Reporting Group

Creating a Reporting Group

Go to Management --> Hierarchy --> Reporting Group

Reporting groups are created so that reports can be run for a group that can be enterprise indicators or regional indicators of trends. reporting groups can be comprised of a combination of venues (to form super regions) or a combination of stores. You may not combine venues and stores into one group, this needs to be done at a store level where all stores from a venue are combined with other stores.

Details

 

Each reporting group must have its own unique Name. This will show up in all reports and filters so you should name them carefully. If you try to create a store with an existing name a popup will be displayed asking you to confirm this activity.

Reporting Group names cannot be changed once created!

Select the Group Type. If the group consists of all venues, select Venue or select Store if it comprises of stores. This will display a list of all Venues and all Stores as selected.

Click on the box for each venue or Store that will comprise the group. Once this has been completed, click on Save.

Modify Reporting Group

Go to Management --> Hierarchy --> Modify Hierarchy

This is used to modify Reporting Group settings. The enterprise hierarchy consists of all venues, warehouses, zones, stores (including virtual stores), registers, and reporting groups. This is also where you would be able to assign an administrative employee to each enterprise.

Select the Type of hierarchy as Reporting Group from the dropdown, the list will include all Reporting Groups that have been created. This will return the appropriate list of items. Select the Reporting Group to be modified and click Find.

This will navigate you to a screen similar to the screens used for creating the Reporting Group. After all the changes have been made, select Modify to save the changes.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers, and human resource managers may modify settings at Venues or Stores assigned to them.

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• Central Administration System
• Configuration
• Company Details
• Company Information
• Mail
• Payroll Settings
• Merchant Email Configuration
• Invoice Setup
• QSR
• Payment Settings

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