activate

1. Click Save to complete adding the new enhanced report menu item.
2. Click Save again to save the menu itself.
3. Sign out and sign back in for the changes to take effect.

tip

Repeat the above steps for each enhanced report that requires menu configuration (those marked "Yes" in the Enhanced Reports List table). Each report follows the same pattern - append V2 to the menu item ID and set the corresponding ReportDefinitionId on the Data tab.

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