Email Reporting

Maintenance > Company > Email Reporting

Features

Email Reporting will send sales and system reports straight to your inbox. Email Reporting gives you the ability to customize the email schedule and recipients for your report subscriptions. You can add recipients and groups and control who receives the email reports that you set up. Talk to your Account Manager for more information on setting this up for your stores.

Table of Contents

1 Site Menu Navigation
2 Features
3 Getting Started
4 Email Subscriptions
- 4.1 Missing Menu Mix
- 4.2 POS Exceptions
- 4.3 Week-to-Date Sales
5 Enable Subscriptions or Change the Scope, Frequency or Emails
- 5.1 Define Recipients
- 5.2 Report Groups

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

Getting Started

To add this to your profile, navigate to Profile Maintenance > Assigned Pages > select add "Email Reporting" to the profile found under Maintenance > Company > Email Reporting

Make sure to set the security to change if you are responsible for maintaining these reports
The scope should be set to ALL

Email Subscriptions

This will return a list of stores that failed to send a Sales Journal File to Decision Logic.
See Universal Data Transfer (UDT) Install#LaunchingUDTClientandSendingData to re-import sales

Aloha Point of Sale may require a regrind of files before resending. Check with Aloha on the steps to re-grind.

To Troubleshoot, see UDT Error FAQ

The Missing Menu Mix report is not available to be scoped by the CRAS (company, region, area, store); instead, it sends everyone data for all stores.

POS Exceptions

This will show a list of POS IDs we are getting that need to be mapped in POS Admin for DSR and End of Day reporting or Menu Maintenance for Ideal/Theoretical and Menu Mix Reporting
Map the Missing Value in the report to your POS Admin or Menu Maintenance based on the Type of missing value noted in the report.
- To determine the description, please refer to your POS Daily Sales Report or Database Set Up.
If the Type is Menu Mix, those are unmapped menu Items that should be added to a Menu Set in Menu Maintenance.
- Menu Set > Store assignments are checked to ensure all exceptions are accurate
- You will also want to check that these new menu items have a recipe added in Menu Maintenance / Recipe Book
Payment Type with Value id 1 should never be mapped. That is typically a payment ID for cash. Mapping cash or check payment id will cause an imbalance in your Decision Logic Formulas#CashAccountability on the DSR and End of Day.
Aloha Reduction Types for clients running UDT Task Version 1.0.0.10 a reduction above 10000 will be mapped as a VOID while anything else below 10000 will be mapped as type: COMP both under the Reduction Tab in POS Admin

Example POS Exceptions report:

StoreID	Location	Date	Type	Missing Value
1	Example Store	2018-03-29T00:00:00	Payments	1
1	Example Store	2018-03-29T00:00:00	Payments	7912

Week-to-Date Sales

This will show all the store's week-to-date sales information.

Enable Subscriptions or Change the Scope, Frequency or Emails

Create a new report by clicking the New button, then choosing the options from the popup box.
Select Edit to Add or Edit a subscription and update the schedule of delivery to your inbox.
Emails can be sent on a weekly or hourly schedule.

Define Recipients

Use the "Recipients" tab to add users who will be able to receive email reporting, then assign them to a Report Group.
This tab is where you add or edit the email address of the recipients.
Email recipients without a user profile will get data for all stores.

Report Groups

Use the "Report Groups" tab to set up groups of users for easy recipient management.

Create a new Group.
Assign recipients by moving each recipient from the left to the right under Assigned recipients .
Select Save.

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