How To Configure Enhanced Reports

Introduction

This guide explains the Web Reports Enhancements carried out with the Q1.26 release, focusing on performance and maintainability enhancements to key operational reports. The report generation time has been reduced drastically as the major enhancement.

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

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

Following is the list of enhanced reports that:

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, where some of them require to be added to the menu as new menu items and the rest will use the old menu events.

Overview

This guide will cover the configuration for the following:

• 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

Prior Training / Experience

You should be familiar with the following:

• Estate Manager Configuration

• Understanding Report Definitions and their usage

• Basic knowledge of user roles and permissions within the system

• General familiarity with operational and sales reporting

Configuration Steps

This section covers the steps on how to configure the enhanced reports that require to be added as new menu items to your menu.

The Menu Maintenance application can be accessed through:

Configuration -> System -> Menus

Following is an example of adding the Product Sales Enhanced Report.

Edit the EM or Back Office menu that you want to add the new enhanced reports.

Edit the Product Sales report menu item and in the General Tab add V2 to the end of the ID.

Go to the Data tab and make sure to add the correct ReportDefinitionId here:

Note: A full list of the enhanced Report Definitions can be found in the Report Definition Maintenance as follows:

Click Save to complete adding the new enhanced Product Sales Report menu item and then click Save again to save your menu.

Sign out and Sign back in for this change to take effect successfully and you can use your new enhanced report.