Chapter 5: Reporting

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Qu Enterprise Intelligence Reporting allows different reports to be generated based on several different parameters. This section will detail how to setup these criteria and run reports.

Several Considerations include:

  1. How are menu items grouped (for instance, appetizers, drinks, alcohol, etc.)?
  2. What type of Reports are most relevant to the organization?
  3. Will any of the stores be grouped for reporting purposes (For instance several Franchisees owned by the same person)?
  4. In any particular storewill reports need to be generated for revenue centers (for instance bar vs dining room)?

Once the requirements are determined, EI can be configured for report generation.

  1. Section 1: Adding Reporting Groups
  2. Section 2: Adding Items to a Reporting Group
  3. Section 3: Revenue Centers
  4. Section 4: Creating a Report Hierarchy
  5. Section 5: Running a Report
  6. Section 6: Email Reports
  7. Section 7: Dashboard

Section 1: Adding Reporting Groups

Reporting groups allow for configuration of reports by item. Generally, an "All Items Reporting" group is created so that any given report can be generated for all items sold within the organization (If not already created the below steps can be followed to create the All Items Reporting group). However, there are cases where a report needs to be run for a group of items based on whether those items are food, drinks, appetizers, sold only by a certain store, or any other category. The below steps will detail how to create those groups and add items to them.

  1. In the EI Tool navigate to the Enterprise or store level that the group needs to be added to.
  2. Go to the grouping section and select Reporting Groups
  3. Click on the plus sign and assign a Title for the group.
  4. Click Save

 

Section 2: Adding Items to a Reporting Group

 There are a couple of different ways to add an item to a report. The first way (and recommended method), is to add it during the creation of the item (This step can be reviewed in Chapter 1: Section 1). However, if all of the items have been created before creating the group the below steps will detail how to add items to the group.

  1. In the reporting groupssection select the group that the items are being added to.
  2. Click on Items
  3. Click on the plus sign
  4. Add the item(s) that need to be reported on
  5. Click Save

 

Section 3: Revenue Centers

 Revenue Centers are useful if reports are to be generated for different sections of the store. For instance, if there is a POS in the bar, a POS that is used to service the dining room, and one for takeout, a revenue center could be created for each. This would allow sales info to be collected for each center rather than just the entire store. Revenue centers are also utilized if there are menus that are used during certain time schedules (For instance, a special Monday menu, or a brunch and dinner menu – This will be discussed in more detail in Chapter 6: Section 5: Enterprise Configuration: Meal Periods) To create a revenue center and add a POS to it, follow the below steps.

  1. On the storelevel where the revenue centers are being used (This cannot be completed at the enterprise level) navigate to Store Configuration.
  2. Click on Revenue Centers
  3. Click on the plus sign and Assign a name to the Revenue Center.
  4. Click confirm and save.
  5. Repeat steps 1-4 for each revenue center.
  6. Click Navigate and then browse to Hardware and select POS Terminals
  7. Click on the POS terminal that will be assigned to the newly created Revenue Center
  8. Scroll down to default RVC and in the dropdown select the correct Revenue Center.
  9. Click Save
  10. Repeat Steps 6 through 9 for the number of terminals that will be assigned to the revenue center. 

Section 4: Creating a Report Hierarchy

The reporting hierarchy allows EI store locations to be grouped in the event that someone needs to report on a group of stores. This is most often used in the case where several franchisees are used by the same person or when stores are grouped by region. The steps to create the hierarchy are listed below.

  1. Navigate to the Enterprise location (this can only be completed at the enterpriselevel and not at the store 
  2. Click on the New Store Group and assign a name in the text box (The first storegroup is the top of the hierarchy.
  3. Click Add
  4. Click add Store and select the storethat should be in this hierarchy from the new drop down box
  5. Click Add

The steps listed would be for a very basic hierarchy. Multiple Store groups can be created with additional store groups below and multiple stores under each (See Image below). To create a store or store group below an existing store group, select it and then click Add. (In the image below, North West Region was selected first and then Add Store was clicked).

Figure 1: Report Hierarchy

 

Section 5: Running a Report

Once the reporting groups are configured (and reporting hierarchy and revenue centers if necessary), the reports can be generated. Several Reports are contained in the report section (located in the upper right hand corner of Qu Enterprise Intelligence. Each report allows for different filters. These filters include:

  1. Location
  2. Date
    1. Quick Dates such as today, yesterday or last week
    2. Custom Dates
  3. Certain reports allow for filtering by employee.

Standard Qu reports include:

  • Check Summary
  • Credit Card Detail
  • Discounts
  • Gift Cards
  • Ingredients
  • Labor Summary
  • Order Types
  • Sales by Day Part
  • Hourly Sales
  • Sales
  • Detail
  • Store Comparison
  • Summary
  • Taxes
  • Tenders
  • Tips and Service Charges
  • Tip Track
  • Voids
  • Order Channel
  • Web Order
  • Paid In/Out

Each report may be displayed in a web browser, exported as a word, pdf or excel document, or sent to an email address.

Section 6: Email Reports 

With Qu, it’s easy to create and send emailed reports. A report recipient must simply be an employee with an associated email address (See Figure 15).

  1. Navigate to Email Reports and click on the plus sign to add a report.
  2. Select the type of report to send from the Report drop down.
  3. Choose a location
  4. Set a report send time

Figure 2: Adding an Email Report

 

  1. Select a time zone.
  2. Choose a frequency for how often the report will be sent.
  3. Click on Recipients to add the desired employees to receive he report.

Figure 3: List of Email Reports

*A user must have an email address associated with their employee account in order for their name to appear in the recipients list.  The email address may be added in the Employee configuration section.

 

Section 7: Dashboard

 

The reporting dashboard is designed to provide quick snapshots on a mobile device.  The dashboard may also be viewed on the desktop. Prior to accessing the dashboard on a mobile device, it is best to configure the needed information on a desktop first.

  1. Select Dashboard in the upper right hand corner of EI
  2. Add report tiles to the dashboard. Dashboard reports include:
    1. Discounts
    2. Labor
    3. Labor Vs Sales
    4. Payments
    5. Sales
    6. Service Charges
    7. Taxes
    8. Voids
  3. There are two different ways to set the information that is to be viewed.
    1. If it is desired that the location and time frame be the same for all reports
      1. Click on Set All
      2. Select the time frame by clicking on from or to
        1. Custom
        2. Today
        3. Yesterday
        4. Last Week
        5. Last Month
  • Select the Location by clicking on the location that is currently listed
  1. Click Done
  1. If time frame and location should be different for a specific report
    1. Select the report
    2. Once it appears in the dashboard click on the name or time frame in the new report

Figure 4: Using the Dashboard

  • Select the time frame by clicking on from or to
    1. Custom
    2. Today
    3. Yesterday
    4. Last Week
    5. Last Month
  1. Select the Location by clicking on the location that is currently listed
  2. Click Done

Aside from viewing the total values of any given report, the separate amounts that make up that value (for instance, all of the checks that make up the total sales value) can also be viewed. To do so:

  1. Click on the listed value on any of those reports. It will then open a new window showing the breakdown.
  2. A further breakdown can be viewed if one of the listed values is clicked. The actual checks for can also be viewed on some of these reports after selecting some of the final values.

If the order in which the reports appear on the screen, click on the empty space within the report so that it has a green border. Then click on any of the other reports and they will swap positions.

Figure 5: Moving Report to the end of the list – Select Sales

Figure 6: Sales and Discounts swapped after selecting Discounts 

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